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.