Can I assign different templates to different clients?

Question asked by Fernando Hidalgo 8 years ago

I work as a freelancer in totally different business. Basically I am using Clearbooks to generate invoices for different kind of clients (IT clients and climbing clients!)

Would it be possible to define a default template per customer (or project)?

2 Replies

Hi Fernando, you can have as many templates as you wish and, whilst you have to make one the default, you can switch between any of them when creating invoices.

If you Toggle on "Project invoices" you can also use different logos and contact details per project and so make the invoices look as though they are coming from two different divisions within one business.

Oh, thanks!

It is not bad but unfortunately I cant define different Templates by default per project.

Oh well, not big deal though.

Cheers,

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