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info184
April 12, 2019
Question

I have 2 different invoice templates (Custom form styles, new style, invoice). When I edit the message on the invoice, it changes for both. Any way to have the unique?

  • April 12, 2019
  • 1 reply
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1 reply

R
RaymondJayO
April 12, 2019

Thanks for reaching out to us here in the Community, @info184. 

 

Allow me to share some information about updating your message on your invoice template. 

 

When editing a message on a specific invoice template, it will automatically update the message on your other templates. Currently, there isn't an option to have the unique message and you'll need to manually edit it on each invoice. Please see the screenshot below to serve as your visual guide. 

 

 

 

If you're ready to send the invoice to your customer's email, you'll need to review the invoice's body before sending it. This way, you'll have the unique message for your customer (see the screenshot below). 

 

 

For more information about customising invoices, here's a great article you can refer to: Use and Customise Sales Forms. 

 

This will get you in the right direction, @info184. 

 

I'm here anytime you have other concerns. Have a good day. 

I
info184Author
April 14, 2019

Thanks for the detailed answer. I am trying to automate my billing (ideally completely) so I am looking to send out the invoices without me doing anything. The problem we have is that some people pay via direct debit (GoCardless) and some pay by bank transfer, so they need different messages on the invoices. 

 

Can anyone think of a work around for this?

T
TaliaI
April 15, 2019


Hello,

 

You can set up more than one invoice template, which you can then select when setting up recurring invoices. You can do this by going to the cog wheel > custom form styles, and then 'New style'. You can then name these 'Bank transfer' and 'GoCardless' so you know the difference.

 

Thanks,

 

Talia

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