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kevinharding
May 7, 2019
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Can we have two different sales invoice templates depending on the products sold?

  • May 7, 2019
  • 1 reply
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Best answer by payment after leaving

Hi kevinharding

 

Yes you can set up different invoice templates. Select the cog/gear icon in the top right hand corner of the screen, select Custom Form Styles, select the drop down menu to the right of New Style and select Invoice, in the box under the desgin, content, emails and payments options enter the name of the new invoice, you can then amend this template further if you wish and then select done.

Then when you are creating an invoice and you wish to select between the invoice styles you have created select the customise option in the black area at the bottom of the screen and select the relevant invoice template.

1 reply

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payment after leavingAnswer
May 7, 2019

Hi kevinharding

 

Yes you can set up different invoice templates. Select the cog/gear icon in the top right hand corner of the screen, select Custom Form Styles, select the drop down menu to the right of New Style and select Invoice, in the box under the desgin, content, emails and payments options enter the name of the new invoice, you can then amend this template further if you wish and then select done.

Then when you are creating an invoice and you wish to select between the invoice styles you have created select the customise option in the black area at the bottom of the screen and select the relevant invoice template.

A
Anonymous
July 10, 2019
Can you have different logos for each custom invoice as we have 2 different departments that use separate logos? Also do the logos have to be square or can they be rectangular as ours are?
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EdwardR
July 10, 2019

Thanks for posting in Community.

 

If you are using an imported style you will be able to have a logo per template, the default invoice templates available will only allow to use the log associated with the company itself. the shape of the logo shouldn't be an issue if using on standard templates but could be effected by the size of the image which is being used.

 

Please let us know if you have any further questions.

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