---
title: "About project-specific format of invoices"
description: "For individual projects, you can configure different formats for printable pro forma invoices and sales invoices."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/about-project-specific-format-of-invoices/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/llms.txt


# About project-specific format of invoices

Last modified February 19, 2026

> For individual projects, you can configure different formats for printable pro forma invoices and sales invoices.


For individual projects, you can configure different formats for printable pro forma invoices
and sales invoices.
The invoice format may depend on the project type; for
instance, an installation project may have one invoice format, and a repair project may have
a different invoice format.

Also, a default invoice format can be specified for particular
customers, with this format used for all projects of this customer unless the user specifies
a different format.

## Defining printing window of invoices for projects

On the **Mailing settings** tab of the [Projects (PM301000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/index.md) window, you can specify a custom format and an email notification template that
should be used for the printing and emailing of the invoices prepared for the particular
project.
When you create a new project, the system copies all the predefined mailing
settings from the **Mailing settings** tab of the [Project accounting preferences (PM101000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-accounting-preferences-pm101000/index.md) window, but you can override them.
You can use the
following predefined mailings:

PROFORMA
:   The mailing with this ID is used to print pro forma invoices. By default, this mailing uses the [Pro forma invoice (PM642000) report](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/pro-forma-invoice-pm642000/index.md) for printing the pro forma invoice.

INVOICE
:   The mailing with this ID is used to print customer ledger invoices that originate from the Projects module. By default, this mailing uses the [Pro forma invoice (PM642000) report](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/pro-forma-invoice-pm642000/index.md), which is a copy of the [Invoice/note (AR641000) report](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-reports/invoice-note-ar641000/index.md), for printing the invoice.

If you need to override the printing form of pro forma invoices or sales
invoices for a project, you edit the respective mailing setting but do not edit the mailing
identifier, which is the system setting.
For example: Suppose you need to override the
printing form of pro forma invoices for a project.

For the **PROFORMA** mailing of this project, you select the needed report from the Projects module in the **Report** column of the **Mailing** table on the **Mailing settings** tab of the [Projects (PM301000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/index.md) window.

## Printing invoices

When you print a pro forma invoice in the [Pro forma invoice (PM642000) report](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/pro-forma-invoice-pm642000/index.md) window,
the system uses the report specified for the **PROFORMA** mailing of the corresponding
project on the **Mailing settings** tab of the [Projects (PM301000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/index.md) window.
If the corresponding project has no mailing
setting with the **PROFORMA** identifier, an error occurs.

When you print a sales invoice that originates from the Projects module in the [Sales invoices (AR301000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/index.md) window, the system uses one of the following reports:

+ The report specified for the **INVOICE** mailing, if one is specified, of the corresponding project on the **Mailing settings** tab of the [Projects (PM301000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/index.md) window.
+ The report specified for the customer on the **Mailing settings** tab of the [Customers (AR303000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/index.md) window if the **INVOICE** mailing of the corresponding project is not active.
+ The [Invoice/note (AR641000) report](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-reports/invoice-note-ar641000/index.md) if the **INVOICE** mailing of the corresponding project and the customer is not active.

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/project-accounting/manage-projects/about-pro-forma-invoices/index.md">About pro forma invoices</a></li><li><a href="/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/about-project-invoicing/index.md">About project invoicing</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/project-accounting/project-accounting-windows/pro-forma-invoices-pm307000/index.md">Pro forma invoices (PM307000)</a></li><li><a href="/visma-net-erp/help/project-accounting/project-accounting-windows/process-pro-forma-invoices-pm506000/index.md">Process pro forma invoices (PM506000)</a></li>
</ul>


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