contacts

How do I associate a template to a customer/vendor?

To associate a template to a customer/vendor:

  • Go to Sales/Purchases on the left sidebar and select Customers/Vendors.
  • Select a customer/vendor.
  • Click the More icon.
  • Select Associate Templates.
  • Associate the preferred templates to Transaction PDFs and Email Notifications.
  • Click Save.

The selected transaction PDFs and Email Notification templates will be associated as templates to the customer/vendor.

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