Adjust the proposal associated with one invoice when you need a client-specific presentation.
Steps
Open the invoice and select its proposal tile.
Open the loaded proposal/template for editing.
Change the wording, layout and selections needed for this client.
Save, then preview the proposal and review its totals and any available selections before sending.
Keep reusable changes separate
Editing the copy loaded for this invoice is different from editing the saved proposal template for future work. Use the reusable template editor when that is your intention. Once the proposal is accepted, its proposal editor is read-only. Review the active invoice for charge changes. If you need a different offer or agreement, use the supported new-document process rather than treating the accepted proposal as an editable template.