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 

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