Edited PDF invoice keeps reverting back to default

  • Scott_Brodbeck
    Asked on August 10, 2022 at 12:31 PM

    Hi, for our Submit Press Release form and others, we have been continuously editing the PDF invoice in the PDF editor and saving it as a custom template, only to have it revert back to defaults and non-existent fields. It's embarrassing and unprofessional to be sending things like this to clients. How can we get the @#$@#$ thing to work?

    Jotform Thread 4253309 Screenshot
  • Gilbert JotForm Support
    Replied on August 10, 2022 at 1:48 PM

    Hi Scott,

    Thanks for reaching out to Jotform Support. What is the template title of the custom template you created? I checked the Simple Invoice PDF and there's indeed no template applied to it. Have you tried selecting one of your saved templates and applying it to the invoice? You can check my screencast below on how to do this:

    1660153381 62f3ee2597b35  Screenshot 10

    But if the issue is that after selecting a template, the changes you made are not applied to the template, try to log out of your account, clear your browser cache, log back in, do the same steps of making changes to the template and saving it, then check if the changes are retained. I have also cleared your form cache as an additional measure.

    Give it a try and let us know how it goes.