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C
CFS Fabricoat
March 9, 2020
Question

Invoice Templates

  • March 9, 2020
  • 2 replies
  • 0 views

Just migrated from desktop to online....

I am raising invoices from estimates and that bit is easy, however...................

 

I have modified the invoice template to suit my needs, saved it and given it a new name. I have also made it the default in my account setting.
When I come to print (or print preview) a different template, similar but not the same, gets used ? Am I missing something obvious ? 

2 replies

A
Ashleigh1
March 9, 2020

Hello CFS Fabricoat, 

 

Welcome to the Community page, 

 

When you're in your invoice, if you click on, customize> and make sure the invoice template is the right one ticked as that will be the one that will show in your print or preview section. 

 

Let us know how you get on. 

C
CFS FabricoatAuthor
March 10, 2020

No, I've definitely ticked the correct template.

 

Its seems a bit hit or miss, some print ok and some don't. I can't see any pattern to it

BettyJaneB
BettyJaneB
March 10, 2020

Thanks for getting back to us, @CFS Fabricoat.

 

I'd like to make sure we're on the same page. All the data that will be printed on your transactions will be based on the default template that was set up in the system. 

 

To narrow down this issue, may I ask what information was printed correctly? Any further details or screenshot is much appreciated.

 

I'll be keeping an eye out for your response on this. I'll make sure you're all set. Take care!

 

A
Ashleigh1
March 10, 2020

Having looked into this issue you are having, I would advise you ring in and speak to one of our agents and then you will be able to set up a screen share and they can have a look into your whole system and to see what is going on, this may also need to be raised up to our engineers if the agent cant find out why it is doing this for you.

 

The number to call one of our agent support staff is 0808 234 5337

 

Thanks 

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