Every bid and invoice also has its own Document template picker on the create/edit form, and a Template control next to the PDF button on the detail page that saves immediately when you change it, for a one-off override on that single document. To make a customer’s bids or invoices consistently use a particular look without setting it on every document, open the customer’s page (or the customer form) and use the Document Templates card: pick a Bid template and an Invoice template independently, either can stay on Company default. Receipts always use the company’s default receipt template, there is no per-receipt picker at any level.
A customer pin applies whenever a document for that customer does not have its own template chosen. The order Conduit checks, most specific first: a template chosen on the document itself, then the customer’s pin for that kind, then your company’s default template for that kind, then the built-in system default for a document created before you ever opened that kind’s tab.
- Pin a bid template to a customer.
- Pin an invoice template to the same customer.
- See the resolver priority.