WARNING: When you import a Template it will overwrite all existing Line Items.

STEP 1

You can import a template into any Quote, Invoice or Expense.

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STEP 2

If you haven’t create the Quote, Expense or Invoice that you would like to import the template to then go ahead and create one. Remember the templates and type specific. You can’t for instance import an Expense Template into an Invoice document

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STEP 3

Go to the Template dropdown menu item as shown and select the Import Template option. This will give you the ability to search or select the template you wish to import

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STEP 4

Once you have found the template you wish to import select it. You will be prompted to confirm the selection. The promoted will warn you that you will overwrite all existing Line Items in the current Document.

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STEP 5

Once you click on the Confirm button any existing line items and / or Groups will be replaced with Line Items and Groups from the Template.Save Template