Introduction: Bottom Text Load for Form L (02-18-15)

Overview

This selection is used to upload bottom text for your invoices to Tyler. You can use the same bottom text for all branches/regions in your company, or you can use different bottom text for each branch/region.

Video

Bottom Text Load Process

The process consists of the following steps:

1. Create a spreadsheet containing the bottom text to use for your invoice(s).

2. Using Bottom Text Load for Form L (this selection), upload the bottom text spreadsheet file to your Tyler system.

3. Once the upload is successful, access Invoice Preferences and enter a special ‘bottom text code’ for each Form L invoice that you want the bottom text to print on. You can include multiple sets of bottom text on a single spreadsheet, which you can assign to different invoice types (Sales Invoices, Packing Sheets, Long Method Invoices, etc.), branches, and regions.