Can I clone a template from one module to another?

Yes. You can clone a template of your choice, from one module to another.

For Example, if you follow a certain standard template for all your business documents, you need not go to each and every module to create it.

You can simply design a template in any one of the following modules and clone it.

You can clone a template between :

• Invoices
• Purchase Order
• Sales Order
• Credit Note
• Bills
• Package Slips

To clone a template:

• Go to Settings > Templates > Invoices or any module.
• Place your cursor over a template and click the button.
• Under Clone as, select a module to which you’d like to clone the template.
• A preview of the cloned template will be shown.
• On the left panel, provide a template name and click Save.

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