Contracts & Grants Invoice Templates

The following spreadsheet describes the available mappings supported on Contracts & Grants Invoices. 

https://docs.google.com/spreadsheets/d/1CfFewk3q57WcarHHhkdJAGHoIyzDfHHy1Ce55z4scdc/edit#gid=826426041

To create templates use Adobe Acrobat DC. Start with a pdf form and add fields using the Data Placeholders noted in the spreadsheet above. You can also download a template from the Invoice Templates lookup to see an example. 

Once you have your template created, create a new Invoice Template. 

Identify the Organization associated with this template if you want to restrict who can edit this template. 

Enter an invoice template code and description. Check the Restrict Use by Chart/Org if you want to restrict use of the invoice template by AR billing chart/org.

After you have created your template, use the lookup to upload the invoice template. The template associated with BL - SRS has been restricted from editing. Only AR Billers qualified with BL-SRS will be able to edit this template.