Select Template Set from transaction

Overview

Surf Accounts team has introduced a feature where the user can set the desired template while entering the transaction. From contacts, you can set the default template for the customer as shown below.

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Now when you create an invoice for the same customer the following screen will appear where the default template will be set as Template Set 2.

Please see below:

Select_Template_Set_from_the_Transaction_Image_II.jpg

Here the default selection shows Template Set Use is Template Set 2 as it is already set from the contact browse.

Surf Accounts has introduced a feature where the logo can be changed from the transaction to increase the flexible. By using the drop down select your desired template set. For details see below.

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See the preview of the same invoice with Template Set 1 and Template Set 2

Preview of Invoice where Template set 1 has been selected.

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