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Invoice: Add 'Select Branding Theme' to print PDF button

Invoice - Add ability to "Print PDF" button to select which Invoice Branding Theme to print regardless of the Branding Theme assigned to the Invoice.

Use Case: Business has products which are legally required to be sent to a third party. White the invoice being sent to the customer is a full invoice, a reduced version is included for this third party. With current functionality, we have to Edit the Invoice, Change the Branding Theme, Print the PDF and then edit the Invoice and revert the Branding Theme back to our standard.

Unlike the "Invoice Options" dropdown button, I'm suggesting a segmented "Print PDF" button - clicking on the "Print PDF" prints the invoice as it does currently using the Branding Theme assigned to the invoice. Clicking on the drown down arrow, the user is presented with the available Branding Themes from which to select. Please see attached image for an example.

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Mark Burgard shared this idea  ·   ·  Report…  ·  Admin →
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  • Terry Gastouniotis commented  ·   ·  Report

    This is a great idea. When we print an invoice we have two branding themes to support our custom templates. One for the invoice, and one for a shipper. The default templates are not good for us.

    So as of now, we have to print one, then edit, change branding theme, and print the other. Having the option to select the branding theme when selecting the Print PDF would save multiple steps.

    Terry