Manage custom templates
Learn how to manage HTML invoice templates, including previewing, renaming, viewing, duplicating, importing, exporting, deleting, configuring page setup, and selecting default templates for billing documents.
After you have created an HTML template, you can conduct the following operations:
Preview invoices in HTML templates
Rename HTML invoice templates
View HTML invoice templates
Duplicate HTML invoice templates
Import HTML invoice templates
Export HTML invoice templates
Delete HTML invoice templates
Configure page setup for HTML invoice templates
Select default template for billing documents