Apply an Invoice Template

Who can use this?

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

To apply an invoice template to your draft invoice, follow these steps:

Screen_Shot_2023-04-05_at_10.13.33_AM.png

  1. Head to the Import menu.
  2. On the Invoice details screen, click the From Template button.
  3. In the Apply Template dialog, select the desired template.
  4. Click Apply.

 

 

 

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