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Debbie Polden
March 17, 2021
Question

Template

  • March 17, 2021
  • 1 reply
  • 0 views

Hi 

I have changed my invoices to airy classic from airy new but when I update an estimate to an invoice it create it in the old template style - is there something I need to do to update it to the new style the same as my invoices are?  thank you

1 reply

A
Ashleigh1
March 17, 2021

Hello Debbie, 

 

Welcome to the Community page, 

 

So what you need to do it set the new template as default then when you click on create invoice off the estimate it will use the correct template for you. 

 

So to make the new template a default on this is what you need to do. 

 

Go to main cog wheel>custom form styles>under action on the new template you have created click the drop down arrow>then click on make default

 

Then if you go to an estimate and click on create invoice it should do it in the right template for you. 

 

 

 

 

D
Debbie PoldenAuthor
March 18, 2021

Hi Ashley

Thank you for your prompt response - I don't have the option to make default - just preview PDF as it is the standard master template. Any suggestions? thank you again

 

E
EmmaM
March 18, 2021

Hello Debbie, could you post a screenshot for what you see on the custom form styles page, so we can see the estimate you have set up?Thanks

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