Billings Pro Help
Index

# Sharing templates with other workers

Billings Pro comes with built-in template styles for sending estimates/invoices/and statements. If you have custom templates that you wish to share with other workers in your network, you can do so.

## To share templates with other workers

1. Choose Billings Pro > Preferences.
2. Click Templates.
3. To add a new template, click the + button.

   This opens the Templates folder. By default, all custom templates are saved in this folder.

4. Select a template(s). Click Open.

   The selected templates are added into Billings Pro.

When you are done working with Templates Preferences, click the Sync button to update those details on Billings Pro Server immediately. Otherwise, Billings Pro syncs with Billings Pro Server every 5 minutes automatically and will update the information during the next sync.

## See also

Designing an estimate or invoice

Designing a statement

Designing a report