Hello, @Kdouglas.

Allow me to clarify how Custom Form Templates work.

You can create an Invoice template to use for one of your customers. After you use the model for one customer, you'll need to create another template for the next customer. I know this process can be time-consuming, so I'm going to submit feedback to our Development team personally. This will allow them to consider adding a permanent custom template to possible updates in the future. You can check for any new features and updates on our blog page.

Feel free to post below if you have any other questions or concerns. Enjoy the rest of your day!