Different invoice layouts based on customer type

Question

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

Andy Rickeard · Accepted Answer

Hi Paul, As John suggests you may be able to use the Analysis fields, either in the way he suggests as an identifier to filter on, or you could use the Analysis fields to determine what appears on an invoice layout thereby using one layout that formats differently depending upon Analysis field content. There isn't currently a link between a customer record and an invoice layout, but it is something you could suggest on the Ideas Board > Regards, Andy Sage UKI

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Different invoice layouts based on customer type

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