Managing invoice blueprints
After you create an invoice blueprint, you can perform actions such as editing, duplicating, activating, or deactivating it.
Before you start
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You must have administrator access to Professional.
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If you don’t have administrator access, you must be assigned the PMO role with the PMO Admin – Create Invoice Blueprints security policy enabled. You can find this policy under Settings > Security & Permissions.
PMO Admins do not have full administrator rights by default.
Steps
To manage an invoice blueprint, complete these steps from any supported browser.
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Log in to your Professional tenant.
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In the left navigation pane, go to .
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Find the invoice blueprint you want to manage, then select the Actions menu (three dots) in the last column.
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You can perform the following actions:
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Select Edit to update blueprint settings.
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Select Duplicate to create a copy for reuse.
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Select Activate or Deactivate to control availability for invoice runs and depending on the status of the blueprint.
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