Question

Customer payment proposal - templates

Forum|Forum|3 years ago
May 10, 2022
3 replies
106 views

Forum|alt.badge.img

+9

SMcLees
Sidekick (Customer)
75 replies

How can I manage the templates that are set up for Customer Payment Proposals, there is some that need deleted

Forum|alt.badge.img

+6

Nick A
Hero (Employee)
88 replies
Forum|Forum|3 years ago
May 10, 2022

Can you please provide a screenshot of the existing customer payment proposal that you are trying to delete?

Regards, Nick

Forum|alt.badge.img

+9

SMcLees
Author
Sidekick (Customer)
75 replies
Forum|Forum|3 years ago
May 10, 2022

Forum|alt.badge.img

+8

EntLihinP
Hero (Partner)
44 replies
Forum|Forum|3 years ago
May 10, 2022

Hi @SMcLees

You can go to “AR selection Template” window and do the required changes to the template.

Regards,

Lihini.