Select Template Set from transaction


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.


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:


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.


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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