Edit an Invoice Template

You can edit an existing invoice template to change its margins or other layout settings.

To edit an invoice template, 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 to edit or use the Lookup to select the template.
3. Complete the information on all the tabs of the Invoice Template Editor form.
4. Click Save.