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How to add default Billing Template for a Customer.
How to add default Billing Template for a Customer.
Basil Mathai avatar
Written by Basil Mathai
Updated over a week ago

To choose default billing template for a customer, follow these steps:

  1. Navigate to the side navigation bar and choose "Customers" from customers.

  2. Select the particular customer you wish to add Billing Template.

  3. Scroll down the right-hand window to find the "Billing & Contract" tab and click on it.

  4. Choose the "Billing & Invoice" tab from the provided tabs.

  5. You'll find a button on the right side of the billing template, allowing user to select the default template.

  6. When clicking on the dropdown menu, users can view all available templates along with a preview. From there, they can select the appropriate template to set as the default option for that customer.

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