Remapping an existing invoice template

QUESTION: User receives a message “Cannot find invoice template. Please check if bill template file exists. (X:\Merge\English\FullDetailsNoLawyer.doc)”.

RESPONSE:

If the issue is specific to a single template, it might be due to an incorrect file path. Confirm if the path for the problematic template matches the paths of the other templates? For example:
“C:\Merge\English\FullDetailsNoLawyer.doc”

If the paths differ, the invoice template needs to be remapped to align with the others. To do so, please follow these steps:

1. Open the Invoice Format Library.

   • Navigate to: Environment > System Configuration > Client Documents > Invoice Format Library.

2. In the Show Bill Formats form, locate the path of the template you want to modify.

3. Right-click the template and select Properties from the contextual menu.

4. In the Properties Bill Format form, click the ellipsis button (...) next to the Template File field.

5. Select the appropriate invoice template from the Merge folder and double-click to confirm.

6. Back in the Properties Bill Format form, click OK to save the updated path.

7. In the Show Bill Formats form, verify that the updated path is displayed.

Finally, the user can refresh the invoice template selection by reselecting it within the invoice properties.