Invoice Template - set as a favorite

wbac

Morning,

When i create an invoice from an estimate, the template goes the PROGRESS TEMPLATE - which is currently inactive in my templates, but I had a template that I would like to use but I have to change the option of templates each time i do an invoice - can i set the template i would like to use each time as a FAVORITE OPTION or something?

Rav

Hi @wbac

Select the template you wish to use and create your invoice as normal. When you're finished click the 'SAVE AND NEW' option rather than Save & Close. Hosted will remember the template selection the next time you create an invoice.

wbac

that is how I normally do the invoice - save & new (I normally have a few to do at a time) - but it still won't "remember" that I chose that template - it reverts back to the template "progress" - which I had made inactive hoping it wouldn't show up but it always does? I thought there may be something in the set up of ESTIMATES where it's converting back to that PROGRESS TEMPLATE option all the time?

GerryWinter

Do the same as suggested with your ESTIMATEs as well