Design Bills With Billing Templates

Billing templates give your firm full control over how bills and trust requests look, using a visual editor and no external tools such as Word or a PDF editor. You build a template on a single drag-and-drop canvas, then edit, duplicate, and delete it as your firm's branding changes. A branded template applies your firm's layout to every bill you generate.

Create a billing template

The editor shows a preview of your bill on the left and a customization pane on the right. As you make changes, the preview updates.

1. Go to Settings > Billing > Billing templates or the main Billing tab > Billing templates.
2. Select Create new template.
3. Use the customization pane on the right to add, remove, and organize the components of your bill.
   • In the Structure subtab, click Add new section to add components, use the expander arrow and Remove to remove a component, and drag the six-dot handle to rearrange components.
   • In the Design subtab, set page margins, font properties, and any watermarks.
4. In the bill preview, click a component to edit:
   • Click and type to add static text, position, or move variable placeholders (text wrapped in double braces {{ … }}). 
   • Click Insert field for more placeholders, click Insert elements to add lines, links, images, or tables.
   • Click Insert field to find and select additional variable placeholders,
   • Click Insert elements to add horizontal lines, links, images, or tables, and
   • Apply text formatting that conforms to your firm's brand.
5. Click the more icon at the top right, then click Rename template. Enter a template name and click Save.
6. When you are satisfied with your template, select Save.

Design trust request templates

Trust request templates use the same visual editor as billing templates, so you build the layout once and apply your firm's branding to both bills and trust requests. A trust request template can include different sections than an invoice template, such as Trust Line Items in place of standard billing line items, since a trust request asks for funds rather than confirming payment for completed work.

1. Go to Settings > Billing > Billing templates.
2. Click Create template for, then select Trust request.
3. Use the customization pane to add, remove, and arrange sections, and the preview pane to review your changes.
   • In the Structure subtab, click Add new section to add components, use the expander arrow and Remove to remove a component, and drag the six-dot handle to rearrange components.
   • In the Design subtab, set page margins, font properties, and any watermarks.
4. In the trust request template preview, click a component to edit:
   • Click and type to add static text, position, or move variable placeholders (text wrapped in double braces {{ … }}). 
   • Click Insert field for more placeholders, click Insert elements to add lines, links, images, or tables.
   • Click Insert field to find and select additional variable placeholders,
   • Click Insert elements to add horizontal lines, links, images, or tables, and
   • Apply text formatting that conforms to your firm's brand.
5. Select Save.

Edit a billing template

1. Go to Settings > Billing > Billing templates.
2. Hover over the template and click Edit.
3. Make your layout changes, then click Save.

Duplicate a billing template

1. Go to Settings > Billing > Billing templates.
2. Hover over the template and click Duplicate. The copy appears in your templates, ready to edit and rename.

Delete a billing template

1. Go to Settings > Billing > Billing templates.
2. Hover over the template, click the delete icon, then click OK.