Copy an Invoice Template

You can copy an existing template and modify its settings to create a template.

To copy an existing invoice template:

1. In the Navigation pane, select Settings > Billing > Invoice Template Editor.
2. In the Find Invoice Template field, select the template that you want to copy.
3. On the Actions bar of the Invoice Template Editor form, click Other Actions > Copy.
4. Give the template a new name and change any settings to reflect the purpose of the new template.
5. Click Save.