Invoice Templates set to Quoted jobs only
Sonya Herbert
Member Posts: 97 Reckoner
I have 2 Invoice Templates I use, one is customised to be used when Invoicing a Quotation, the other is used when I am invoicing a job that's a one off and not previously quoted. However, Everytime I go to invoice from a Quote, it uses my Standard Invoice Format (not the Quoted Template for Invoicing), and vice versa, when I go into an Invoice for a job that hasn't been quoted, it chooses automatically the Quote Template for Invoicing. How do I swap this around??
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Comments
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I'm assuming this is not possible then?0
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Hi Sonya,
Apologies for the delay in responding to your post,
Can you please trying the following -
Bring up your Templates List (Lists > Templates) then select View > Re-sort List
Can you please try again after this and let me know if there is any change?
Thanks
Rav🎉 Get rewarded for contributing to the Reckon Community! Learn how you could get a $100 gift voucher each month HERE.
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