How to determine which invoice template to use?

CORE allows you to specify the invoice templates you want for a different project or contract types at the global level and project level. It has the default templates pre-selected based on the contract or project type, but you can change them if needed. You can also overwrite these templates at the invoice level temporarily. Check CORE Help Center for details.

You can also have our Customization Team create custom invoices for your company and add them to your CORE database. Then you can select them as your default templates instead of the standard ones available.

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