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

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  • 0

    Paul

    Some lateral thinking can also help. There is a largely redundant tab on the Customer Edit screen for bank details.

    Using the payment method to determine some of the bank payment text you mention, would be easy enough,

    The way I typically do this is to create a text box that is suppressed unless a condition is met. With careful planning multiple text boxes can be stacked on top of each other and only one prints

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  • 0

    Paul

    Some lateral thinking can also help. There is a largely redundant tab on the Customer Edit screen for bank details.

    Using the payment method to determine some of the bank payment text you mention, would be easy enough,

    The way I typically do this is to create a text box that is suppressed unless a condition is met. With careful planning multiple text boxes can be stacked on top of each other and only one prints

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