Setting a custom invoice layout for a customer

Overview

You may have a customer where you want them to get a different report layout to other customers. For example they may be one invoice per month and want a special report layout that is different to the standard layout deployed with Readysell. You have to create a custom invoice layout before you can set the customer to use the layout. We recommend against using custom invoice layouts where possible, but there are business cases where you have to take this approach.

Procedure

• From the navigation panel select relationships then select cards
• Find the customer record
• On the settings tab select customer settings
• Select pull down arrow on the right hand side of the "Invoice Layout" field
• Select the custom report layout that you want to use for that customer

• Now all invoices printed, emailed or batch emailed for the customer will use the invoice layout you specified. Instead of the standard invoice layout.