How to modify my Summary Template.
1. Select 'Tools' from the left-hand navigation panel.
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2. Then, select 'Custom Invoice Templates'.
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3. Select 'Summary Template'.
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4. Download the Summary Template to modify your template using the merge fields provided.
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5. Upload the modified template when complete.
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6. Select the Invoice Template you wish to upload. Drag and drop or click to browse your files. Then, click 'Next'.
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7. Once completed, the template will be the default Summary Template.
For additional assistance, refer to How to edit and upload Invoice Templates.
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- How do I add a logo to my Invoice Template?
- How do I change the firm name and address on my Invoices?
- How do I use change my default Invoice Template?
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