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Other questions
Hello quickuser2011,
Thanks for posting in the Community. I'm here to provide information about the template for recurring transactions.
The system will use the template you select upon creating the recurring transaction. You can edit the invoice template and choose what you want to use.
Here's how:
- Click the Gear icon.
- Below Lists, click Recurring Transactions.
- Search for the template and click Edit.
- Select Customize at the bottom (see screenshot below).
- Select the desired template.
I've attached a screenshot below for your reference.
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