Assign an Invoice Template to a Project

You can create an invoice template for a specific project or group of projects and apply it on a project-by-project basis.

Prerequisite: Create a New Invoice Template.

To assign a template to a project:

1. In the Navigation pane, select Hubs > Projects > Billing Terms.
2. Select the project.
3. On the General tab of the Billing Terms form, select a template in the Invoice Template field.
4. Click Save. When you prepare and generate invoices, DPS uses the new template.