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 .
- In the Search field, enter the name of the template to copy or use the Lookup to select the template.
- 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.
- Click Save.