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Copying customised forms

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Contributing Partner TraceyE
8 Posts
Contributing Partner
Australia
TraceyE
Contributing Partner

8Posts

1Kudos

3Solutions

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Copying customised forms

Hi

 

I have set up a customised sales invoice - professional. I want to set up more standardised invoices using this template but don't want to have to redo the process from scratch each time. How do I copy the one I've already set up to use again?

The customised invoice doesn't appear to have a save as function, only a save option, therefore if I edit it I will lose my original.

 

Thaks

Tracey

1 REPLY 1
Contributing Partner TraceyE
8 Posts
Contributing Partner
Australia
TraceyE
Contributing Partner

8Posts

1Kudos

3Solutions

Accepted Solution Solved Solution

Re: Copying customised forms

Don't worry, I just looked somewhere else & found it!!!!

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