In our business we use QB as our POS software for invoicing and receiving payments. As such we print off two documents for our customers: 1) The invoice which shows an itemized break down of what they are paying for as well as it having some custom statements which require initials or a signature. & 2) a payment receipt that doesn't have the custom statements.
I have created both of these templates (the best I can with the ULTRA limited customization options) but cannot figure out how to assign the templates to the documents.
Is what I am trying to accomplish possible in QBO?
