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How to change Invoice/Transaction View Image Seeded Template?

edited Aug 8, 2019 8:10AM in Receivables & Collections 1 comment

Summary

I want to slightly modify the system default's invoice print report (view image)

Content

 

ACTUAL BEHAVIOR

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System Default Template is displayed after clicking on View Image

 

EXPECTED BEHAVIOR

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Custom Defined Template (BI - Bill Presentment Report) to reflect when we click on View Image

 

STEPS

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The issue can be reproduced at will with the following steps:

 

1. Go to Receivables > Billings > Manage Transactions

2. Complete and Review > Click on View Image

 

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When trying to modify the system default BI - Bill Presentment report by uploading a custom RTF template it will give an error that system defaults cannot be modified and saved. The question is, after duplicating Bill Presentment report and editing its template, how do I set this newly created custom report to run when clicking the View Image button?

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