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Status Acknowledged
Product IRIS KashFlow
Categories Invoicing & Quotes
Created by Guest
Created on Nov 16, 2017

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Facility to assign an individual PDF template to Invoice, Estimate and Statement

We have designed new and different templates for our Invoices,  Statements and Quotes (Estimates) - however you are only allowed to have one default PDF which means that everytime you send out one of the above your have to go into Options and change the PDF settings. It would be great to have a PDF default for each of them.

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    • Guest
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      |       Jan 11, 2018

      As I posted this idea - I would still like it to happen!

      We've created our own PDFs for Invoice, Estimate and Statement but it means we have to go into Options each time to change the pDF setting if you go from sending an invoice out to then a statement.