Updating an invoice Template can be done as follows. 

  1.  Go to the Settings cog > Templates > Financial Templates


  2. Click Edit on the invoice you wish to make some changes to



  3. Click download

  4. Open the file in word and make the necessary changes without changing the text in curly brackets.
  5. Save the changes to your document
  6. in Fresh Projects, now click Upload New File
  7. Then click Save

    We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!