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How to Set a Default Template for Bills

Settings → Templates currently controls invoice branding and defaults. Bills use the same underlying defaults set up there rather than a separate bill-template…

Steps

  1. Go to Settings → Templates → Branding & Template to set your logo and accent color.
  2. Go to Invoice Defaults to set default payment terms and notes that also apply where relevant to bills.
  3. Click "Save" on each tab after making changes.

Related Articles

  • How to Create a Bill Template
  • How to Set a Default Template for Invoices
  • How to Add Custom Fields to Templates

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