Apply a template to an existing transaction


To apply a TransactionDesk template to an existing transaction, click the More menu (three dots) in the upper right corner of the transaction:



When the menu opens click Apply Template:



When the Apply Template window opens, use the drop down menu to select the desired template and then click Apply:


Once you have applied the template, the transaction will reflect that template's settings.


Related articles:

Create a TransactionDesk template



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