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CesB's avatar
CesB
Partner
3 years ago

Invoice - Batch change to "Printed Form"

Hi all - is there a way to do a batch change of the "Printed Form" in the customer's card in "Selling Details"? At the moment we are doing it 1 by 1 and we have around a thousand to change. Thanks!

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  • Hi CesB 

    If majority of your customers will be sent the same printed form, you can update the custom printed form under Print/Email Invoices>>Advanced filters and it will be automatically used for those customers. All the others will have to be manually updated in the card file. 

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