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How I do associate a template with a customer or vendor?
To associate a template with a customer or vendor:
- 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 for whom you want to associate a template.
- Click More on the top right corner of the customer’s or vendor’s Details page and select Associate Templates from the dropdown.
- Click the dropdown next to the required modules and select the template you want to associate.
- Click Save.
The template that you selected will be used when you send transactions to the customer or vendor.
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