Status
New idea
Workspace
Reckon Accounts Business
Categories
Desktop & Hosted
Created by
Guest
Created on
Oct 7, 2021
RELATED IDEAS
This idea has been merged into another idea. To comment or vote on this idea, please visit RAB-I-375 Being able to set a preference for invoice templates for each customer.
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