cancel
Showing results for 
Search instead for 
Did you mean: 
toddlerner
Level 4

upload an invoice templat, starter coded word doc?...

hi, i'd like to upload an invoice template, do you know where I can find a word doc as a starter that's pre-coded with EZ Map Fields like <companyname> etc?   thank you!  -todd

Solved
Best answer March 19, 2021

Best Answers
Kristine Mae
Moderator

upload an invoice templat, starter coded word doc?...

Yes, you can download an import guide, Todd. I'm here to help you.

 

You can follow these steps:

  1. Click the Gear icon.
  2. Go to Custom form styles.
  3. Click New style, then select Import style.
  4. Select Invoice, then click Next.
  5. Click Download import guide

For more information, you can check this reference: Import custom form styles for invoices or estimates.

 

Reach out to us if you have other concerns. We'll be right here to help you. Take care!

View solution in original post

2 Comments 2
Kristine Mae
Moderator

upload an invoice templat, starter coded word doc?...

Yes, you can download an import guide, Todd. I'm here to help you.

 

You can follow these steps:

  1. Click the Gear icon.
  2. Go to Custom form styles.
  3. Click New style, then select Import style.
  4. Select Invoice, then click Next.
  5. Click Download import guide

For more information, you can check this reference: Import custom form styles for invoices or estimates.

 

Reach out to us if you have other concerns. We'll be right here to help you. Take care!

toddlerner
Level 4

upload an invoice templat, starter coded word doc?...

thank you, kristine!!  -todd

Need to get in touch?

Contact us