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Question

Customer payment proposal - templates

  • May 10, 2022
  • 3 replies
  • 106 views
S
Sidekick (Customer)
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How can I manage the templates that are set up for Customer Payment Proposals, there is some that need deleted

3 replies

N
Hero (Employee)
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  • Nick A
  • Hero (Employee)
  • May 10, 2022

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

Regards, Nick
S
Sidekick (Customer)
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  • SMcLees
  • Author
  • Sidekick (Customer)
  • May 10, 2022

 

E
Hero (Partner)
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  • EntLihinP
  • Hero (Partner)
  • May 10, 2022

Hi @SMcLees 

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

 

Regards,

Lihini.

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