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You're almost there, TBA3. There's just one more step to complete.
You're already on the right track in ticking the Show on invoice checkbox on your invoice template. Now, to ensure that account summary will be displayed, we'll have to select the correct custom template when creating the transaction.
Just a heads up, the details won't populate in the modernized template or if the transactions that make up the balance forward are more than 1 year old.
When you're ready, here's how to proceed:
You're already on the right track in ticking the Show on invoice checkbox on your invoice template. Now, to ensure that account summary will be displayed, we'll have to select the correct custom template when creating the transaction.
Just a heads up, the details won't populate in the modernized template or if the transactions that make up the balance forward are more than 1 year old.
When you're ready, here's how to proceed:
- Open your existing invoice.
- Go to Manage and scroll down to Design.
- Under the Other templates section, select the correct template.
- Click Make default.
- Select Print or download or Review and send to preview the sales form.
If you have any additional questions, please don't hesitate to reply. We're here to help.
