Create Template page

This page appears when you select an invoice and click Create Template on the Invoice List page. Use this page to create new invoice templates or overwrite existing templates. See Create a template.

The fields and buttons on the Create Template page vary depending on your configuration, but can include:

Save As Existing

Saves the template over an existing template. The list includes existing template names.

Save As New

Saves the template as a new template with the name you enter.

Group Name

Assigns the template to the specified user group (if the configuration includes group templates).

Description

A user-supplied description of the template.

Create Template

Creates the template.

Cancel

Cancels the action.

Selected Invoices

Lists the invoices included with the template.