Re: Changed estimate template isn't showing in Method

Method_Jeff — Thu, 27 Nov 2014 16:00:33 GMT

Hi pookiefeb

Have you set the new Estimate template as the Default Print Template? Or is it that you can't set it as the default because it hasn't shown up yet?

If you haven't there are a couple of ways to do this. set it yet

Option 1 - If you have Field Services installed you can set the default Estimate and Invoice Templates through it.

Step 1 - Open up the Field Service Center tab and view the Dashboard

Step 2 - In the right hand column of the top section you should see 'Customize Templates...' under the Settings heading, click on that

Step 3 - Select your chosen Estimate template from the dropdown list and click 'Save & Close'. The new template should now be usable

Option 2 - If you don't have Field Services installed or you want to change the defaults for any of Check, Credit Memo, PO, Sales Order, Sales Receipt as well you can do it with the following steps:

Step 1 - Go to the Customers tab and view the Estimates screen

Step 2 - At the bottom of the screen you should be able to see the 'More Actions...' button. Click on that and select 'Customize Print Templates...'

Step 3 - Select your chosen Estimate template from the dropdown list and click 'Save & Close'. The new template should now be usable

I hope this helps. Let me know if you have any more questions or it doesn't solve your problem.

Jeff

Changed estimate template isn't showing in Method

pookiefeb — Wed, 26 Nov 2014 16:36:12 GMT

I made changes to an estimate template and it's not updated yet into method. It is still showing the old version. How can I fix this?

Method:Classic General Q&A

Re: Changed estimate template isn't showing in Method

Changed estimate template isn't showing in Method