The new invoice template feature is here! It’s a completely new customization feature that we are introducing and will continue to expand upon throughout the year.
In addition to the standard invoice design that has always existed in the system, there are two additional designs to choose from. More designs will be added throughout the year.
Customizable Header & Footer
Use your company’s stationery on your Bill4Time invoices. You can change your header and footer to be text, an image, or just space for your letterhead.
With the new invoice designs, you can customize the contact information for the client. You can make it as detailed or as basic as you want. The new designs allow you include additional client details: phone, fax, and a custom line. The custom line allows you to insert any extra information.
Specialized Templates Per Client
Create as many invoice templates as you need. You can assign one for the entire system that will be applied to all invoices, or create unique invoices for specific clients. Tip: when making an invoice template for a specific client, note that in the template name. This will make it easier for you to remember.
You will find the invoice templates under Settings > Invoice Setup. It is also located under the Invoice Presets tab of your Client Details screen. Want to learn how to design your own template, upload an image to your header, or assign a template to a client? Learn more about how to use the invoice templates in the Knowledge Base.