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Copying Invoice Templates

You may have templates that you customized and have used, but decide that you need another, similar template. In this case, you can copy an existing template and alter it to make a new template.

To create a new template from an existing one:

1. Choose Company > Manage Invoice Templates.
2. In the Invoice Templates dialog box, review the list of existing templates.
3. Select the template you want to copy and click the Detail button, or double-click the invoice template's name.
4. In the Invoice Template Detail dialog box, click Copy.
5. Change the name to distinguish it from the original template.
6. Customize this copy.
7. To view the customized template, click Preview. If necessary, zoom in or out by dragging the Zoom slider. Click Close.
8. Make any final adjustments and click OK.
9. To close the Invoice Templates dialog box, click OK.