To upload the new template you will have to:

  1. Click the gear icon in the upper right-hand corner to access Company Preferences
  2. Choose the Template tab from the left-hand sidebar and click 'Invoices' from the drop-down
  3. Enter a name for the new template
  4. Choose the template file from your local drive by clicking the 'Choose File' button
  5. Click 'Upload'

Once you preform these steps, the template will be available for you to use from an invoice and will be able to pull any information from the invoice created in ZarMoney:

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