We have clients who may use our services for various things if we doing a disbursement then these are paid into our client account.
If they are paying for services this is paid into our main account currently the only way to send an invoice is to give the client 2 accounts but this does not help for reconciliation of the books.
Is their any way whilst in the invoice to change the terms apart to default.
To add to the mix we have some clients that use a 3rd service which do as a trading style as the logo and terms are different due to legal issues.
It there any plans to expand the default to allow the selection of the template once in the invoice.