FAQs in this section
What are Bills?
Is the Bills module available in the Sales Professional edition?
Is the Bills module available by default?
How can I install the Bills module?
Can I duplicate a bill?
How can I send an email to a vendor from a bill?
How can I create a bill?
How can I create a bill from purchase orders?
How are bills related to purchase orders?
How are bills related to payments?
How can I add a new product or a service to a bill?
How can I add a new section to a bill?
How can I share a bill?
How can I add documents to a bill?
How can I generate a payment from a bill?
How can I export a bill?
How can I print a bill record?
What does One View in bills show?
How can I attach tags to a bill record?
How can I edit two or more bills together?
What is Canceled and Overdue in bills?

How can I change the template of a bill?

There are two ways to change the template of a bill - from the Print Bill screen and from the Settings widget.

  1. Follow these steps to change the template of a bill from the Print Bill screen:

Note: This is a temporary change to the template of a bill and is available only till a bill is printed.

  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Bills module.
  4. Open any bill.
  5. Click the More button.
  6. Click the Print button.
  7. Select the template you want from the list of all templates.
  8. You can choose any of the below options:
    1. Edit & Export - You can edit the bill and export it to your local system.
    2. Email with PDF - You can email the bill record as a PDF to the contact.
    3. Print - You can print the bill and keep a hard copy.
    4. Save as PDF - You can save the bill as a PDF on your local system.
 
  1. Follow these steps to change the template of the bill from the Settings widget:

This is a permanent change and will be applied to the bill immediately.

  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Bills module.
  4. Open any bill.
  5. Go to the Settings Widget.
  6. Click the Template applied drop-down.
  7. Select the template of your choice.

The template will be applied to the bill instantly.

To know more about Bills, click here.

Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube