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:
- From the Navigation menu, click .
-
In the
Search field, select the template that you want to copy.
-
On the toolbar of the Invoice Template Editor form, click
.
- Give the template a new name and change any settings to reflect the purpose of the new template.
-
Click
Save.