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From the Invoices section, click on the Invoice Templates hyperlink. Invoice templates are used in the exported form of the Invoice.
From the List of Templates Per Entity page, you can add templates from Add New Template hyperlink, customize, rename, or delete the existing templates.
| Note |
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| A default Invoice Template will be generated automatically upon sign-up or creation of a new entity. |
Once you click "Add New Template", a small window will appear. Enter the template name, select the entity, and choose the Standard layout.
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