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Change the Invoice Template on an Existing Invoice

Updated
The Goal: Update the invoice template on one or more existing invoices — either individually or in bulk — for example, to apply a reminder template to overdue invoices.

Before You Begin:

  • Invoice templates must already be configured in the system. See Set Up Your Invoice Template(s).
  • You can update a template on an individual invoice from the contact's Billing tab or from Finance, Billing section, All Sales/Invoices. For bulk changes, use the Finance rail.

Option A — Change the Template on a Single Invoice

  1. Click the link for the desired invoice. You can find the invoice on the contact's Billing tab or in the Finance rail, Billing section, All Sales/Invoices.
  2. In the Edit Invoice screen, click Advanced Options.
  3. Select the desired Invoice Template from the list.
  4. Click Done.

Option B — Change the Template in Bulk

  1. Go to Finance, Billing section, click All Sales/Invoices.
  2. Use the filtering options to filter to the desired invoices.
  3. Click the drop-down arrow adjacent to New Invoice.
  4. Click Invoice Templates.
  5. Choose the desired template from the New Template list.
  6. Choose the invoices to which you wish to apply the template. Tick the uppermost checkbox to select all, or check each desired invoice individually.
  7. Click Done.

Common Pitfalls

  • Template not appearing in the list: If the desired template does not appear in the drop-down, it may not be configured yet. See Set Up Your Invoice Template(s).
  • Bulk template change applies to all filtered invoices: Review your filters carefully before applying a bulk template change to ensure only the intended invoices are updated.

 

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