Assign an Invoice Template to a Project
You can create an invoice template for a specific project or group of projects and apply it on a project-by-project basis.
Prerequisite:
Create a New Invoice Template.
To assign a template to a project:
- In the Navigation pane, select .
- Select the project.
- On the General tab of the Billing Terms form, select a template in the Invoice Template field.
- Click Save. When you prepare and generate invoices, DPS uses the new template.