Here are the steps to archive or update templates for the following items: Charges, Products, Packages, and Contracts.
1. Click the profile image in the bottom left-hand corner to open "Settings." Then click "Templates."
2. Select Charges, Products, Packages, or Contracts in the "Templates" section to open the list of items that have previously been added. Click, "New Charge/Product/Package/Contract" in the right-hand corner to add a new item.
3. To edit or delete an existing item, click on the item to open the editor where you can delete or update it.
For any additional questions, please reach out by clicking on the chat box or at support@inly.com and a team member would be happy to assist you.