Editing a saved invoice template in Trova is a simple process. Follow these steps to update your templates:
Access Templates:
Navigate to the “My Templates” section located under “Manage Invoice” in the billing area.
Select a Template:
Choose the template you wish to modify from the list available.
Edit Template:
Make the necessary changes to the template. This can include updating terms, adjusting layout, adding or removing fields, or changing any pre-set information.
Save Changes:
Ensure you click 'Save' after making your edits to ensure all changes are applied and preserved.
By following these steps, your template will be updated and ready for use in future billing cycles.