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.

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