How to Setup Invoice Settings on an Account, Client, and Project level.

Please Note: When you make changes to an invoice template, all invoices (past and future) will be affected on all clients and/or projects that the template is assigned to.

To setup an invoice template on the Account/Firm/global level:

(The invoice template on the account level will be the the account default)

1. Click on your name on the top right and select Settings at the drop-down.
2. Click on the Invoice Setup tab.
3. Click the notepad icon for the desired template located at the very right of the row.
4. You are now at the Invoice Template Editor. Make your desired changes here.
5. Click the Save button.

To create and/or assign a specific template to a client:

1. Click on Clients on the navigation bar.
2. Search the desired client and click on them.
3. Click on the Invoice Presets tab.
4. Click on the notepad icon at the very right of the row for the invoice template that has a check mark next to it.
5. You are now at the Invoice Template Editor. Make the desired changes here.
6. Click the Save button.

To create and/or assign an invoice template to a particular project:

1. Click on Projects on the navigation bar.
2. Search the desired project and click on them. (You may also search for the client's name this way, then click on the desired project.)
3. Click on the Invoice Presets tab. 
4. Click on the notepad icon at the very right of the row for the invoice template that has a check mark next to it.
5. You are now at the Invoice Template Editor. Make the desired changes here.
6. Click the Save button.

Note: Invoice presets are editable on the account, client, and project level. This means that you can have a different "Attention To:" on the client and project level if needed.