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Join nowI 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?
Solved! Go to Solution.
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.
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.
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
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