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Assign Invoice Template To Sales Invoice Imports


#1

We typically use two invoice templates for all our sales invoices, and upload large numbers of invoices each week through the sales invoice import tool.

Is it possible to set the invoice template that should be used for each invoice in the upload file?

TIA


#2

Hi @ColinC

The only way to use 2 separate invoice templates would be to make use of the custom trading styles feature. This is assigned on a client-by-client basis rather than invoice-by-invoice.

At the moment, it’s not possible to specify the template when importing the clients, but I will certainly raise this with our development team to see if this can be added.


#3

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