Method Community

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 

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!

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!

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

Regards,
Michael