Forum Discussion

DamonPC's avatar
DamonPC
Contributing Cover User
3 years ago

CUSTOM INVOICE - how do I change the default custom invoice for Sales Type Service

I can see how to set default for Sales Type Item, but not for Service, which is the type used at this company. So when using the web version you have to go in and select the customer template rahter than it being the default.

 

Any ideas?

 

Damon Cornelius