Invoice Templates can be assigned to a Customer/Shipper to provide different payment options depending on the template.
Go to Administration → Customers/Shippers or to Operations → Customers/Shippers (this requires special user rights set by an Administrator).
For Administration, in the Active Customers/Shippers tab find the appropriate Customer either using the Search box or navigating through the pages at the bottom of the table. Click on the Customer/Shipper’s name to open the profile.
For Operations, the default view is Active customers/shippers. Locate the customer/shipper that needs to be edited and click on the at the end of the row.
The shipper profile will be displayed.
Navigate to the Payments tab and locate the Payment Information section.
Click Edit to open the entry field.
Select the appropriate template from the list and click Save to complete the assignment.
The assigned template will display in this section.
For more information on creating invoice templates click here.