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Status New idea
Workspace Reckon Accounts Business
Categories Desktop & Hosted
Created by Guest
Created on Oct 17, 2019

RELATED IDEAS

Being able to set a preference for invoice templates for each customer

Correct invoive template would be used all the time without having to make a choice each time

  • ADMIN RESPONSE
    Nov 1, 2019

    We have added this to the ideas portal. For now the well established process is to use memorised transactions for ongoing customer accounts or indeed template types.

  • Attach files
1 MERGED

Allocate default template to customers

Merged
Different estimation and invoice template needed for different clients. If clients in a template group could be set their default template it makes more reliable sending correctly for those clients requiring specific formats in templates
about 3 years ago in Reckon Accounts Business / Desktop & Hosted 0 New idea