Two Invoice Templates - Create Invoice, cannot select between invoices

Support
1

I have two invoice templates.

  • Invoice 1 office account
  • Invoice 2 client account

Both have different bank details.

When I select to create a new invoice, the software automatically uses the client’s account template.

However, I want to make an invoice for the office account and switch it to that but I cannot see an option to do so?

Any help would be appreciated.

Regards

2

Quickfile only offers a single invoice template. Maybe Custom Trading Styles is what you’re after?

3

Hi @ToneMGMT

As @Lurch mentioned, the Custom Trading Styles feature will allow you to have more than one invoice template, but these are set on a per-client basis. So each client can only have 1 invoice template.