
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
- Choose Design > Edit Template.
Billings Pro opens the folder where your templates are saved.
- 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.