Create a New Invoice Template
You can create as many invoice templates as you need. Invoice templates are settings associated with the Vision invoice.
To create a new invoice template, complete the following steps:
- From the Vision Navigation menu, click .
- On the toolbar of the Invoice Template Editor form, click New and then click New Invoice Template.
- In the Template Name field on the General tab, enter a name for the invoice template.
- Complete the information on all tabs of the form.
- Click Save.
To use the template for formatting invoices, you must associate the template with a single project or multiple projects.