Estimate template

In the invoice design customisation, I have cloned the standard template and renamed this to “Order Confirmation” how do I select this template when creating a new estimate?


Hi @Rob

The templates would need to be linked to a trading style, and then that style applied to a client. Each client can only support one trading style, so you wouldn’t be able to switch from, for example, an estimate template to your order confirmation.

There’s a guide to trading styles here: Custom Trading Styles

I hope that makes sense?

I feared that would be the case, shame but thanks for your quick response.