Click Admin > Actions Library. The ActionTypesList displays.

Select Create Invoice From Template and click Edit or double-click to open the Action Type.

From the General tab, tick In Action Schedule Filter.

Click OK to save your changes.

From any To Do tab or window, select an action and double-click to open the action.

The Action Type now contains the Create Invoice From Template action and the Options list contains the option generate a Vat receipt, Print the document or Email the document.