How to access, update, & create an invoice template in Versa Cloud

It’s not you. If you use Versa Cloud, you are likely experiencing some mismatched navigation language, a confusing user interface, and a less than fortunate user experience. Let’s clear it up.

Use case, you want to customize or create a new invoice template. You’ve been looking for some indication of “templates”. Versa Cloud refers to them as “forms”. I’m sure there is a good reason. 🤦

Navigate to:

1. Setup
2. Custom forms
3. You have arrived

Versa Cloud uses the word “Forms” in place of “Templates”

Hope this helps.