How to assign some client with a specif invoice templates and others with another templates

Some clients i need to send them invoice in a specific templates and some in another templates. The standard user can not customize same. How can i assign each customer their specif invoice 

Answer

Hi kiran,

If you have a lot of customers that you charge the same thing at the same time and wanted to assign a specific invoice template then setting up a recurring invoice can be really helpful. You can use an unscheduled invoice template to create one recurring, unscheduled transaction to use repeatedly.

Here's how to set up the unscheduled invoice template:

  1. Select the Gear icon and select Recurring Transactions.
  2. Under the Toolbar select New.
  3. From the Transaction Type drop-down, choose Invoice.
  4. Enter a Template name.
  5. From the Type drop-down, choose Unscheduled.
  6. Enter the detailed information that would be the same for each customer.
  7. Select Customize at the bottom and choose the invoice template.
  8. Select Save Template.
Once you set up the unscheduled invoice template, you can follow these steps to use it:
  1. Select the Gear icon on the Toolbar.
  2. Under Lists, select Recurring Transactions.
  3. In the Action column, select the drop-down, then choose Use.

Do the same on other customer and select the appropriate invoice template.

Stay in touch with us if you have other questions.

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