I have customized my own sale invoice in an A5 landscape layout for my tuition center, but when I upgrade it to 17.6.52, I have to click “switch template” every time, so how can I set my own customized sale invoice template as default template? thx. [image]

Read this topic for discussion about the same issue [image] [17.6.0] New workflow for custom templates The latest version is somewhat simplifying the workflow related to templates (used on invoices, orders, quotes etc). Previously, Manager had a few in-built templates and on top of that ability to create custom ones. Although it was working, I never liked the workflow. It was clunky, confusing and more complicated than it needed to be. The latest version is solving this issue by removing all in-built templates which are now available at https://www.manager.io/templates. New templates will conti…

As you will see from the topic @Brucanna linked to, this has been a moving target. I hope it is not a settled issue, because quite a few users have the same desire for a fixed template you have mentioned, @lewinkee.

Many thx to @lubos, １. Before a perfect solution has been found, maybe we can change the Priority of the “switch template” starting from Custom Templates if the user has got his own customized templates. [image] . . ２. I don’t know how to say another method, we can see by picture: [image] . . ３. For the user who need more complicated setting, we can add a select function in Customer page: [image] . . I hope the 3 suggestions above will be helpful to you. thx.

Default Sale Invoice Templates

Uncategorized

Brucanna June 27, 2017, 2:49am 2

Read this topic for discussion about the same issue

Topic		Replies	Views
[17.6.0] New workflow for custom templates Uncategorized	146	20536	June 2, 2018
Sales Invoice Template Uncategorized	3	1467	March 30, 2016
Default Invoice Templates Uncategorized	0	1153	June 29, 2017
Invoice Template Uncategorized	8	2034	June 4, 2017
Change default Theme Uncategorized	1	1699	August 16, 2017

Default Sale Invoice Templates

Related topics