---
title: "How to create Templates and Favorites"
url: "https://help.mymps.co.za/en/article/how-to-create-templates-and-favorites"
language: "en"
last_updated: "2026-01-06T07:35:08.485Z"
---

# How to create Templates and Favorites

Billing templates and favourites can either be managed from the provider settings screen or from the ‘Capture invoice’ screen.

### **How to Set up Templates and favourites from the the Provider screen**

From the provider screen, click the ‘**Templates**’ tab, these have been divided into sub tabs, namely; **Diagnosis**, **Procedures**, **Medicines**, **Consumables** and **Favourites**. 

Select the category of template you would like to add and then click the **‘add new’** button. 

![](https://cdn-assets.productfruits.com/6646cc1a-a0a7-490b-ad4b-98280b335c2e)

  
  
  
 

From the **‘Add Template’** screen, you can give the template a custom name and then add the diagnosis, procedure code, any medicine and consumable. This is done similarly to capturing an invoice. The order of the templates is assigned automatically.

![](https://cdn-assets.productfruits.com/d58c3717-c0a2-4fdd-9afa-8f6563123eee)

| **Note:** ![](https://cdn-assets.productfruits.com/0b9ba2e1-7388-441b-b98f-ff9d1b310632)<br>The **‘add group’** button enables you to group templates together for easier selection when capturing an invoice. Once you’ve clicked add **‘group button’**, You can then specify a name for the group, and add favourites to the group. |
| --- |

#### **Copying Templates from one provider to another**

For practices that have multiple providers, templates can be copied from one provider to another.

If you would like to copy templates to a specific provider, navigate to that provider’s ‘ **Templates’** tab and click on the **‘copy from’** link.

![](https://cdn-assets.productfruits.com/2894e1ee-817a-4157-bf3f-7a823adef5c8)

From the pop up screen, select what you would like to copy from the drop down list and then the provider that you would like to copy to.

| **Note:** Copying templates from one provider to another will overwrite any saved templates for the selected provider. |
| --- |

  
 

#### **Setting templates and favourites from the Capture Invoice screen**

Templates and favourites can also be customised from the **‘Capture invoice’** screen using either the **‘Templates’** control, or by creating a template from the invoice lines you have already captured.

**Using the Templates functionality**

![](https://cdn-assets.productfruits.com/f04f4337-c155-4635-9811-521c5b634ece)

Once the **‘Show templates’** link has been opened, all your saved favourites will be available on whichever tab you are on. You can use the **‘search’** button to add new ones. 

1.  Search for the favourite you would like to add by either typing the code or description.

![](https://cdn-assets.productfruits.com/c293613f-0530-4584-95b0-3803e8ec78e6)

1.  From the populated list, click on the star to add the item as a favourite (an orange star indicates that the item has already been added). This will then open another screen where you can give the template a name and then save.
2.  Click save again and the favourite will then be added to the list.

**Creating templates from capture invoice screen**

If you have captured an invoice and realise that you use it often and would like to save it as a template, simply click the **‘Create Template’** button at the bottom of the screen. 

![](https://cdn-assets.productfruits.com/ae6f700a-e117-4687-8905-4ee8f20faa7d)

This will then open another screen where you can give the template a name and then save.