contract page when sending the invoice

isabelle A. shared this question 14 months ago
Answered

Hello

Can you copy our contract pages we have when sending a contract to be the same when we send the invoice ?

thank you

Comments (13)

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Sorry, I don't quite get what you mean? Which template needs changed?

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I don't know what the template is called.

Here is what i mean:

When i send a contract to a customer, there is a page on the left side for the signature and payements option. It is called the contract page. I have 5

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Now, when i send the invoice to the customer, the left side is not the same.

You will see the difference if you click on ''contract'' or ''invoice'' in a lead.

What we need if for the left side when we send an invoice be in french and the payment method be the same as when i send the contract

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I have updated your invoice page template so that it can also allow payments..is this what you mean?

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All of this should be in French (see in yellow below) like it is when i send the contract.

Also, when i send the contract; i have those info as payement methode:

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If you go to Settings-->Pages/Templates there's two Invoice Pages here you can update w/ french tranlation.

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Ok, i don't know why i did not see it before. thank you

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Hello Susan, i was just going to do the translation an i notice i only have 2 pages in French. I need them in English as well and i can't seem to be able to copy them myself...

I need the invoice pages to be set up like the contract page. Then i will go into the FR to translate.

Thank you

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Ok I went ahead and made that second copy for your English contract. They are both going to be labeled as 'Contract ENG'.

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Sorry if i was confusing...

The contract pages are OK and i am talking about the pages in PAGE TEMPLATES not the contract itself

What i need is Invoice pages from the page templates for both location, FR and EN....

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Ok so you would like one invoice template in French and another one in English is that correct?

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Yes, for both location so 4 in total

Once it's done, i will go into the FR ones and translate them

thank you

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Q.... Do you want it to automatically pick which version based on a language setting so you don't have to change it for them?

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Hello Nicki, since i have 4 different sites, i need 4 different ''template'' page. But the system does take the good one depending on which site the quote if from.

Thank you

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This has been completed. The invoice page has been created for both locations in FR and ENG. Please take a look.

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all is good. Thank you

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Perfect!

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