Access Dimensions - Allocating an invoice template file to a Customer : Igne IT Helpdesk

Access Dimensions - Allocating an invoice template file to a Customer Print

Created by: Josh Hawkins

Modified on: Wed, 11 Dec, 2019 at 10:43 AM

1. Open Dimensions

2. Go to Customers and select the customer you'd like to amend.

3. Click the Edit button on the ribbon

4. Go to the documents tab. (Remember you may need to use the scroll options)

5. Click the documents icon, and change the Reporting template to "InvoiceGroup.rpt"

6. Click Save.

mp4

(2.78 MB)

Josh is the author of this solution article.

Did you find it helpful? Yes No

Help Desk Software by Freshdesk