Billings Pro Help
Index

# About Reports and Templates

Reports, estimates, invoices, envelopes, labels, and label sheets are all generated from templates. These templates can be customized or created from scratch.

Templates tell Billings Pro what to get from the database and how to display that information. A report searches the whole database for information that matches certain criteria, while other templates—such as invoice templates—start with a selection of items, such as a group of slips, and format them for printing or saving as a PDF.

In Billings Pro, reports generally collect a great deal of information, and produce a useful summary. For instance, a report that Billings Pro comes with finds out which clients have invoices with outstanding balances, and lists the information on a page that can be printed or saved.

It is fairly easy to customize estimate and invoice templates, but both editing and creating report templates is somewhat more complex, and requires some familiarity with software development.

## See also

About reports

Designing an estimate or invoice