Copy 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. See Document Builder.

can copy templates, and create a new template from the copy.

To copy templates

  1. Go to . The Invoice templates list page opens.

  2. Do one of the following:

    • Click invoice name | gear icon > Copy template.

    • Click invoice name, then follow the appropriate instructions for the type of template you want to copy:

      • For user-defined templates, click the gear icon > Copy template.
      • For default templates, click Copy Template.

    The Copy template dialog appears.

  3. (Optional) In the Name field, change the default name for the template copy. The name must be unique among templates tagged with the same language.
  4. Select the language for the new template.

  5. (Optional) Select Publish template. After you save the copy, it becomes the active template for this language (the references this template when it generates PDF invoices) and the currently active template status changes to Not active.

  6. Click Create Copy. The template is copied. The confirmation message includes a link to the new invoice template.