Forum Discussion
CloverQ
2 years agoFormer Staff
Hi KarenMF
In AccountRight you can certainly set up different custom forms for different purposes. Invoice forms are categorised by the transaction layout (service, items etc), not by invoices/quotes.
You can set/change a default form in Print/Email Invoices for bulk processing, set up a default form in customer card, or choose a desired form within the individual invoice/quote. Please find the detailed steps in this Help article: Set up default forms to use when emailing and printing.
Feel free to let us know if you have any further questions.