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Thank you, MaulikH.

 

I'd already created the template. What I need to do now is import the billing data for each invoice into that exact template which is where I'm hung up. When I import, I find that I keep having to rebuild the import and am not given the option to import the CSV file data directly into a specific template which I already built. The main reason for this is A) a new product which will have it's own billing parameters/price points and B) I need to set payment options for this product that are different from our companies usual payment options (i.e., allow for cc and bank transfers).

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