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markw555
Dec 23, 2021 1:41 PM UTC
Solved

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

How can I select between the different invoice templates set up, when issuing an invoice.
EmmaMAnswer
Dec 23, 2021 4:36 PM UTC

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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7 replies

GeorgiaC
Dec 23, 2021 3:47 PM UTC

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

markw555Author
Dec 23, 2021 4:05 PM UTC

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. 

EmmaMAnswer
Dec 23, 2021 4:36 PM UTC

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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