Save a design change before choosing it on a new document.

1. Open the saved design

Go to Templates → Invoice Templates and use Edit or Customize for the intended design.

The design editor shows the selected template and element settings.
The design editor shows the selected template and element settings.

2. Make and save the changes

Update the relevant text, fields, images, or table columns. Preview the layout and choose Save template. Applying table columns inside an invoice does not update the reusable template.

3. Choose it on a new draft

Create the new invoice or estimate. Open Select Template or Change design in the document editor and select the saved design.

The document’s design selector chooses the template for this copy.
The document’s design selector chooses the template for this copy.

4. Save and verify

Save the document and open a fresh preview. Review the customer details and layout; old issued documents may retain their recorded design.