What does the Save and Duplicate button in Invoice Templates do

The Save and Duplicate feature allows a duplicate Template to be created from an existing template. This is most often used to create a Template that is similar to the default, but with slightly different settings which cater to the needs of a specific Client or Project.

 To Utilize this Feature:

1. Click your name on the upper blue bar and select Settings
2. Click on the Invoice Setup tab
3. Locate the Template you’re wanting to duplicate and click on the notepad & pencil icon to the right
4. Click the blue Save & Duplicate button
5. Click the blue OK button on the pop-up
6. The box next to Name: should now have the original Template’s title followed by ‘(copy)’
7. It is suggested you change the Template name to reflect what makes it unique
8. Make the desired adjustments and click the blue Save button 

To see how to apply this new template to a specific Client or Project click here.

Please Note: When you make changes to an invoice template, all invoices (past and future) will be affected on all clients and/or projects that the template is assigned to.