Method:Classic General Q&A

Re: Default templates for sales orders, invoices, estimates

m.mehr — Mon, 27 Jun 2011 19:22:56 GMT

That's what I was looking for, thanks to each of you!

Regards,
Michael

Re: Default templates for sales orders, invoices, estimates

Method_Valbon — Mon, 27 Jun 2011 18:53:17 GMT

Hi Michael,

From the original Sales Order screen, click on the ‘More actions...’ and then choose ‘Customize templates’. This will set the value in the ‘PreferencesMethod’ table.

Thanks Matt!

Re: Default templates for sales orders, invoices, estimates

Matt — Mon, 27 Jun 2011 18:45:41 GMT

Hi Michael,

There a couple of place you can get to the screen to set the defaults such as

Customer Center> Invoices screen. Click More Actions and select Customize Print Templates

You can follow the same steps on the Customer Center> Estimates screen

Hope that helps!

Default templates for sales orders, invoices, estimates

m.mehr — Mon, 27 Jun 2011 16:39:34 GMT

Greetings from Las Vegas!

Is there a screen in Method to set the default templates used for sales orders, invoices and estimates? In other words, how do we set the value in the table.field "PreferencesMethod.DefaultTemplateInvoice" and similar fields for other doc types?

Thanks!
Michael