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In the Bill Entry screen, for the first bill entered for an Account, you will see the default template
In this example the template has been changed to Corona Template
Changing the Template
- Click on Switch Template
- Choose the required Template from the list
- Click Change
The Bill will be updated with the required template. Any subsequent Bllls entered will also show the new Template.
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- Click on the dropdown and choose the Commodity
Adding the Columns
- Click
to take you to the Bill Template Designer screen
- Click
- Move the Columns slider to choose 1, 2, 3, or 4 Columns
- Click
Adding the Content
- Click
to add a Bill Section, Header and/or Page Break
Header
The Header allows you to add a heading for each section, such as Meter Readings, VAT, Total Costs etc
- Click on + then Header
Tip: Add the Heading in capitals so that it stands out
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- Click on + then Bill Section
Once you have chosen, you will see the template of the Section
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- Click on the downward arrow and tick/untick as required
Add as many Headers and Sections as required
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- Click on + then Page Break
Once you have all of the Headers, Sections and Page Breaks you will need to save the Template
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- Enter the name of the Template
- Click
to save
This Template will now be available to use on any bill with the relevant Commodity.
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- Open the Bill Template Setup Activity to see any existing Templates created on your database.
- Click on the Template you want to amend
- Click
You are now in Edit mode and can add/delete Columns, Headers, Bill Sections and/or Page Breaks
Saving the edited version
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