Has anyone ever performed or set up different invoice templates for different clients/customers in field services? Curious as to where to set that up. TIA.
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It depends how you’re generating and printing your invoices from field services, but you can set the default templates on the Mailing & Printing tab of the customer record. If you are generating/emailing from the Receivables area, then update the “Invoice” report, if you are generating Sales Order Invoices, then update the SO Invoice item. Below is a sample from the Sales Demo database.
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