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Default templates for sales orders, invoices, estimates

Last post 06-27-2011 2:22 PM by m.mehr. 3 replies.
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  • 06-27-2011 11:39 AM

    • m.mehr
    • Top 50 Contributor
    • Joined on 06-01-2011
    • Henderson, NV
    • Posts 100

    Default templates for sales orders, invoices, estimates

    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 

    Michael J. Mehr, CPA.CITP
    michael@mehrcpa.com
  • 06-27-2011 1:45 PM In reply to

    • Matt
    • Top 10 Contributor
    • Joined on 11-03-2008
    • Posts 877

    Re: Default templates for sales orders, invoices, estimates

    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!


    Matt Raiser

    Founder,



    www.techinthefield.com

    matt@techinthefield.com

    219-221-9500



    ~ Method user / partner since 2008

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  • 06-27-2011 1:53 PM In reply to

    Re: Default templates for sales orders, invoices, estimates

    Answer

    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!

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  • 06-27-2011 2:22 PM In reply to

    • m.mehr
    • Top 50 Contributor
    • Joined on 06-01-2011
    • Henderson, NV
    • Posts 100

    Re: Default templates for sales orders, invoices, estimates

    Answer

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

    Regards,
    Michael 

    Michael J. Mehr, CPA.CITP
    michael@mehrcpa.com
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