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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