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, complete the following steps:
- From the Vision Navigation menu, click .
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In the
Search field, enter the name of the template to copy or use the Lookup to select the template.
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On the toolbar of the Invoice Template Editor form, click
New and then click Copy Current Invoice Template.
- Complete the information on all tabs of the form.
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Click
Save.