Information section

Name

Give this template a unique name to help you and others in your organization identify it with ease.

Type

Select from one of the following options.

• Invoice - Select this option if you want to create a template for an Invoice
• Invoice Statement - Select this option if you want to create a template for an Invoice Statement

Reference

Enter a unique external reference identifier to help you and others in your organization identify it with ease.

Description

Enter a brief description of the functions and purpose of this template for the benefit of other in your organization who may want to use this template.

Agreement type

Select Default.

Category

Select Default.

Subcategory

Select Default.

Is Active?

Select the check box to activate the template and make it available for use.

Cloned from?

If you are cloning this template, lookup and select the source you are using to clone this template.

Cloned from Reference

Enter the unique external reference identifier of the source you are using to clone this template.

Term Exception

Lookup and select the Id for the term exception associated with the clause or section.

Keywords

enter the keywords that will help other users effectively search for this template.

Language

Select the language you want to present your invoice in.

Locale

Select the geographical region where you are presenting this invoice.

Next Revision Date

Select a date when you want to revise this template.

Publishing section

Needs Publishing?

Select the check box to publish this template.

Published Date

Select a date to publish this template.

Published Doc ID

Enter the Document ID of this template.

Content and Merge fields section

Text Content

Enter the verbiage that you want to include in the template. For more information, contact your manager or the Legal team in your organization.

Merge fields

Enter the names of the merge fields and clauses you want to include in the template.

Excluded Merge Child Objects

Enter the names of the child objects that you want to reference in the template.