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Replying to:
Gatsoman
Level 3

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Hey Guyiac

 

Probably best off ignoring support given their current track record. Their advice will almost certainly be:-

 

1) Try a different browser/private mode

2) links to other help files

3) ‘we’ll create a feature request’ and consider that the end.

 

For your issue, definitely for the foreseeable future leave ‘progress invoicing’ turned off as that 100% will not work. I do have it on good authority though that progress is genuinely being made in getting to the bottom of this problem.

 

Your issue is likely with your template. 

 

When you initially create your custom template within the custom template creator, are you able to generate a PDF in there showing a rough example of what it is going to look like, or do you get a download or embedded PDF which won’t load or is corrupted? You MUST be able to preview it from within the custom form editor or it won’t work elsewhere. Examples of failures include a weird download when you click to preview (which probably won’t have an extension and even if you force it to open in your desired PDF viewer, still won’t open), or a broken link icon in your embedded PDF window.

 

Feel free to attach the .doc invoice template file to a post and I’m happy to check it over for you.

 

Cheers

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