Change the Invoice Template on an Existing Invoice

Once an invoice has been created you may find that you need to change the template on the invoice. Perhaps you have a template that you use for reminders. You Can update the template individually or in bulk.

Change Template Individually

To update the template on an individnal invoice:

1. Click the link for the desired invoice. You can find the invoice either on the contact's Billing tab or in the Billing Module on the Sales & Invoices tab. 

   

2. Click the Edit Invoice screen click Advanced Options

   

3. Select the desired Invoice Template from the list.

   

4. Click Done.

Change the Invoice Template in Bulk

When needed you can change the invoice template on multiple invoices within the Billing Module:

1. In the Billing module click the Sales/Invoices tab.
2. Use the filtering options to filter to the desired invoices.
3. Click the  adjacent to New Invoice.
4. Click Invoices Templates.

   

5. Choose the desired template from the New Template list. 
6. Choose the invoice to which you wish to apply this template. Tick the uppermost check box to choose all or you can choose individually by checking each desired invoice. 

   

7. Click Done.