To rename a template:-

 

1. Select the main Setup tab.

2. Select the Template Setup tab.

3. Select the template you want to rename.

4. Press the Edit button next to the template.

5. In the template editor, press the Rename button and enter a new name.

6. Save and close the template editor.

 

editing-a-global-invoice-template

 

 

Note: If you have already assigned the template for use with a specific invoice or customer and you then rename the template, the customer/ invoice/ quote etc. will revert to using a default template selection.

 

See Also