Hi there,
I’m trying to create a new template which is not an estimate or an invoice but an ongoing proposal. I’ve created the template for it in invoice customisation but I can’t seem to pull this template to create it within the clients domain.
I hope I’m making sense with this! Any help is hugely appreciated. 
Hi @leoneacme
At the moment you can only have 2 types of documents on QuickFile - invoices and estimates (or quotes, or whatever you wish to call them, this can be customised).
I believe what you’ve found is this:
In which case, this is assigned to a trading style, and a trading style to a client. But this would affect all invoices and estimates on their account, not just selected ones.
I hope that makes sense?
Hi, thanks for being so quick with that.
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