This article will help in creating custom template invoices in the Finance module.

1) Login into the PSA console > Reports > Ad-Hoc Report > System Reports > Invoice > Detailed Invoice > Duplicate
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2) Once you click on Duplicate you will get an option to save the report in a different folder. select the folder and click OK
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3) Then navigate to the duplicated invoice and edit based on your requirements.

4) The next step is to choose the report folder under the company by navigating to PSA > Admin > My Company > Company Settings > Invoice > Location of Custom invoice template
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5) When creating the invoice, you should choose the Ad-Hoc option and select the customized invoice template that has been created.
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