Change the Invoice Template for a Single Project
You can use an invoice format different from the one Vision uses to generate invoices. You create new invoice templates and select new templates for them on a project-by-project basis.
Prerequisite: Create a New Invoice Template.
To change the template for a single project, complete the following steps:
- Click and open the project with the template that you want to change.
- In the Invoice Template field on the General tab of the Billing Terms form, select the new template.
- Click Save. When you prepare and generate invoices, Vision uses the new template.