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Active Member

invoice templates

I have two organisations under my account. I invoice separately.

Organisation (A) needs invoice template (A) as default

Organisation (B) needs invoice template (B) as default.


How do I do this?


I have uploaded both templates, but I can only set one default across both organisations!

1 Comment

Re: invoice templates

Hello edwar64896,


Welcome to the Community.


When creating an invoice, there's an option for you to select the template for this organisation. Please see the attached screenshot. 


For now, there's no option to permanently select the template for each organisation. I'll send this to our developers as a product feature request. 

If you have more questions, please let us know. Thanks!