Editing templates

Billings Pro allows you to open pre-existing, custom templates and edit them in the Report Designer. These templates include reports, print layouts, estimates, invoices, labels, label sheets, envelopes, and/or statements.

To edit a template

  1. Choose Design > Edit Template.

    Billings Pro opens the folder where your templates are saved.

  2. Select a template. Click Open.

    Billings Pro opens the template in the Report Designer where you can make changes.

Billings Pro stores all custom templates in Home > Library > Application Support > Billings Pro > Templates.

See also

Designing an estimate or invoice

Designing a report

Designing a statement