Download a standard billing template

Settings - Jobs & Billing

Download the template that corresponds to the invoice or statement that you want to customize.

  1. Click Settings > Jobs & Billing.
  2. Click Billing Templates to view the list of standard templates available in your CCH iFirm site.

  1. Click Download beside the standard template you want to customize, and save it.
  2. Proceed to prepare the template for editing.