Method Community

I'm experiencing brain freeze and can't locate where to change my default invoice template to a customized one I've created in Report Designer. Can you please refresh my memory where these settings are located?

Thanks.

 Hey K.C.

Good to hear that you have been customizing reports!!!

Now that you have your report done, you need to update your "Print Preview" button. Currently your actions point to the old report, you need to update it to point to the new report. Once you get that done, you should be able to start using your report right away!

Hint: You need to update your Generate Report action.

Never mind, I found it! The OTHER ACTIONS button.

 Hey K.C.

I just wanted to point out, my post above would be what you would need to do if we did not have that handy "Other Actions" button on the screen for you.