How to Enable or Disable a Template?

A template can be enabled or disabled as per requirements. If you do not want to see a particular template while creating quotes or invoices, you can disable them.

To enable/disable the templates:

  1. In the left Navigational Column, click the Sales tab and select Templates from the drop down list.

  2. Under List of Templates section, view the templates.


    For more information on creating new template and modifying existing templates, refer to Creating New Template and Modifying Template

  3. To enable or disable a template, under the Status column, select Enabled or Disabled from the drop-down list.


    Note: After you disable a template, you will be unable to select it while creating a new quote or invoice.

Creating New Template

Modifying Template