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You can use this feature to set the new template as the default without making all of the other templates inactive.
You can make recurring templates to automatically create invoices, expenses, and other tasks you do regularly.
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All you have to do is open the form that you want to customize, click the Formatting tab, and then click the Customize Design button. Feel free to browse through this list to find the template that's best suited for your needs. This tutorial demonstrates how to customize an invoice to match.
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