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June 22, 2019
Question

I have developed a quote template however when printing out it picks up the information from the footer of my invoice

  • June 22, 2019
  • 1 reply
  • 0 views
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1 reply

RenjolynC
Level 9
June 22, 2019

Having a personalized template for quote build confidence to your company, jillbroomhall.

 

It's possible that the template selected from the Customise section is the standard or the other Quote template. This is why it shows a different footer.

 

Let's check it out by following these steps:

  1. Open the Quote transaction you created.
  2. On the Quote page, click the Customise button located at the bottom.
  3. Select the Quote template.
  4. Click Print or Preview and check to see if the footer has the correct information.

I've added a sample screenshot for your reference.

Moving forward, you can check this article to make the template defaultHow to customise invoices, quotes, and sales receipts.

 

I'll be around if you have any additional questions related to custom templates. Thanks.