Quickly choosing template

Anthony Dodero's Avatar

Anthony Dodero

08 May, 2013 04:17 PM

Hey folks. Been using your site the past few months and love it.
Quick question. I've made a few different invoice templates. One for different aspects of my business. (rentals, service ect).

I noticed that when you go to the drop down menu while in the Invoice creation page there's an "Advanced Options" section. In that section there seems to be an option to select what invoice template you want to use. However the only one it shows in the drop down menu is html_invoice. No other options.

Anyway to remedy this?


  1. Support Staff 1 Posted by Seth B on 08 May, 2013 05:18 PM

    Seth B's Avatar

    Hey Anthony - glad you're finding Cashboard useful.

    To have your secondary templates show up in that dropdown you have to name
    them a special way.

    Any template that starts with html_invoice_ will appear there - so you
    should be naming your other invoices like html_invoice_two,
    html_invoice_custom_one ... or whatever.

    The same goes for estimates...prefix them with html_estimate_ and you can
    get them to show up in the corresponding drop-down there also.

    Make sense?

  2. 2 Posted by Anthony Dodero on 08 May, 2013 05:24 PM

    Anthony Dodero's Avatar

    Awesome! Easy fix.. tx!

    347.688.3633 // adodero[at]gmail[dot]com // anthonydodero[dot]com

  3. Seth B closed this discussion on 09 May, 2013 08:47 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac