Download Sales Templates

Electronic Service Control allows for multiple templates in the Sales module to accommodate Invoices, Quotes, Credit Memos and Packing Slips. You have the option of editing the forms that are already available in ESC, or adding new ones.

How to I edit my Invoice forms?

  1. Go to File → Print Options → Forms and click on Customize next to Invoice Forms. (You can also click on the link "Form" on the Sales Invoicing screen.)
  2. In the Invoice Forms screen, highlight the form you wish to make changes to.
  3. Click the Design button. This will open the Layout Designer.
  4. Click the Save and Close button once you are finished with your changes.

 

How do I create new Invoice forms?

  1. Go to File → Print Options → Forms and click on Customize next to Invoice Forms. (You can also click on the link "Form" on the Sales Invoicing screen.)
  2. In the Invoice Forms screen, click the Add New button.
  3. Give the new form a name.
  4. Select the type of form you wish to create.
  5. You now have the option of duplicating the layout of an existing form, importing a template into the new form or creating a blank form. Click the button next to your selection and hit OK.

 

How do I import a new Invoice form?

  1. Download an Invoice Form from the selection below.
  2. Go to File → Print Options → Forms and click on Customize next to Invoice Forms. (You can also click on the link "Form" on the Sales Invoicing screen.)
  3. Highlight the form you want the template imported into. (If you want to import the template as a new form, follow the steps above under "How do I create new Invoice forms?")
  4. Click the Import button and select the form you downloaded.

 

Normal Plain Paper Preview
POS Plain Paper Preview
No Charge Plain Paper Preview
Call Back Plain Paper Preview
Packing List Plain Paper Preview

 

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2 Comments

  • Avatar
    Brinda Smith

    The preview documents in this instruction are virtually the same document. I have not downloaded the .ITP because I don't know if the ESC system has a pool of documents you can choose from once saving or if it just replaces whatever you currently have with what was downloaded last. I wanted to see all the template choices available, I do not have time to modify to make my own template at this time.

  • Avatar
    Scott Haugsjaa

    Hi Brinda!

    We completely understand that you may not have time to make your own template.
    As a result, ESC comes pre-configured with default templates. And, the ones you see in this article are those same templates.

    This article is intended for those that might need the original default, so they can start over.

    When you do have time, check out the following article on how to work with the Layout Designer.

    https://descohelp.zendesk.com/hc/en-us/articles/214485778-How-to-Customize-Forms-in-the-Layout-Designer

    And, you're also welcome to reach out to your sales rep if you're interested in having a particular custom form made.

    Thanks for the feedback, Brinda!

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