I am trying to change my invoice template from service to items. I know where to go to do it but keep getting a "Something when wrong" message. I tried with Purchases and it works. but no luck with invoices. Please help.
Catherine
Hi there cmculloch,
If you haven't tried it yet, you can change your invoice template from services to items through the Sales settings. Here's how:
Another workaround is to go to an actual invoice and change the field layout using the gear icon. Regarding the "Something went wrong" message you've encountered, try clearing your browser cache or using a different browser. If you still can't change the invoice template, you can reach out to our support team directly via our virtual assistant MOCA or by submitting a support case via MyAccount.
Best regards,
Doreen
