Seems like this should be so easy and straightforward to do but I can’t figure it out.
I provide different services under the same business and trading style – for example, long-term 121 packages and standalone workshops. Each of these has different payment terms.
My clients often use both of these services – my long-term clients often purchase additional standalone workshops. So I can only really use 1 trading style.
But because of the different payment terms, I need to switch easily between invoice styles. All I want is to be able to click ‘create invoice’ and then choose which invoice style I want to use on each occasion. Right now I want to create a workshop invoice for a long-term client, but it’s a laborious process. Just a drop-down would be fine, but I can’t see it.
All help much appreciated.