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Replying to:
Kristine Mae
Moderator

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I appreciate the detailed information, quickuser2011.

 

Yes, you're understanding it right. You can create two totally different invoice templates using MS Word, then import them to the system.

 

Though, we're unable to assign a specific template to a customer. You'll want to choose the template manually when you create the invoice.

 

Let me show you how:

  1. Click the Plus sign (+) icon.
  2. Choose Invoice.
  3. Click the Customize link, then choose the template.

I also suggest sending feedback. We always want to know our customers' thoughts and what features they want the most. You can do that by clicking the Gear icon, then choosing Feedback. Our software engineers will directly receive the feedback.

 

Should you have other concerns, I'm just a comment away. Have a great day! 

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