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MrsH1
November 8, 2022
Question

Template Invoices

  • November 8, 2022
  • 1 reply
  • 0 views

Hi.  I need to set up custom invoices for certain customers, with the columns and titles how I need them, not in standard format. I have created and saved a template using custom forms & edited it to how I need it. I can see this template, however I am unable to use it to create an invoice! If I create a new invoice, and try to customise (as per instructions), my template is listed as an option, but when I select it nothing changes.  Chatting with an expert provided no help! I hope someone here can suggest what I may be doing wrong? Thanks in advance 

1 reply

A
Ashleigh1
November 8, 2022

Hello MrsH1, thanks for reaching out to us on the Community page, 

 

So if you have already created a new custom form style template and saved it, once you create a new invoice if you click on customise at the bottom of the invoice select the correct invoice template, then select print or preview it will then show you all the details for the invoice in that template you have selected so you can see it before you send it off to your customer. If it is not showing the correct template, try clearing your cache and cookies to all time, close the browser down, reload it and try again it should then show you the right template you have selected. 

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