default client templates – Zistemo Knowledge Base https://zistemo.com/knowledge-base Zistemo is the smartest app for instant time and expense tracking. Boost productivity and save time with zistemo. Thu, 27 Sep 2018 11:30:38 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.2 Default Template for a Client https://zistemo.com/knowledge-base/content/default-template-client/ Mon, 26 Mar 2018 10:49:36 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=3993 As you can now set the default template for all documents (invoices, estimates, retainers) in Settings -> Stationery Templates (more here), you can also choose a special template for each client you have.
Just go to the Update Client page -> ‘Client Default Settings’:

Next, click on ‘Default Template’ field and choose the template:

Save client updates and from now all invoices/estimates/retainers related to this client will use this template.

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