How to... You can add and modify invoice templates, and you can assign them to projects. Related Topics:Create an Invoice Template Use the Invoice Template Editor form to create and update invoice templates, which determine the format and content of your invoices. You can create as many invoice templates as you need. Edit an Invoice Template You can edit an existing invoice template to change its settings. Copy an Invoice Template You can copy an existing template and modify its settings to create a template. Preview an Invoice Template Before you apply an invoice template to your projects, you can preview the invoice labels and layout. 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. Upload Logos and Images for Invoice Templates You may want to add a logo or another image to an invoice template. You can upload any standard picture file format, such as PNG, JPG, BMP, or GIF. Add Logos and Images to Invoice Templates You may want to add a logo or another image to an invoice template so that it appears on your invoices. You can place images in the header or footer portion of an invoice. You can also remove the box that says Invoice from the top left of the invoice. Delete an Invoice Template You can delete most invoice templates. Create an Invoice Template for Pre-Invoices and Pre-Invoice Cancellations Use the Invoice Template Editor to create an invoice template for pre-invoices or pre-invoice cancellations. 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. Parent Topic: Invoice Template Editor HomeDeltek Vantagepoint HelpSettingsBilling SettingsInvoice Template EditorHow to...
How to... You can add and modify invoice templates, and you can assign them to projects. Related Topics:Create an Invoice Template Use the Invoice Template Editor form to create and update invoice templates, which determine the format and content of your invoices. You can create as many invoice templates as you need. Edit an Invoice Template You can edit an existing invoice template to change its settings. Copy an Invoice Template You can copy an existing template and modify its settings to create a template. Preview an Invoice Template Before you apply an invoice template to your projects, you can preview the invoice labels and layout. 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. Upload Logos and Images for Invoice Templates You may want to add a logo or another image to an invoice template. You can upload any standard picture file format, such as PNG, JPG, BMP, or GIF. Add Logos and Images to Invoice Templates You may want to add a logo or another image to an invoice template so that it appears on your invoices. You can place images in the header or footer portion of an invoice. You can also remove the box that says Invoice from the top left of the invoice. Delete an Invoice Template You can delete most invoice templates. Create an Invoice Template for Pre-Invoices and Pre-Invoice Cancellations Use the Invoice Template Editor to create an invoice template for pre-invoices or pre-invoice cancellations. 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. Parent Topic: Invoice Template Editor HomeDeltek Vantagepoint HelpSettingsBilling SettingsInvoice Template EditorHow to...