How can I change the document template?

English Template (1).pngTo change the template of a document (such as an invoice, quote, credit note, purchase order, etc.):

  1. Go to "Document Templates" from the main menu.

  2. Click on "Create Template" and choose the type of document you want to customize.

  3. Make the desired changes to the template.

  4. Enable the "Default" toggle to apply this template to all documents of the same type.

  5. You can also click "Preview" to see how the template will look before applying it.

 
 

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