To copy a template, hover over its context menu and select Copy. To create a new template from scratch, click New.Navigate to > Admin > Features & Settings > Finance, Accounting & Invoicing > Invoices > Invoice Templates.To add, copy, or edit an invoice template, complete the following steps: To save your work as you go along, click Save in the Save & Close menu. IMPORTANT Changes made in the section editor will not be saved to the actual template until you save the Design Invoice Template page. Click OK in the section editor to return to the template preview page and view your changes to that section.Click Edit in the shaded section to open the section editor.When you hover over a section, it becomes shaded. The preview page is divided into sections. NOTE Best Practice: Unless you are an experienced HTML programmer, it is much easier to select the template that is closest to the invoice you would like to create and then edit it, than to start from scratch. To open the page, use the path(s) in the Security and navigation section above. Invoice templates are created and edited in a WYSIWYG interface that gives you a real-time preview of what the invoice will look like and allows you to navigate to the editor pages for each section. NAVIGATION > Contracts > Tools / Setup > Invoice Templates > context menu > Design NAVIGATION Company page > Invoice Preferences > Invoice Template > click NAVIGATION > Admin > Features & Settings > Finance, Accounting & Invoicing > Invoices > Invoice Templates > New NAVIGATION > Contracts > Tools / Setup > Invoice Templates > New SECURITY Security level with Admin permission to configure Contracts & Un-Posting. SECURITY Security level with Admin permission to configure Finance, Accounting, & Invoicing.
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