Invoice Templates set to Quoted jobs only

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  • Updated 3 years ago
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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Sonya Herbert

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Posted 3 years ago

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Sonya Herbert

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I'm assuming this is not possible then?
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Rav, Community Manager

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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