Display the Copy Invoice Template Dialog Box

Display this dialog box from the Invoice Template Editor form.

To display the Copy Invoice Template dialog box:

  1. In the Navigation pane, select Settings > Billing > Invoice Template Editor.
  2. On the Invoice Template Editor form, use the Find Invoice Template field to select the template that you want to preview.
  3. On the Actions bar of the Invoice Template Editor, click Other Actions > Select Invoice Template To Copy.