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
  • Quotes
  • Purchase Order
  • Sales Order
  • Credit Note
  • Retainer Invoices

To clone a template :

  • Click on the Gear icon on the home screen of Zoho Books.
  • Select Templates from the panel that appears.
  • Select the module from the left panel, from where you wish to clone the template.
  • Hover over the template and find the gear icon next to Edit button.
  • Click on the Gear icon and select a module from ‘Clone as’ option , to clone the template.

Clone Template

You can see a Preview of the template you have cloned.

On the left panel, you can give a Template Name and Save it.

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