How do I associate personalized templates with my customers or vendors?

You can personalize PDFs and the emails you send to your customers and vendors by customizing them. Here’s how:

  • Go to Sales on the left sidebar and select Customers, or go to Purchases on the left sidebar and select Vendors.
  • Select the customer or vendor.
  • Click More at the top of the customer’s or vendor’s Details page and click Associate Template from the dropdown.
  • In the pop up that appears, select the dropdown next to the entity whose template you want to change and select the new template from the dropdown.
  • Click Save.

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