Quickly choosing template
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?
Best,
Anthony
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Support Staff 1 Posted by Seth B on 08 May, 2013 05:18 PM
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 Posted by Anthony Dodero on 08 May, 2013 05:24 PM
Awesome! Easy fix.. tx!
-a
ANTHONY DODERO
ART DIRECTION + DESIGN + ANIMATION + FILM
347.688.3633 // adodero[at]gmail[dot]com // anthonydodero[dot]com
Seth B closed this discussion on 09 May, 2013 08:47 PM.