Resetting the layout of an invoice

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:

1. Go to project > invoices tab.
2. Open the invoice for which you want to reset the document.
3. Click the more options button  against the invoice image panel, and select 'reset layout'.
4. 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.
5. 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.