Billing item templates streamline the process of creating billing entries for common fees or expenses.
For instance, if you routinely charge flat fees for tasks like drafting a provisional patent application or responding to an office action, you can set up a billing item template that includes the fixed amount and a standard description. Then, when adding a new billing item, you simply select the appropriate template from the drop-down menu, and the details are automatically filled in.
These template help ensure that your invoices remain consistent – both in pricing and in the language used for describing services.
Create a New Billing Item Template
- Go to Finances > Billing Item Templates.
- Click the Add button.
- Fill out the mandatory fields (Template Title, Who, and Type fields) along with any remaining fields you would like to include in the template.
- Click the Save button.
Use a Template When Creating a Billing Item
- Go to the Finances module.
- Click the Add button on the All Billing Items page.
- Locate and select your template in the Load Template menu field at the top of the page.
- Notice that when you select the template, remaining fields will automatically populate.
- Select a Client.
- Click the Save button.
Create a Template from an Existing Billing Item
- Locate and select the Billing Item from which you wish to create a template on the All Billing Items page.
- With the billing item open, click the Create Template button.
- Review and edit the fields as needed, including the Template Title, then click the Save button.
