In some cases, you need to modify the template file itself and want these changes to take effect on all your devices. You will need to do these things:

  1. Make changes to the template file
  2. Upload your changes to cloud
  3. Instruct your users to download the changes to the template file

Where exactly can the template file be found

To access the print template :

1) Go to Home > Menu > List > Print Template

access_print_template_1
access_print_template_2
access_print_template_3

2) Or you can Go to Home > Sales > [choose an invoice] > Share icon > Modify Templates > Print Templates.

access_print_template_7
access_print_template_8
access_print_template_9
access_print_template_3

Make changes to the template file

Click on one template (for example, MobileBiz Sales Template) > Options tab. From there you can edit things like color themes, etc. After saving, changes needs to be manually uploaded to the cloud so other users can have access to it.

Upload changes to template to Cloud

access_print_template_1
access_print_template_2
access_print_template_10
access_print_template_11

Then, instruct your users to download the latest template so they can use it.

access_print_template_12
access_print_template_13
access_print_template_14
access_print_template_15

 

3,424 total views, 2 views today