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petermunro
August 30, 2021

Selecting which invoice template to use

  • August 30, 2021
  • 1 reply
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I've defined three invoice templates for my clients in three different jurisdictions (UK, Europe and US).

 

How do I define which customers (or currencies) use which template?

 

Or how do I select the template to use when I am creating an invoice?

1 reply

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petermunroAuthor
August 30, 2021

oops - just found the answer to my second question in "Customise" at the bottom of the Edit Invoice screen. Would still be nice to resolve the first one though.

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payment after leaving
August 31, 2021

Hi petermunro It's not possible to assign invoice templates to particular customers, as you have discovered you have use the customise option. 

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