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:

1. From the Vision Navigation menu, click Billing > Invoice Template Editor.
2. In the Search field, enter the name of the template (or use the Lookup to select the template).
3. Click Assign on toolbar of the Invoice Template Editor form
4. On the Project Lookup, select the project or projects to which you want to assign the invoice template.
5. Click Save.