How to Delete an Invoice Template

This topic shows you how to delete a template you no  longer want or use.


  1. Click to display the Templates page.

This page lists all of your invoice templates.

  1. To delete a template, complete the following:

  1. Select the checkbox next to each template you want to delete.

  2. In the toolbar, click .

This button is available only if you are a user with View + Delete permissions.

The system prompts you to confirm the deletion.

  1. Click to proceed.

A message is displayed confirming the deletion.

  1. Click to dismiss the message.

You return to the Templates page. The deleted templates no longer appear in the grid.

 

Related Topics

About the Templates Page

 

 

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