You can change templates for all orders or certain orders, based on the store name.
Default Template for all orders
To use a default template on all Invoices or Sales Receipts, follow these steps:
- At the 'My Connections' Page, click Configure at your connection
- Expand the Transaction Tab
- Under "Sales Receipt or Invoice Template", choose your desired default template.
- Click submit.
Choose a Template by Store
You can map templates by the store name. Here are the steps:
- At Connex for QuickBooks, top Right, Settings>Rules Engine
- Click the blue, "Add New Rule" Button
- Add this Rule: