Is it possible to use different templates for transactions?
Yes, you can use different templates for transactions.
You can associate different templates with transactions in the following ways:
From the Transaction’s Create/Edit Page
- Go to the required module.
- Click + New in the top right corner to create a new transaction or select an existing transaction and click Edit.
- Click the Gear icon in the top right corner.
- Click Change next to the existing template. The list of templates created for the module will be listed in the pane that appears.
Note: You will not be able to create a new template from this page. You can create new templates from PDF Templates under Customization in Settings.
- Hover over the preferred template and click Choose Template.
The template you selected will be used for this transaction.
By Associating a Template With a Customer/Vendor
- Go to Sales and select Customers, or go to Purchases and select Vendors.
- Select the customer/vendor for whom you want to associate a default template.
- Click More on the customer’s or vendor’s Details page and select Associate Templates from the dropdown.
- Click the dropdown next to a module and select the preferred template under Transaction PDFs.
Note: To create a new PDF template, click + New PDF Template at the bottom of the Transaction PDFs section.
- Scroll down and click Save.
The template you choose for each module will be the default for transactions created in that module for the customer/vendor.