Hi Everyone,
My colleague is creating a custom Word template for our customer meetings so we have set details to take with us to the meeting.
She has asked: 'How you can setup a word template to include only invoices in the current financial year and not all invoice the school have against their account.'
So when she has created the template it pulls through all invoices rather than just the current subscriptions they take.
She is off this week but if we need to show screen shots when she is back we can do.
Many thanks
Chris Martin
