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ckd3
May 1, 2024
Question

When I create an invoice from an estimate it has different formatting than a standard invoice

  • May 1, 2024
  • 1 reply
  • 0 views

When I create an invoice from an estimate the format of the PDF invoice looks different than if I created just an invoice.

It has all the same information but is formatted differently.

It appears my regular invoices is using the "Airy Classic" but if I create an invoice from an estimate it uses the "Airy New"

 

I created a test account and created an invoice regular and then another one with an estimate and although are set to the same invoice template appear different. The layout and the fonts are different.

 

 

1 reply

J
JanbonN
May 1, 2024

This is working as designed, @ckd3.

 

The reason why your templates default to the Airy New is that this is the only template that supports the Due column on your sales forms. 

 

Additionally, you can run customer reports to get an overview of your business finances.

 

Let us know if you have further concerns with your templates. We'll be here to provide you with the help you need.

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