Summary Template: How to modify my Summary Template.
1. Navigate to your "Tools" and select "Custom Invoice Templates".
2. Select "Summary Template".
3. Download this summary template to begin modifying your template. Use the merge fields provided and upload when you're finished.
4. Upload modified template when complete.
5. Select the invoice template you wish to upload. Drag and drop or click to browse your files, click 'Next'.
6. Once completed, the template will be the default Summary Template.
For additional assistance, refer to "How to edit and upload Invoice Templates".
Need more help?
Contact our Award-Winning Support Team at (888) 432-1529 firstname.lastname@example.org