How invoice templates and their settings work in Smart Pro
Every invoice type has its own template: numbering, warehouse, branch, sales rep, accounts and payment method — and how to copy a template for another branch.
Steps in this video
- 1
Every invoice type in the system has its own “template”
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For example the “Credit sales” template: its name and first number
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Warehouse, branch and sales rep fill in automatically
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And the accounts the journal entry posts to
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Allowed payment method here: “Credit” only
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Need a template for another branch? Copy it and rename it
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Then choose the Fayoum warehouse and branch
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Save — and you have a new invoice screen
Who is this for?
Every invoice type has its own template: numbering, warehouse, branch, sales rep, accounts and payment method — and how to copy a template for another branch. Recorded inside Smart Pro 12.1 with the Arabic interface (a full English interface is coming in the next update). The same steps work on every computer and branch.
This screen is part of:
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