Learn how to manage and print Bill Payment templates easily by following these simple steps:
View and Manage Bill Payment Templates:
Navigate to Settings in your account.
Click on Templates from the left sidebar.
Select the Bill Payment tab to view available templates.
Here, you can:
Import the default template named "Default Bill Payment" (the only importable template).
Edit, duplicate, or delete existing templates.
Select a Bill Payment Template for Printing:
Go to the Accounting Vendors page.
Select the relevant vendor.
Expand the Vendor Information section.
Set the "Bill Payment Print Template" field to your desired template.
Print a Bill Payment:
Navigate to the Accounting Vendors page.
Choose the relevant vendor.
Click the Transactions tab.
Find the Bill Payment you want to print.
Click on the three-dot menu (⋯) next to it and select "Print".
This opens a new tab with the printable Bill Payment document using your selected template.
Default Bill Payment Template Details:
The Default Bill Payment template includes:
Bill number
Bill item details including item, site, and amount
Vendor's name and address
Your company's name and address
Total amount paid clearly displayed at the bottom
