Add a Profit & Loss by Class to the default templates. This report will be the same as the Profit & Loss but will have a Class column, showing the P&L for each class, anything without a Class assigned will be under an 'unassigned' column
I've tried to find a solution to this dilemma but it's either not out there or simply doesn't work. Try as I might, I cannot get the Invoice Template to default to my template of choice. The number of times that I've sent an inferior invoice to my...
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
