In the ‘settings – template’ we needed to be able to put in at least 2 templates (or more) for the user to select either one when sending an invoice. Here’s how it works.

When you edit an account (if you need to see how to do that go here: How to edit an account in Flobot we have added a switch that says ‘Use Invoice template’ And then have a drop down of the available templates to select.

Why we needed this.

It maybe that a user has different payment requirements for different customers and so they will need different things displayed on the invoices. For example, if the user ‘factors’ their invoices and the bank details of the bank are used or they have a different bank account for use in certain circumstances. This feature enhancement now allows the user to select which invoice template and details are used for each client.

Written By

Adrian Portsmouth