Template button on invoice edit screen
We create a new invoice then send it immediately to the retailer to confirm it. When we create the invoice and are still in the edit/creation screen we would like to specify the template (we use a confirmation template) and send immediately without going back to switch templates and then send. A workflow issue, functionality is all there.
7
votes
Greg Aanes
shared this idea
Hi there,
We currently do have the option to change the template in the invoice edit/create screen.
You will find this option at bottom right corner in the edit screen
Regards,
Zoho Cares
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Paul Chung
commented
we need it too. we need sales has their own templates rather than select their template each times.