Besides viewing and setting invoice recipients, it is also possible to use a template for circulation. Using the template, you can automate some processes. There are two options available in this:

1. Flow based on previous invoice from the same creditor:

Allows you to adopt the set circulation process for another invoice with the same creditor. This needs to be set for each creditor.

2. Flow based on EasyFlow:

If you are using an EasyFlow (Procuration scheme),  it is important that this template rule in set to 'Administration'. You do not need to do anything in here unless you are using a new administration in the EasyFlow.

Apply templates once or by default

To use a template once, click on the template's description. The proposal is then immediately returned with the found 'recipients' of the specific template.

In addition to this manual action, you can also choose to set a specific template as 'default'. This ensures that when the 'circulation' screen is opened, the 'Recipients' proposal is always based on the template. This is set by selecting 'Administration' or 'Creditors' in the 'Default' column. (Valid for all invoices of the relevant administration or valid for all invoices of the same creditor).

Note! Do not add too many templates to the process, as this can make the process unclear. If you do need this, we recommend using the EasyFlow. 

It is not possible to use both templates side by side.