Billing templates give your firm full control over how bills 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.
Note: Bill themes are configured through a series of settings menus and are faster to set up for a standard bill layout. Billing templates instead provide a single canvas where you see and adjust the layout directly, giving full control over structure and placement. Copy an existing theme into the template editor to carry a design forward instead of starting from a blank canvas. See Create and Manage Bill Themes for the theme-based approach.
Create a billing template
The editor shows a preview of your bill on the left and a customisation pane on the right. As you make changes, the preview updates.
Tip: Use a descriptive name so you can recognise the template when generating bills.
- Go to Settings > Billing > Billing templates or the main Billing tab > Billing templates.
- Select Create new template.
- Use the customisation pane on the right to add, remove, and organise 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.
- 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.
- Click the more icon at the top right, then click Rename template. Enter a template name and click Save.
- When you are satisfied with your template, select Save.
Edit a billing template
- Go to Settings > Billing > Billing templates.
- Hover over the template and click Edit.
- Make your layout changes, then click Save.
Duplicate a billing template
- Go to Settings > Billing > Billing templates.
- Hover over the template and click Duplicate. The copy appears in your templates, ready to edit and rename.
Delete a billing template
Important: Deleting a billing template is permanent. Bills already generated with the template are not affected.
- Go to Settings > Billing > Billing templates.
- Hover over the template, click the delete icon, then click OK.