How do I change the template of a payment?

Follow these steps to change the template of a payment:

1. Click the Main Menu.
2. Go to the Inventory tab.
3. Select the Payments module.
4. Open any payment record.
5. Click the More button.
6. Click the Print button to print the payment record.
7. Select a template from the list of available templates.
8. You can perform any of the below options to view the applied template on the payment record.
   • Edit & Export - You can edit and export the payment record to your local system.
   • Email with PDF - You can email the payment record as a PDF to the contact.
   • Print - You can print the payment record and keep a hard copy.
   • Save as PDF - You can save the payment record as a PDF on your local system.

To learn more about Payments, click here.