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You can associate a specific invoice, credit 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.
SliQ will then display the Manage Template 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.
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
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