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. In the Navigation pane in the desktop application, select Settings > 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.