How to...

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• Create a New Invoice Template
  You can create as many invoice templates as you need.
• Edit an Invoice Template
  You can edit an existing invoice template to change its settings.
• Copy an Invoice Template
  You can copy an existing template and modify its settings to create a new template.
• Preview an Invoice Template
  Before you apply an invoice template to your projects, you can preview the invoice labels and layout.
• 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.
• Assign an Invoice Template to Multiple Projects
  You can create an invoice template for a group of projects and assign it to multiple projects at once.
• Upload Logos and Images for Invoice Templates
  You may want to add a logo or another image to an invoice template. You can upload any standard picture file format, such as PNG, JPG, BMP, or GIF.
• Add Logos and Images to Invoice Templates
  You may want to add a logo or another image to an invoice template so that it appears on your invoices. You can place images in the header or footer portion of an invoice. You can also remove the box that says Invoice from the top left of the invoice.
• Delete an Invoice Template
  You can delete most invoice templates.
• Create an Invoice Template for Pre-Invoices and Pre-Invoice Cancellations
  Use the Invoice Template Editor to create an invoice template for pre-invoices or pre-invoice cancellations.
• Add Projects Hub Fields and User-Defined Fields to an Invoice Template
  You can add Projects hub fields and user-defined fields from the Projects hub to an invoice template. The fields can appear in the header or footer of the invoice.