Editing 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 Edit
  5. Edit your template
  6. Finally, click Save

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

Bulk Update Designs is for when you want to edit multiple templates that have the same design

Similar pages

How to create a duplicate receipt or statement template
How to archive a receipt or statement template
How to delete a receipt or statement template
Receipt template examples