When you change an invoice template, all invoices (past and future) will be affected.
- Top right, click your name and select Settings.
- Click on the Invoice Setup tab.
- Click the clipboard icon for the desired template.
- Make the desired changes.
- Click the Save button.
If you need to edit an invoice template that is assigned to a specific client, do the following:
- Click on the blue Clients tab.
- Click on the desire client.
- Click on the Invoice Presets tab.
- Click on the clipboard icon for the invoice template that has a green check mark next to it.
- Make the desired changes.
- Click the save button.
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