Sales Invoice Templates in Web Browser

Question

It would be helpful to our customers if the invoice templates in Web Browser matched the templates in Desktop version. It confuses a customer to receive invoices from our business looking different depending on whether Web Browser is used or the Desktop version.

Are there any plans to make these templates in both systems the same? I would also hope this is the same for purchasing templates, pay advices etc.

It actually defeats some of the purpose to use the Web browser version if our forms are not the same.

adminexpress · Answer

Hi Adrian,&nbsp;&nbsp;Is it able to be done in reverse? I really like the online template and would like to use it in the desktop app.&nbsp;Is that possible?&nbsp;Thanks, Kat

supportnoteguy · Answer

Hi&nbsp;GEMonster&nbsp;- sorry it's taken so long to post a reply!
&nbsp;
If you're accessing your AccountRight file in a web browser, you still have access to your desktop templates.
&nbsp;
For example, when emailing an invoice you can choose your template. This incvludes the templates available in AccountRight:
&nbsp;

&nbsp;
Hopefully this helps.
&nbsp;

steven_m · Answer

Hi&nbsp;adminexpress&nbsp;
&nbsp;
While AccountRight desktop application templates can be used in the browser interface, you are not able to use a browser template in the AccountRight desktop application.
In saying that, you could generate the invoices in the desktop application and then send or print them using the browser interface using that chosen template.

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Sales Invoice Templates in Web Browser

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