Custom Bill Templates

You can create bill templates to be applied as automations in pipelines. Bill templates save time by automating routine processes—and they help prevent the occasional mistake in invoices.

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Creating Bill Templates

A bill template can be created by a firm owner or any team member who has been given access rights to manage templates.

To create a bill template, follow these steps:

1. Go to Settings in your left sidebar, select Templates in the menu bar, then select Bills, and click the CREATE TEMPLATE button.

Or you can access this page by selecting the Create Bill automation while creating or editing a pipeline, and clicking on the New Template button.

2. Enter the amount of the bill. 

3. Specify the Sales Tax (HST or VAT, depending on your currency settings) to automatically add tax to the bill. Once the sales tax has been added, you’ll see it reflected in the bill-amount total. Note the following:

  • If you have selected the Sales Tax checkbox, but haven’t entered the amount, your default tax rate will be used with all bills created via automation. You can always change your default tax rate by navigating to Settings, to Integrations, then to Payments.
  • If you have selected the Sales Tax checkbox, and then entered the amount, your entered tax rate will be used with all bills created via automation (the default tax rate setting is not taken into account).
  • If you haven’t selected the Sales Tax checkbox, and then entered the amount, no tax rate will be used with all bills created via the automation (the default tax rate setting is not taken into account).

4. Add a description (up to 150 characters) outlining what is included in the bill, decide whether you want automatic emails about new invoices sent to your clients, then click the SAVE button.

Editing Bill Templates

To make changes to a bill template, follow these steps:

1. Go to Settings in your left sidebar, select Templates in the menu bar, then select Bills, and click on the bill template name in the list.

2. Make changes to the bill template, then click the SAVE button.

Duplicating Bill Templates

You can create new bill templates from existing ones. Click the three-dots icon to the far right of the bill’s template name, then select Duplicate from the pull-down menu. The bill template’s copy will be saved with the appropriate suffix (e.g., Form1040 (2)).

Deleting Bill Templates

To remove a bill template completely, click the three-dots icon to the far right of the bill’s template name, select Delete in the pull-down menu, then click the DELETE button.

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