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How to Create a Bill Template

There's no separate bill-template builder - bills share the branding and defaults configured under Settings → Templates.

Steps

  1. Go to Settings → Templates → Branding & Template to set your logo and accent color.
  2. Go to Invoice Defaults to set default text that also applies where relevant.
  3. Click "Save" on each tab.

Related Articles

  • How to Set a Default Template for Bills
  • How to Create an Invoice Template
  • How to Navigate the Templates Section

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