How to Copy Voucher Templates (Expense or Income) to (Clients or Suppliers) Payments
Sometimes, you need to copy one of the printable templates in the system from one screen to another for use in a different section.
For instance, you might want to transfer one of the payment voucher templates to use it as a client payment template, which requires some adjustments to ensure that the variables in the new template reflect the correct values for client payments instead of payment vouchers (as per the same example).
You can apply the same steps to copy one of the income templates and use it for supplier payments, or other variations as needed.
Copying Expense Data in the Same Format
Click on “Printable Templates” under “Templates” in the main menu, then click on “Expenses.”
Go to the expense template you want to copy, then click on the “Edit” button.
Click on “Source code <>”
Select the entire code by pressing “Ctrl + A,” then copy the code by pressing “Ctrl + C.”
Pasting the Expense Template into Client Payments
To paste this expense template into the client payment templates, click on “Printable Templates” under “Templates” in the main menu, then click on “Client Payments.”
Click on “Add Template“.
Click on “Source Code <>”.
Delete the existing code and paste the code you copied from the expense template by pressing “Ctrl + V.”
After pasting the code click “Ok”.
The expense template you pasted will appear in the client payment (invoices) template as follows. Click the “Save” button to be able to use it whenever you need when printing client payment receipts.
Editing the Template Data to Ensure Its Suitability for Client Payments
After duplicating the desired expense template to appear as a copy within the client payment templates, you need to make some adjustments to the template’s variables and data to ensure the variables and resulting values are appropriate for client payments, rather than being an unmodified expense version used for client payments.
To edit the duplicated template, go to the client payment templates as usual, and for the template you want to modify, click on the “Edit” button.
Delete the expense-specific variables and replace them with client payment variables by clicking on “Select Placeholder” and choosing the variable from the dropdown menu.
For example:
Delete the variable for the expense number “expense_id” and add the “payment_id” variable in the same place.
In the same way, replace all the template data by deleting the expense template variables and adding the corresponding payment receipt variables in the same places.
Don’t forget to add the name of the client payment template below the “Template” field.
The template will appear to you after modifying the desired variables as follows. Click the “Save” button if you have completed all the necessary adjustments, and you can preview the template’s appearance after the modifications by clicking the “Preview” button.
Printing the New Payment Receipt Template for Client Payments
The payment receipt will appear in the desired format as per the template. You can print it, download it as a PDF, or send it via email to the client
