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
Lurch
18 April 2020 11:24
2
Quickfile only offers a single invoice template. Maybe Custom Trading Styles is what you’re after?
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.
system
Closed
25 April 2020 07:10
4
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