Customizing Invoice PDF Output

Copy Invoice Templates

  

Say you’ve created an invoice template for one client and you want to duplicate the same template for another. That's easy to do: copy the invoice template that you want to duplicate. Copying an invoice template will save you time, and it’ll help prevent errors that come with repeated data entry. 

Follow the example below to learn how to copy an invoice template.

  1.  Click Invoicing...Configure from your navigation bar.
  2. Click PDF Styles on your Configure Invoice Settings window.
  3. Click on the invoice template that you want to copy.

    Keep in mind that you can only copy invoice templates that you’ve previously created, not BigTime-generated templates.
  4. Click Create Copy.


    A new tab will populate, which will contain the invoice PDF template details that you copied from. You can edit these details, including the name of the template and the description. Remember to click Save to save any changes you make. 

    Now, the next time you return to your Configure Invoice Settings, you’ll see your newly added template. E3 Partners is our newly added template name.

 

Where to Go from Here:

Leapfrog Invoice Approvals

Basic Categories: Invoice Terms

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