How to make the Default Invoice into a Custom Invoice Template

Follow these steps below to make the default invoice template into a custom invoice template so that you can customize the invoice based off your company’s needs. 

  1. Click on Templates & Forms and then Templates

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2.  Click the Copy button to the right of Default Invoice

 

 

3. The Default Work Order – Copy will be created. Click the Design button to the right and edit as desired

 

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