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How to Edit an Existing Template

"Editing" a template means adjusting its branding, defaults, or column settings under Settings → Templates - there's no separate template editor outside this…

Steps

  1. Go to Settings → Templates.
  2. Open the relevant tab - Branding & Template for logo/color/style, Invoice Defaults for default text, or Invoice Column Settings for column labels.
  3. Make your changes.
  4. Click "Save" on that tab.

Related Articles

  • How to Navigate the Templates Section
  • How to Customise Your Invoice Header
  • How to Set Default Invoice Footer Text

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