Question

Customer payment proposal - templates


Userlevel 6
Badge +9

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


3 replies

Userlevel 4
Badge +6

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

Userlevel 6
Badge +9

 

Userlevel 3
Badge +6

Hi @SMcLees 

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

 

Regards,

Lihini.

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