Apply a custom template on the organization, company, or customer record whose invoices should use it. DualEntry renders each invoice PDF with the most specific template that applies: customer first, then company, then organization, then the read-only System English Letter template. See How Custom Templates Work for why it works this way.
Prerequisites
- An active custom template. See How to Create a Custom Template. Archived templates can’t be applied.
- The
invoice_template:assign permission. The Admin, Accounts Receivable, and Controller roles include it by default. Without it, the Custom template field is read-only.
- To apply a template at the organization level, the
organization_settings:edit permission as well.
- The record must already be saved. On a new company or customer, save the record first, then come back to set its template.
Apply the template
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Open the record for the level you want:
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In Custom template, choose the template. To remove an existing assignment and inherit from the level above, choose Use inherited default.
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Save the record.
The assignment takes effect only when you save the record; closing it without saving discards your choice. After saving, the field shows Effective template with the template’s name, or Inherited followed by the name when it comes from a broader level. The template’s Applied for column on the Custom Templates list now includes this record.
One template can be applied to any number of records at any level.
Check which invoices pick up the change
New invoices for the record render with the new template. So do existing invoices that haven’t been downloaded or emailed yet. An invoice that has already been downloaded, bulk downloaded, or emailed keeps the layout it was first generated with, so its PDF doesn’t change.
To confirm, open an invoice that hasn’t been sent yet under Money In → Invoices and check its PDF preview.
Troubleshooting
The invoice still uses the standard DualEntry layout. Check the template’s Applied for column. Nothing means the template isn’t applied anywhere; apply it and save the record. If it’s applied, confirm the template is active, not archived.
A customer gets a different layout from the rest of the company. The customer has its own template, which overrides the company’s. Set the customer’s Custom template to Use inherited default and save to fall back to the company template.
An invoice you already sent didn’t change. That’s expected. The invoice keeps the layout from its first download or email. Templates you apply now affect only invoices that haven’t been downloaded or emailed.
The Custom template field is disabled. Either the record hasn’t been saved yet, or you don’t have the invoice_template:assign permission. Ask your Admin.
Two templates are hard to tell apart in the list. Rename one so the name includes its country, language, or company. Last modified on October 6, 2026
