Copy an Invoice Template

You can copy an existing template and modify its settings to create a new template.

To copy an existing invoice template:

  1. From the Navigation menu, click Billing > Invoice Template Editor.
  2. In the Search field, select the template that you want to copy.
  3. On the toolbar of the Invoice Template Editor form, click New > Copy Current Invoice Template.
  4. Give the template a new name and change any settings to reflect the purpose of the new template.
  5. Click Save.