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:

1. From the Vision Navigation menu, click Billing > Invoice Template Editor.
2. In the Search field, enter the name of the template to copy or use the Lookup to select the template.
3. On the toolbar of the Invoice Template Editor form, click New and then click Copy Current Invoice Template.
4. Complete the information on all tabs of the form.
5. Click Save.