Assign an Invoice Template to Multiple Projects
You can assign an invoice template to multiple projects.
To assign an invoice template to multiple projects, complete the following steps:
- From the Vision Navigation menu, click .
-
In the
Search field, enter the name of the template (or use the Lookup to select the template).
- Click Assign on toolbar of the Invoice Template Editor form
- On the Project Lookup, select the project or projects to which you want to assign the invoice template.
-
Click
Save.