View and Manage Bill Templates
Click your profile menu.
Click Settings.
Click Templates.
The default tab is Bill, where you’ll see all available bill templates.
Here, you can:
Import the default template named Default Bill. This is the only importable template.
Edit, duplicate, or delete existing templates.
Select a Bill Template for Printing
Go to Settings.
Select Profiles.
Edit an existing management profile or create a new one.
Set the Bill print template field to your desired template.
Save your changes.
Print a Bill
Go to the Vendors page.
Select the relevant vendor.
Click the Transactions tab.
Find the bill you want to print.
Click the dropdown menu next to it.
Select Print.
Select the print template to use.
Click Print.
This opens a new tab with a printable document using your selected template.
Default Bill Template Details:
The Default Bill template includes:
Bill number
Vendor name and address
Your company name and address
Itemized details: quantity, description, and amount per line
Total amount due clearly displayed at the bottom.
