Use this feature when you have uploaded a new invoice file version by mistake. Reset the layout and the invoice document is re-created using the default invoice template.
Reset back to the default invoice template by:
- Go to project > invoices tab.
- Open the invoice for which you want to reset the document.
- Click the more options button against the invoice image panel, and select 'reset layout'.
- On the confirmation pop-up, click OK to confirm you want to replace the existing invoice layout with a new document created using the default invoice template.
- The invoice panel refreshes after a few moments to show the new invoice image. Click the image to open it and view the details, or download the invoice document.
Tip: The Synergy System Administrator selects the default invoice template when setting up the word document templates.