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markw555
December 23, 2021
Solved

Can I select between different invoice templates when issuing an invoice?

  • December 23, 2021
  • 1 reply
  • 0 views
How can I select between the different invoice templates set up, when issuing an invoice.
Best answer by EmmaM

Hello Markw555, The only way to select a template for a customer that is not the default template is to within the invoice select the customise and change the tick to be the invoice that you won't. There is not a way to for example default a template for a customer. You would have to select it from the customise each time.

1 reply

G
GeorgiaC
December 23, 2021

Hi markw555, you can select this by selecting 'Customise' on the footer of the template. 🙂 

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markw555Author
December 23, 2021

I seems not to have explained my issue.

 

I have already created 3 different templates according to different payment details. I now want to be assign the correct invoice template to each client, so that the correct customer-specific invoice template is used when I issue an invoice. 

E
EmmaMAnswer
December 23, 2021

Hello Markw555, The only way to select a template for a customer that is not the default template is to within the invoice select the customise and change the tick to be the invoice that you won't. There is not a way to for example default a template for a customer. You would have to select it from the customise each time.

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