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Level 1

How do i copy my sales template to my invoice template and others?

I have a template saved for my sales receipts but i want to use the same template in my invoices and others is there a way to copy and past that into the other forms?

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Best answer 12-10-2018

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Level 15

How do i copy my sales template to my invoice template and others?

Go to Lists menu > Templates List.

Single-click the one you Like.

Button bottom left = Duplicate.

You are asked to select the radio button for "As What template type, now?" Some Don't apply and are not available.

Please see my attachment.

View solution in original post

7 Comments
Highlighted
Level 15

How do i copy my sales template to my invoice template and others?

Go to Lists menu > Templates List.

Single-click the one you Like.

Button bottom left = Duplicate.

You are asked to select the radio button for "As What template type, now?" Some Don't apply and are not available.

Please see my attachment.

View solution in original post

Highlighted
Level 1

How do i copy my sales template to my invoice template and others?

Thank You for this  i went in to manage templates and duplicated them and it never gave me that option.   But in this menu it does  Thanks so much for the help
Highlighted
Level 15

How do i copy my sales template to my invoice template and others?

It's "basic list management" in that the Button(s) at the bottom shows you what is available. I also click on Edit menu, to see what is possible. I like to let the program show me my tools.
Highlighted
Level 1

How do i copy my sales template to my invoice template and others?

Yeah i looked at but never clicked on the duplicate button i figured it did the same thing as in the other menue but it was different.
Highlighted
Level 15

How do i copy my sales template to my invoice template and others?

I thought that was what you wanted, the same style, sorry I misunderstood

Fields, and the data area have to be customized on an invoice if you want it to match the sales receipt as far as I know

Highlighted
Level 15

How do i copy my sales template to my invoice template and others?

bring up customize data layout, at the bottom is a button or link for basic customization

on that basic customization screen lower left is a link for how to do what you are asking


Highlighted
Level 1

How do i copy my sales template to my invoice template and others?

I tried that, all it allows me to do is copy the background not the template design  so since i have a blank (white) background it doesnt change the lay out of the template  
either that or im blind and not doing it right

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