Method

How to copy a Estimate/Invoice/etc. template in the Web Report Designer

Copy a Transaction Print Template (Web Report Designer)

If you create a customized print template in the web report designer, you can copy it to another Method:CRM account.

Change the size of your logo in transaction print templates using the Web Report Designer

How to add another column in invoices, estimates, sales orders, sales receipts, print template.

How to add a custom field in the web report designer to an Estimate/Invoice's print template.

A guide on creating a report to track items by customers.

A guide on creating a report to track invoices by customers.

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