Forum Message

Multiple Invoice Templates

Hi there,

Currently running a wedding photography business that involves sending out customers multiple invoices at different times of the year when partial payments are due.

Was just wondering if it is possible to have multiple invoice templates, and are therefore able to select which one you would like to print? I currently need two different types, one for when a 50% deposit due, and a final one for when the rest of the balance is due. Is this possible?

Any advice would be greatly appreciated!


Posted by Amie on Jun 6, 2012 12:32 PM BST

Hi Amie,

Sorry no, Solar Accounts only allows one invoice template per business file. A workaround is to create a second 'dummy' business file, then enter the same invoice in both files.

Regards,


Posted by Mark McLaren (Solar Accounts) on Jun 6, 2012 3:06 PM BST

Okay thankyou for your help!

In that case, is there any way i can edit the 'statement' template?


Posted by on Jun 6, 2012 3:16 PM BST

Hi,

Yes, you can edit the customer statement template by clicking menu Setup > Invoice Template, then changing the Type to 'Customer Statement'.

Regards,


Posted by Mark McLaren (Solar Accounts) on Jun 6, 2012 3:19 PM BST

i just need a second invoice template,
my main one for posting has my business logo across top
i need 2nd one for e mailing invoices so the software prints business logo.

can you help

regards jason


Posted by Jason Storey on Aug 13, 2016 9:48 AM BST

Hello Jason,

I'm sorry but Solar Accounts only allows one invoice template per business. I'll note your support for adding a second template.

​Regards


Posted by Mark Mclaren (Solar Accounts) on Aug 13, 2016 12:14 PM BST

Hi, I would second a request for multiple templates.

I have a limited company and also use a trading name for a separate part of the business. Having to setup a dummy file to create a second template takes twice as much work!

King regards

Dave


Posted by Dave Corwood on Jan 11, 2017 2:46 PM GMT