Custom invoice selection in page groups

Chad B. shared this question 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?

The same question

Comments (4)

Nick T. ● 12 months ago

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.

Reply URL

Tim B. ● 12 months ago

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?

Reply URL

Chad B. ● 12 months ago

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

URL

Brittany M. ● 12 months ago

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

URL

Tim B. ● 12 months ago

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.

Reply URL

Chad B. ● 12 months ago

That works too!!!!

URL

Tabitha M. ● 20 days ago

Page Group question. (Searched Knowledge base - no info found)

I want a different contact form for a specific interest inquiry. It appears each page group is only allowed 1 contact form per group as I am getting this error when I am trying to create another contact page within the same page group. Is this correct? So I simply make another page group when I need a different contact page?

Reply URL

Chad B. ● 20 days ago

2 things you can do.

1. Elementor (Easiest/most versatile) - Create an Elementor form for a contact form. It will create the lead in IO, especially if you map all of your fields with ID's (https://rental.software/support/knowledge-base/article/website-making-leads-with-elementor-forms)

2. Page Group - You could do what you're doing but instead of creating an entire page group. Just create one for that page. This adds a lot of inconveniences for your inventory and account. Elementor is definitely the way to go.

URL

Tabitha M. ● 20 days ago

Thanks for replying Chad. :)

Unfortunately, I don't use the Elementor for my web site. I host and build in Wix Create (http://www.animatedart.us) So elementor hasn't been useful to me.

URL

Chad B. ● 20 days ago

OH, well, your only option is the page group, and I'm not certain you can do anything but add entire page groups based on how IO is designed to work.

URL