Invoice templates selection

I’ve been trying to follow the knowledge base instructions for picking a new invoice template but I don’t seem to be able to find them in my dashboard.
Have they been removed?

James

Hi James,

Are you referring to the templates for trading styles or the invoice gallery styles?

Trading styles: Custom Trading Styles

Invoice design: Customising your invoice design

Hi

The invoice style gallery. I don’t seem to have that option on my account.

James

Hi @Jsmith9114,

If you go into preview the invoice you’re wanting to change there should be the little green box in the top left that will bring up the style gallery

Can’t see any green box…

Hi @Jsmith9114,

The invoice customisation that you are looking at there relates to the invoice templates for the trading styles.

If you are just wanting to change the look of your invoices then you do this once the invoice is created. Open up the draft invoice preview and you should see the green box at the top:

Hi,
I’ve found it, thank you!

Wouldn’t it fit better if the button was on the invoice customisation screen?

James

This topic was automatically closed after 7 days. New replies are no longer allowed.