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April 6, 2023
Question

My invoice template is not permanent and reverts back to the old template when I make a new invoice, how do I make it permanant

  • April 6, 2023
  • 1 reply
  • 1 view
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1 reply

Daniela_A
April 6, 2023

Welcome aboard to the Community, @matt-renosaver-c.

 

To avoid templates reverting to the old one, we can set your preferred template as default to set it permanently. Let me show you how:

 

  1. Navigate to Settings.
  2. Select Custom Form Styles.
  3. Locate the desired template and choose the drop-down arrow.
  4. Select Make Default.

 

That should do the trick! I’m also adding this article that tackles more about the topic: Customise your invoices, quotes, and sales receipts.

 

Additionally, If you're having issues with the template, you can check the solution in this link: Fix common issues when you use and customize templates.

 

Please reach out to me again if you have additional questions related to the templates or other concerns with your account. I'd be glad to provide the steps. Have a good day!