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. In the Navigation pane in the desktop application, click Settings > Billing > Invoice Template Editor.
2. In the Search field, select the template.
3. On the toolbar of the Invoice Template Editor form, click Assign.
4. On the Project lookup, select the projects to which you want to assign the invoice template.
5. Click Save.