Duplicate a Receipt or Statement Template

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  1. Hover over Finance in the menu on the left
  2. Then click on Receipts
  3. Then click on Maintain templates
  4. Click on the Action drop down list on the right of which template you want to edit, and click Duplicate
  5. Edit your template if required
  6. Finally, click Save

These steps are the same for Statement Templates and Receipt Templates.

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