Regarding a saved template of particular clients that I created, it appears it is not possible to generate bills and ultimately approve them from the saved template. It's been suggested to make custom fields. In the meantime: When I went to generate bills, (and I didn't realize it at first) bills printed from the client selection filter and not the template. Someone had mentioned that the option to review proof stage bills before printing may have been checked bringing me back to client filter and not the template. I have 2012 version and am fairly new at this. So what is the purpose of a saved client template if one cannot generate bills from it? Sounds like I'm doing something incorrectly. Any suggestions? Thank you.
↧