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Selecting an Invoice Template

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Summary
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Previous: Creating an Invoice Template

 

  1. You can access the invoice through the related list on the comp or through the tab view

 

 
  1. Click the field “Invoice Template” and select the template you want to apply.

  1. Alternatively, you can also click the Edit button and update the Invoice Template field

  1. If you do not see the field “Invoice Template”, ask your administrator to update your layout to include the field “Invoice Template”

 

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