Export custom invoice, credit note, statement and purchase order templates

If you've created custom templates for invoices, credit notes, statements and purchase orders, you can export these documents in your invoice settings.

  1. On the Settings menu, select General Settings, then click Invoice Settings.
  2. Click Download for the theme you want to export. This will download a zip file to your computer containing the custom templates for that theme in DOCX format.

    Image showing dowload button for custom templates.