Rename templates

📝 Note: This feature only supports invoice template customizations. Document Builder, which supports both invoice and quote template customizations, might be available on your marketplace. For more information, see Document Builder.

Marketplace Managers can rename user-defined invoice templates. They cannot rename default templates.

To rename user-defined templates

1. Go to Manage > Marketplace > Settings > Invoice templates . The Invoice templates list page opens.
2. Click the template row. The template details page opens.
3. Click Gear icon > Rename. The Rename template dialog appears.
4. Enter a new name for the template. It must be unique among the templates for the same language.
5. Click Save.