Status
New idea
Workspace
Reckon Accounts Business
Categories
Desktop & Hosted
Created by
Guest
Created on
Oct 7, 2021
RELATED IDEAS
Merged idea
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