Toolbar of Invoice Template Editor

Use the options on the Invoice Template Editor toolbar to create, save, or delete templates.

Contents

Field	Description
Save	Click to save the current invoice template. After you save the template, it is available to be assigned to any project with billing terms defined.
New	Click this option to create a new template. There are three ways to create a new template: New Invoice Template — Click to create a new template from scratch. Default values populate certain fields. Copy Current Invoice Template — Click to create a new template based on the template currently open in the browser. This option is available only if a template is open in the Template form. Select Invoice Template to Copy — Click to create a new template based on a template you select from the invoice lookup.
Delete Invoice Template	Click this option to delete the invoice template currently open in the browser. Deleting the template makes the template unavailable to be assigned to a project. If you delete a template that is already applied to a project through Billing Terms, Vision warns you of this and prompts you to re-assign a new invoice for these projects. If a template is assigned as the default template for subledger terms on the Intercompany Billing Setup form (Configuration > Accounting > Intercompany Billing), you cannot delete it.
Preview Template	Select a project and invoice on the Invoice Selection tab and then click this option to view the selected invoice formatted with the current invoice template settings.
Assign	Click this option to open the Project lookup with a list of all projects that have billing terms defined. Then select a group of projects, to assign the current template to the billing terms of all selected projects.
Images	Click this option to display the Available Images window, on which you upload or delete custom images that can be used in the templates.
Help	Click this option to display the online help.