Automation - Auto Apply Invoice Template

Automation - Auto Apply Invoice Template


I'm looking for help on a way to automatically apply a specific template based on the currency set for the customer. 

As an example, if I create a brand new invoice and select a customer with their currency set to CAD I want it to automatically change to the CAD invoice template. The same goes for a customer with USD set as there currency, automatically changing to use the USD invoice template.

As a note, the automation doesn't have to be based on the currency field. I'm open to any alternative suggestion, just looking for a way to automate a manual process. 

Thank you!

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