You can associate a specific invoice, credit note, delivery note, quote or statement template with a customer. SliQ will then use your chosen template instead of the global template selection when printing or emailing items for the customer.

 

To associate a specific template with an customer, select the Customers & Statements tab in SliQ and press the Templates button as shown in the following picture.

 

customer-statement-template

 

SliQ will then display the Manage Customer-Specific Templates dialog.

 

Uncheck the Use Global Template Selection button and select the template you want to use with the statement.

 

If you need to edit the template, press the Edit button and the Template Editor will open.

 

manage-statement-template

 

Read the Template Editor page for help links on editing templates.

 

Make the changes you desire and then save and close the Template Editor. SliQ will automatically select your new template.

 

See Also