Is it possible to use different templates for transactions?

Yes, you can use different templates for transactions.

You can associate different templates with transactions in the following ways:

• From the transaction’s create or edit page
• By associating a template with a customer or a vendor

From the Transaction’s Create or Edit Page

• Navigate to the required module.
• Click + New in the top right corner to create a new transaction or select an existing transaction and click Edit.
• Click the Gear icon in the top right corner.
• Click Change next to the existing template. The list of templates created for the module will be listed in the pane that appears.

• Hover over the preferred template and click Choose Template.

The template you selected will be used for this transaction.

By Associating a Template With a Customer or a Vendor

• Select a customer or a vendor for whom you want to associate a default template.
• Click More on the customer’s or vendor’s Details page and select Associate Templates from the dropdown.
• Click the dropdown next to a module and select the preferred template under Transaction PDFs.

• Scroll down and click Save.

The template you choose for each module will be the default for transactions created in that module for the customer or vendor.