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:

1. From the Vision Navigation menu, click Billing > Invoice Template Editor.
2. On the toolbar of the Invoice Template Editor form, click New and then click New Invoice Template.
3. In the Template Name field on the General tab, enter a name for the invoice template.
4. Complete the information on all tabs of the form.
5. Click Save.

To use the template for formatting invoices, you must associate the template with a single project or multiple projects.