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Is there a quick easy way to customise both item and service invoice forms?

Wolshaz

I have customised my item invoice form, but now need to have a service version also. Do I need to go through the whole process from scratch again or is there a way to clone the details from the one invoice to another?

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Accepted answers

Mike_James

Hi @Wolshaz , the brief answer is that details from one form can be copied to another form but only one field at a time. (V19 used to allow multiple fields to be copied, but the current forms customisation is a new program that behaves quite differently).

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Wolshaz

Thanks Mike, I pretty much worked that out for myself. It would be so much easier (and maybe even common sense) if the basic details were automatically duplicated across the forms.

cheers

Mike_James