How do I associate unique templates to my customers?
If you don’t want your organization’s default transaction templates to be used for certain customers, you can associate a unique template for customers. To do this:
- Go to the Customers module from the left sidebar.
- Select the customer for whom you want to associate the template.
- Click the More dropdown.
- Select the Associate Templates option.
- Choose the necessary invoice and credit note templates.
- Click Save.
Now, these templates will be used for invoices and credit notes that are created for this customer in the future.