I don't see a "customize" option when creating a new invoice to be able to use different templates I've already set up. Any suggestions where it might be hiding?

Hello, Millstruck.

To apply your custom template to an invoice, select the desired template from the Design dropdown menu. I'd be glad to guide you through the process. Here's how:

1. On the invoice page, click the Manage icon.
2. Scroll down to find the Design dropdown menu.
3. Under Other Templates, select the custom template you’ve created.
4. Once saved, it will automatically be applied to your invoice.

Moving forward, you also have the option to set the template as your default for future invoices.

Let us know if you have further questions, we'll be right here to help you anytime.

Hi there, Millstruck.

I just wanted to follow up with you to see if the steps we provided helped you successfully apply your custom template to an invoice.

Please let us know if you still need help. We'll be glad to assist you anytime.