Upload your customized billing template into Jobs & Billing

Settings - Jobs & Billing

Once you have saved your customized template with a new name:

  1. Click Settings > Jobs & Billing > Billing Templates.
  2. Click Upload Custom Template.
  3. Click Browse to locate and select your customized template.
  4. Click Upload.
  5. Clear the Include standard invoice templates and/or Include standard statement templates check boxes, if required.
  • This stops the standard templates from appearing as options when you prepare your invoices and statements. Instead, you will only see your own customized templates.
  1. Print a sample invoice or statement to ensure that it prints as you intended and that all the data displays correctly.