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Managing Invoice Templates

You can create new invoice templates, adjust existing ones, and delete them.

To manage invoice templates:

1. Choose Company > Manage Invoice Templates.
2. In the Invoice Templates dialog box, review the list of existing templates.
3. To create a new template, click the Add button. In the Invoice Template Detail dialog box, customize the layout and type a name for the template. Then click OK. (See Creating Invoice Templates for details.)
4. To see an existing template and adjust it, select the template and click the Detail button, or double-click the invoice template's name. Make any necessary adjustments and click OK. (See Adjusting Invoice Templates for details.)
5. To delete a template, select it and click Delete. In the confirmation message box, click Yes.
6. To save any changes to the list, click OK.