How do I associate personalized templates with my customers or vendors?

You can personalize PDFs and the emails you send to your customers and vendors by customizing them. Here’s how:

• Go to Sales on the left sidebar and select Customers, or go to Purchases on the left sidebar and select Vendors.
• Select the customer or vendor.
• Click More at the top of the customer’s or vendor’s Details page and click Associate Template from the dropdown.
• In the pop up that appears, select the dropdown next to the entity whose template you want to change and select the new template from the dropdown.
• Click Save.