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Wolshaz's avatar
Wolshaz
Experienced Cover User
6 years ago
Solved

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

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?

  • 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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  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    6 years ago

    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). 

  • Wolshaz's avatar
    Wolshaz
    Experienced Cover User
    6 years ago

    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

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