Custom invoice selection in page groups

Chad B. shared this question 20 days ago
Answered

On the contract page, we can choose the default contract for that page group. So when we create new page groups, it will use the corresponding contract. Is it possible to have the same feature on the invoice page/template?

Comments (3)

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We have suggested this feature for our developers, and we will keep you updated with the likelihood and progress of that feature here. Thank you.

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I don't think we currently support multiple invoice templates anywhere for a page group. You can do it for contracts because we have an entire section on the lead where you select which one you are using for that lead. Doing the same for invoices adds a lot of complication. Is there another way to achieve your end goal?

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Okay, on the contract page template you can choose a default contract. I think I'm just asking that if I change my page group that the invoice default changes with that contract default or page group default. Not for there to be multiple invoice options

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Thank you. We sent this response back over to the developers.

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We can make sure the invoice template for the correct page group set on the lead is used. We will have that for the next update or earlier.

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That works too!!!!

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