Edit an invoice templates

Who can use this?

Platform: Web            Plan: Pro | Plus            Staff Permission: Invoicing

To edit an invoice template:

  1. In your Invoices Dashboard, head to the Templates tab.
  2. Select your template.
  3. Edit the template as necessary.
  4. Select Save & Continue or Save & Exit.

You can edit the following fields in your invoice template:

  • Template Name
  • Description
  • Line Items
  • Notes 
  • Tax Settings
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