Forum Discussion

OlgaD's avatar
3 months ago

Can you delete personalised invoice templates?

I have started a new job and they have created multiple invoice templates. 
Is there a way to delete the extra personalised invoice templates that are not needed? 
They want me to add the banking details onto the invoice template but doing that on all 12 templates would take too much time, and I don't know who uses which template. So deleting the additional ones would be much easier. Any advice? HELP

  • Hi OlgaD,

     

    Seems like you're dealing with a lot of invoice templates and it's causing some confusion. If the invoice templates were created in the desktop version of AccountRight, they can't be deleted. However, if you've created an invoice template through your AccountRight browser version, you do have the option to delete them. A workaround for the desktop version could be renaming the invoice templates. This way, it'd be easier for you to identify which ones are needed and which ones are not. For more info, check out this Help article: Personalising invoices.

     

    Feel free to get in touch if you need more help.

     

    Cheers,

    Princess

  • Hi OlgaD,

     

    Seems like you're dealing with a lot of invoice templates and it's causing some confusion. If the invoice templates were created in the desktop version of AccountRight, they can't be deleted. However, if you've created an invoice template through your AccountRight browser version, you do have the option to delete them. A workaround for the desktop version could be renaming the invoice templates. This way, it'd be easier for you to identify which ones are needed and which ones are not. For more info, check out this Help article: Personalising invoices.

     

    Feel free to get in touch if you need more help.

     

    Cheers,

    Princess