How do I set an invoice template for a specific client?

You can have an invoice template for a perticular client without affecting the default template for the rest of the system. However, each client can only have one template applied.

  1. Click on the blue Clients tab
  2. Click on the desire client
  3. Click on the Invoice Presets tab
  4. Click on the desired template. You will then see a green check mark next to the name.
Updated: February 4th, 2010