Using Template Editor Navigation and Controls

Undo or redo changes, switch between templates and themes, and save your updates, all from the Template Editor's top navigation, so your billing and customer communications stay consistent.

How to use the controls

Use the top navigation controls to manage template changes and move between branding themes.

• Back to Themes returns to the Branding Themes list. Confirm before leaving if there are unsaved changes.
• Undo or redo reverses recent changes or restores previously undone actions.
• Update Template saves the current template and creates a new version.

Note: Changes are not saved automatically. Select Update Template to save your updates. Resolve any validation errors before saving.

Use keyboard shortcuts

Use keyboard shortcuts to quickly undo or redo changes while editing templates:

• Undo: Ctrl or Cmd + Z
• Redo: Ctrl or Cmd + Shift + Z

Related information

To create a new Branding Theme, see Create a Theme.

For the rest of what you can do in the Template Editor, see Edit Invoice Template Layout.

To reorder and align individual layout elements on an Invoice, see Reorder and Adjust Invoice Layout Elements.

Before publishing your changes, see Preview a Theme Before Publishing to check how they appear to Customers.