Add Projects Hub Fields and User-Defined Fields to an Invoice Template

You can add Projects hub fields and user-defined fields from the Projects hub to an invoice template. The fields can appear in the header or footer of the invoice.

To add Projects hub fields or user-defined fields to an invoice template:

  1. In the Navigation pane in the desktop application, select Settings > Billing > Invoice Template Editor.
  2. On the Project Column Selection grid toolbar on the Project Info tab, click Insert.
  3. Click Select next to a Projects hub field or a user-defined field to add it to the template.
  4. Use the remaining fields in the row to specify how the field will appear on the invoice, including how it will be labeled and whether it will appear in the header or footer.
  5. Click Save.