Essentially, most changes made to your templates will affect existing quotes and invoices, but not all. Below are a list of elements that, when changed, will update across your existing quotes and invoices, followed by a list of elements that will not.
Changes that affect existing quotes and invoices:
- Logo
- Custom CSS
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Default Language
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Customer Details
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Account Details
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Description
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Details
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Payment Terms
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E-Signature
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Product labels
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Scheduled Payments labels
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Notes
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Footer
Changes that do NOT affect existing quotes and invoices:
-
Scheduled Payments
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Payment Planner
What about changing the quote/invoice ID number?
Changing the quote/invoice ID will actually affect ALL existing and future quotes/invoices - not just the ones that use a particular template. So be mindful if you need to change this.
If you have a question about a change not covered here, feel free to reach out to us at support@paycove.io.