Customizing invoices

Billings comes with several invoice styles, which you can customize to varying degrees to suit your needs. Most of the built-in invoice styles have options that you can change when you create an invoice including:

To customize an invoice

  1. In the Working Slips tab, select the slip(s) you want to include in the invoice as individual line-items.
  2. Choose Project > Send Invoice.
  3. In the Invoice window, you can do the following:
    • Select a style for the invoice from the style gallery.
    • Click Preview to see how the invoice looks like.
    • To further customize the invoice, click Options. Select the settings for customizing the invoice. Click OK.
  4. When you are ready to send the invoice, click Create Invoice.

If you wish to further customize your invoices, you can use the Report Designer to create a new template based on a built-in style. Choose Design > New Invoice and use an existing invoice layout as a basis for your new design.

Using the Report Designer to customize invoices and designing them from scratch, is a technically complex process that requires some familiarity with software development. You can find out more about building templates for Billings by visiting the Billings support website.

See also

About invoices

Designing an estimate or invoice