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petermunro
Aug 30, 2021 11:24 AM UTC

Selecting which invoice template to use

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?

2 replies

petermunroAuthor
Aug 30, 2021 11:28 AM UTC

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.

payment after leaving
Aug 31, 2021 8:28 AM UTC

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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