Assigning a template to an invoice
1. Go to the Invoices selection level and select an invoice from the list.
2. In the Invoice template field, click the reference icon.
3. Select the invoice template that you want to assign to the invoice and then click OK in the Invoice template window.
Once your invoice is in the Final status, you can send it to your customers.
4. To use a common invoice template for a contract group, you can assign a template.
a. Go to Contracts > Components > Contract groups
b. Select a contract group from the list and click the reference icon in the Invoice template field.
c. In the Invoice template window, select the template you wish to assign from the list and click OK
All contracts belonging to this contract group will use this invoice template for generating invoices.
 | You can set a default template for all invoices. For more information, see Field definer or Layouts. |