How to copy invoice (statement and remittance) templates from one account to another new acount

Wendi
Member Posts: 14 Novice Member

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Hi Wendi,
In Lists > Templates are all your templates. Highlight your template and click the Template button at the bottom and choose Export. Save the template to a place you can easily find it like the desktop. Then go into the other company file and go to Lists > Templates, click the Templates button and choose Import. Select the file you exported in the previous step and it will import. You may need to add any logos again.
Regards,
Shane.0
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