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/Edit Page

  • Go 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.

Note: You will not be able to create a new template from this page. You can create new templates from PDF Templates under Customization in Settings.

  • 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/Vendor

  • Go to Sales and select Customers, or go to Purchases and select Vendors.
  • Select the customer/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.

Note: To create a new PDF template, click + New PDF Template at the bottom of the Transaction PDFs section.

  • 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/vendor.

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