How do I associate unique templates to my customers?

If you don’t want your organization’s default transaction templates to be used for certain customers, you can associate a unique template for customers. To do this:

Go to the Customers module from the left sidebar.
Select the customer for whom you want to associate the template.
Click the More dropdown.
Select the Associate Templates option.
Choose the necessary invoice and credit note templates.
Click Save.

Now, these templates will be used for invoices and credit notes that are created for this customer in the future.

Was this document helpful?

Yes

Was this document helpful?

By clicking Submit, you agree to our Privacy Policy .

Thank you for your feedback!