How to Update a Billing Template

To update a billing template, whether it is an invoice, an invoice specification, or a credit note, head over to the Control Panel, under the Billing section, click on Manage Billing Templates.

The list of existing billing templates will appear, you can search for the billing template you want by scrolling through the list or entering the billing template name in the following field.

If you want to update an inactive billing template, click the Selected View field and switch to the view you want.

Click the 'Pencil'-icon.

The following dialog will appear.

Drag and drop the .snx file you want into the following field.

After uploading the new file, click the Update button.

Click the OK button, and you are done.

IMPORTANT:

It is highly recommended that you click on Download Current Template Document first before you update the billing template. This is not mandatory but highly recommended in the case there may be issues with the file you are about to upload. If there are any issues with the template then you can easily revert the change back to the old template in an emergency. 

Note:

1. Ensure that you are a User with 'Administrator'-rights set up to be able to access Control Panel.