Create, manage and apply Invoice templates - DRAFT

Purpose: Allow the administrator to create invoice templates that will speed up the creation of invoices and limit the possibility of input errors.

Acceptance criteria:

• There is a permission for creating invoice templates in invoice settings
  • In a template the admin can define a default for all field values
    • Template should cover both Invoice and Invoice line
• Admin can view update and delete templates in invoice settings
• Admin can associate templates with specific Teams
• When creating an invoice users can select a template
  • When selected the template will fill in fields and adjust fields as defined by the template
  • User only sees templates assign to their teams and general templates in dropdown (Dependent on teams feature)

Out of scope:

• • High value add - admin can set additional fields as required (May need be split out)
  • High value add - admin can set which fields are editable by the user (May need be split out)
  • Ability to hide invoice fields that are not required in the template (May need be split out)