Problem in Managed users Standard user / Admin and Customise invoices

Hello, @Midas.

You can create a recurring unscheduled invoice transaction for the customer. Also, you can assign a specific customised invoice template on it.

Here's how:

1. Go to the Gear Icon.
2. Choose Recurring Transaction.
3. Click the New button.
4. From the Transaction Type drop-down, select Invoice, then click Ok.
5. Enter the Template Name and pick Unschedule from the Type drop-down.
6. Select the name of the customer and the invoice details.
7. From the bottom section of the page, click the Customise link.
8. Assigned the customise invoice template for the customer.
9. Click the Save Template button.

Once completed, any authorised standard user can use the template when creating an invoice. Here's how:

1. Click the Gear Icon.
2. Select Recurring Transactions.
3. Locate the template you want to use.
4. From the Action column, click Use.
5. Review the invoice details.
   • You can also change or edit the products or services listed in the invoice. Just make sure to click the Trash Bin icon.
6. Click Save and Close.

Get back to us here if you have other questions about managing your authorized users.