Toolbar of Invoice Template Editor

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

Contents

Field	Description
New	Click this option to create a new template. There are three ways to create a new template: New Invoice Template: Click this option to create a new template from scratch. Default values populate certain fields. Copy Current Invoice Template: Click this option to create a new template based on the template that is currently open. Select Invoice Template to Copy: Click this option to create a new template based on a template that you select.
Delete Invoice Template	Click this option to delete the invoice template that is currently open. Deleting the template makes the template unavailable to be assigned to a project. If you delete a template that is already assigned to projects, DPS warns you of this and prompts you to assign a new invoice template to these projects. You cannot delete a template if it is assigned as the default template for subledger terms on the Intercompany Billing Setup form (Settings > Accounting > Intercompany Billing).
Preview Template	Use this option to see how an invoice will look when it is generated using the current invoice template settings. First select a project and invoice on the Invoice Selection tab and then click this option to see the invoice with the current invoice template settings applied.
Assign	Use this option to assign the current invoice template to one or more projects. When you click this option, DPS displays the Project Lookup, listing all of the projects that have billing terms defined. Select one or more projects.
Images	Click this option to display the Available Images window, where you can upload or delete logos and other images for use in invoice templates.