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March 6, 2020
Question

How to I rename an Invoice Template in the Desktop version?

  • March 6, 2020
  • 1 reply
  • 0 views

I've duplicated an Invoice Template, and now want to rename the duplicate as I don't want "Copy of...".

how do I do this???

1 reply

March 6, 2020

Hello @Stueagle,

 

You can rename the template name of your duplicate invoice template. Let me walk you through the steps.

 

  1. Go to Lists. Then, Templates.
  2. Double-click the duplicate copy to edit.
  3. Select Manage Templates.
  4. In the Preview section, change the Template Name to your preferred name.
  5. Snap OK and then OK to close out the Basic Customization window. Please see attached screenshots at the bottom.

 

I'm adding this article about using and customizing form templates for details. Feel free to also our page for your reference. Here's the link: Manage Customers and Income.

 

Should you need help with anything else, please let me know. I'd be glad to assist you further. Cheers and have a great day.