Automatic templates can only be used if the prerequisites in the purchase invoice settings (General information -> Invoice settings -> Purchase invoice settings) are met:
The options are:
If you select use contract number and/or reference number, the reference number and/or contract number/explanation cell must be filled out on the invoice and in the accounting template when the automatic template is applied.
If you select use reference number and contract number/explanation, the reference number and contract number/explanation cell must be filled in the invoice and the accounting template when the automatic template is applied.
Ignore reference number. The reference number cell does not matter when choosing the template. In this case, the system only considers the contract number/explanation.
When choosing Ignore contract number/explanation of the invoice, the contract number/explanation cell is not important. In this case, the system only considers the reference number.
When choosing Ignore reference number or the contract number/explanation, neither cell is important. However, the automatic template is also applied if the given cells are filled in when the invoice arrives in Finbite billing center.