Different invoice layouts based on customer type

SOLVED

Hi all,

I use different sales invoice templates for different customers, however at the minute this is a manual process.

Is there any way to link a template to a customer so it would default to the right invoice layout?  Ideally I would se a field in the customer record to flag the type of customer they are. 

Kind regards,

Paul

Parents Reply
  • 0 in reply to nerley

    Hi Nerly,

    Im just a standard sage user in a small business (not a free lancer/developer etc) but this is something I might be able to do for you, I have done something similar. New to community hub Im not sure if you can drop me a message through this forum and I'll see if I can help?

    Thanks

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