customer template default

Lori Notman

It would be good if I could set a default invoice (or other) template to a customer type. This would mean person doing the entry wouldn't have to remember to always check prior to sending.

John Graetz

Hi Lori.  Are you commenting on a series of posts last week or raising a new issue?  If you are raising this as a new issue, refer to the following series of posts last week for ideas as to how you can overcome the problem that you are raising:
https://community.reckon.com/reckon/topics/assigning-invoice-template-to-customer-or-job

John L G