How do I clone a template from one module to another?

You can clone a template from one module to another for the following modules:

  • Invoices
  • Sales Orders
  • Quotes
  • Retainer Invoices
  • Credit Notes
  • Purchase Orders

To clone a template:

  • Go to Settings in the top right corner.
  • Select PDF Templates under Customization.
  • Select the module containing the template which you want to clone in the Templates pane.
  • Hover over the template you want to clone.
  • Click the Gear icon and select the module to which you want to clone the template. You’ll be redirected to the Edit Template page.
  • Verify the template details and click Save.

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