Within the Themes we can create Quotes and Invoices and we have different invoices for different customers (based on payment terms)
Whilst we can set a default – say “Quote” when we come to raise and invoice for a customer we have to go into their account; Options and choose the theme/correct invoice for that account under PDF theme.
We then raise the invoice – All OK. But when we come to raise another job card for them we have go to into the account again and select the theme for a quote
Can this be simplified as a drop down menu, created for when you are raising quote and invoices?
Or can it be an easier switch system? Say have a default theme for quotes and a default theme for invoices within the options
I’m sure this is common problem since a quote & invoice layout will be different for every company who use Kashflow!!!