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How do I edit an invoice template?

When you change an invoice template, all invoices (past and future) will be affected.

  1. Top right, click your name and select Settings.
  2. Click on the Invoice Setup tab.
  3. Click the clipboard icon for the desired template.
  4. Make the desired changes.
  5. Click the Save button.

If you need to edit an invoice template that is proper to a specific client, do the following:

  1. Click on the blue Clients tab.
  2. Click on the desire client.
  3. Click on the Invoice Presets tab.
  4. Click on the clipboard icon for the invoice template that has a green check mark next to it.
  5. Make the desired changes.
  6. Click the save button.
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