View and manage your list of purchase templates to ensure that they are accurate.
Using this guide, you can:
Over time, you may have a long list of Purchase Templates that you may be using. Using the List Templates screen you can manage them!
To view your list of Purchase Templates:
1. Navigate to your Admin Configurations by selecting the Modules button on the top left and selecting Configuration.
2. Select Billing & Rates and choose Purchase Template List.
3. This will pull up the List Purchase Templates page where you'll find your list of current active Purchase Templates.
There are a variety of details available on this list, which you can use to keep track of and manage your Templates: