How to create a customer / vendor specific print template

How to create a customer / vendor specific print template

Introduction

You can create company-specific templates if needed.    For example, you could have a special invoice that is formatted a certain way for one of your customers.    Each of these company-specific templates can:
  1. Have one or more companies for which it is available.
  2. Can be limited for use to the creator of the template, or anyone in your account.
  3. Changes Can be locked down so that only the creator or anyone in your company with template editing permissions can edit.

Creating a company-specific template

  1. Create a custom print form template as usual.   Remember to name the template with the company name for which it is customized.
  2. Make the specific changes that you'd like for the individual company. 
  3. Click the Availability tab.
  4. In the Companies section, click the Add button.
  5. Select the companies for which this template will be available.
  6. Complete the necessary work on your template and Save and Close.
The new template will appear on the appropriate document written for those company or companies 

    • Related Articles

    • Customizing Print Forms using Print Form Templates

      Introduction CustomBooks™ Print Forms can be customized to fit the needs of your business. Each print form type has a default template which can copied and modified to Add/Remove Fields Change Field Labels Add or move images Add text Change ...

    • Custom Fields

      Custom Fields Overview Users may create any number of Custom Fields that can be used in various areas of the software including the following objects: Company   (custom fields may be restricted to Customers only, Vendors only, Employees only or all ...

    • Creating a New Company (Customer or Vendor)

      Creating Customer / Vendor Follow the instructions below to create a new Customer / Vendor : Navigate to Companies from the Quick Menu. Click Create. Enter Company Name. Check Customer and/or Vendor. (at least one is required) Click on ...

    • Data Import Wizard

      Data Import Wizard If you are trying to import transactions into Cloud Banking, please see this article. The Data Import Wizard is a powerful tool and feature that enables users to efficiently bring external data into their system. With this tool, ...

    • Importing Customer, Vendor and Inventory Item Data

      Importing Customer, Vendor and Inventory Item Data Leave the importing to us! We will import your Customers and Vendors from your old accounting package, free of charge. Here’s what you need to know and what you need to do to make this happen. Your ...