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. See Document Builder.

Resellers can rename user-defined invoice templates. They cannot rename default templates.

To rename user-defined templates

1. Go to Manage > Reseller > Settings > Billing 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.