Lana Moore
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5 votesLana Moore
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You should be able to have a custom style for each type of document such as PO, Invoice, etc..
And you should be able to have those customized per customer or vendor.
ALL Vendors want to see specific things on their PO.
ALL Customers require certain things on their Invoices.
In a perfect world, there would be a Customer Center and a Vendor Center.
For each customer or vendor:
1. Pick the template style
2. Choose the content that will print
3. Create messaging for that customer in the Invoice
4. Fill in the TO, CC, and BC so they auto populate
5. Create the email style and messaging
Everything takes SO much time because there is SO much manual manipulation of a single template.