I have created a couple of different Invoice templates with different information on each.
When I go to create a new invoice for a customer how do I select which template to use?
I can only see the Invoice style option which doesn’t show the different templates.
Once you have set up the invoice and saved it as a draft, you can click on the invoice style gallery at the top of the screen and choose which style you would like to use:
From the Account setting menu I selected Invoice customisation.
Then I created different templates with different text and details.
I can’t find anywhere too use these different templates when creating an invoice.
Thank you for the information, if you hover over “Sales” in the top menu and then go down to “Invoice Customisation” you will see the following screen:
You can then select the area of the template you wish to change.
These templates can be assigned to different trading styles that @rhc mentioned above. These are assigned on a client-by-client basis, rather than to an individual invoice.
I hope this helps, but if you have any further questions, please don’t hesitate to ask.
Thanks for the help. I think I’ve got it now.
I thought it may be a setting in the client details area but the ‘Apply Trading Style’ option only appears once you create a second trading style.