Setting a template for a pro-forma invoice

How-to
1

When creating a template say invoice to pro-forma how do you get to select saved template

2

Hi @Trev,

Do you mean the invoice style gallery? Customising your invoice design

3

On invoice customisation select standard template clone change Invoice to pro-forma then save and save template as proforma haven’t found a way of selecting new template

4

Hi @Trev

The invoice customisation template is for use with Trading styles. You can set a different template per trading style. More information on Trading Styles can be found here: Custom Trading Styles

5

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