How to Update an Invoice Template

To update an Invoice Template, head over to the Control Panel, under the Billing section, click on the Manage Invoice Templates.

Once you are in the Manage Billing Templates, the list of all of your Invoice Templates, Invoice Specifications as well as all of your Credit Notes will appear as below.

Find the Invoice, Invoice Specification or Credit Note template you wish to update simply by scrolling through the list or typing the name in the box.

Once you have found the profile you wish to update, click on the 'Pencil'-icon () on the right side to continue.

After clicking on the icon, the following dialogue will appear.

To upload the new file, click on the Upload files(s) button and search your folder on your computer for the ".snx" file, or simply drag and drop the file into the field here. 

After uploading and replacing the file, click on the Update button and you are done.

IMPORTANT:

It is highly recommended that you click on Download Current Template Document first before you update the invoice 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 to be able to gain access to the Control Panel.