Change the Invoice Template for a Single Project

You can use an invoice format different from the one Vision uses to generate invoices. You create new invoice templates and select new templates for them on a project-by-project basis.

Prerequisite: Create a New Invoice Template.

To change the template for a single project, complete the following steps:

1. Click Billing > Billing Terms and open the project with the template that you want to change.
2. In the Invoice Template field on the General tab of the Billing Terms form, select the new template.
3. Click Save. When you prepare and generate invoices, Vision uses the new template.