Invoice Template - set as a favorite

wbac
wbac Member Posts: 2 Novice Member Novice Member
in Accounts Hosted

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?

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,222 Reckon Community Manager Community Manager

    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
    wbac Member Posts: 2 Novice Member Novice Member

    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
    GerryWinter Accredited Partner Posts: 1,577 Accredited Partner Accredited Partner

    Do the same as suggested with your ESTIMATEs as well

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

Categories