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
-
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.
What if you delete a template that is already in use?
If you delete a template that is assigned to a quote/invoice, then the quote/invoice will be automatically re-assigned to the default template.
And what if you delete the default template? Well, you can't - Paycove actually prevents you from deleting the default template. If you would like to delete the default, then you will need to set another template as the default first.
If you have a question about a change not covered here, feel free to reach out to us at support@paycove.io.