Assign an Invoice Template to Multiple Projects

You can create an invoice template for a group of projects and assign it to multiple projects at once.

Prerequisite: Create a New Invoice Template.

To assign an invoice template to multiple projects:

1. From the Navigation menu, click Billing > Invoice Template Editor.
2. In the Search field, select the template.
3. Click Assign on the toolbar of the Invoice Template Editor form.
4. In the Project Lookup, select the projects to which you want to assign the invoice template.
5. Click Save.