The templates your Vision administrator gives you Record Level View access to determines the templates that are available to you to view in Billing Terms and in Invoice Options in Intercompany Billing. The invoice templates your Vision administrator gives you There are two types of access rights that can be set for invoice templates: Invoice Options field in Intercompany Billing, contact your Vision administrator to determine if your access rights must be adjusted. If you do not see a particular invoice template that you expect to see, either from the Invoice Template Editor, from the Invoice Template field on the General tab of the Billing Terms form, or from the Your administrator could set up the invoice templates so that you see only templates that relate to the projects you work on.
#Invoice example update
An administrator can tailor your view so you can view and/or update only the invoice templates you use in association with the projects you work on, rather than all invoice templates in the Vision database.įor example, invoice templates might be created that are specific to an organization or specific to a project manager. Your Vision administrator can set access limitations on various configuration tables and applications throughout Vision, including invoice templates. See your system administrator about copying files to the report server. Invoice Template field on the General tab of the Billing Terms form, you may need to copy the invoice template file to the report server.
When you establish default billing terms to use for billing, you can establish a default invoice template.If the standard template (layout and content options) shipped with Vision does not meet your needs, you can design your own invoice template. Each template is based on the standard invoice report shipped with Vision. Use the Invoice Template Editor to create custom invoice settings, tailoring invoice information and layout to your company's needs.Īn invoice template is essentially a set of saved settings that determine the content and the layout of the invoice. The Billing application comes with a standard invoice report and standard template settings.
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