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Invoice Template by Business unit

janet_da
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Hello!

ST only has one email invoice template for all business units.  We would like to be able to change the invoice template by business unit.  We need to word some of the emails differently based on the business unit.  Any ideas?  Thanks!

4 REPLIES 4

afranza1
New Contributor II

When you send statements, if you select send copies of invoices, which template invoice get set?

afranza1
New Contributor II

I want that option too.  Our business units need different information on their invoices. Before templates we had to cut and paste from for the job summary to the invoice summary certain details. We don't need to do that any more. Now we need to make sure we use to the current template.

evohvac
New Contributor II

I would love to see and I too would use different invoice and proposal types if available.  Having one does not work for us and we tend to edit some of the particulars for differing job types.  Waiting for this YAWL

GDJAX
New Contributor II

WE have asked for this too. Would love to see it!