{"id":54710,"date":"2023-02-09T10:16:05","date_gmt":"2023-02-09T10:16:05","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=54710"},"modified":"2024-04-23T15:39:36","modified_gmt":"2024-04-23T14:39:36","slug":"create-a-bill-template-app","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/create-a-bill-template\/","title":{"rendered":"Create a Bill Template"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Accounts Users<\/strong> and <strong>Accounts Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will take you though ensuring that a billing\/invoice template has been created and is available on Osprey for your firm to use<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In Osprey, Navigate to Time Recording &gt; Time Billing &gt; Create Bill Template as below.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"280\" height=\"280\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-34.png\" alt=\"\" class=\"wp-image-63425\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-34.png 280w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-34-150x150.png 150w\" sizes=\"auto, (max-width: 280px) 100vw, 280px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select the Design Bill option to create or change any content on your bill template.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1009\" height=\"329\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-35.png\" alt=\"\" class=\"wp-image-63428\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-35.png 1009w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-35-300x98.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-35-768x250.png 768w\" sizes=\"auto, (max-width: 1009px) 100vw, 1009px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When the Word document opens, you can add any information you need. A standard set of merge fields are available to allow you to include data from Osprey.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1011\" height=\"624\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-36.png\" alt=\"\" class=\"wp-image-63429\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-36.png 1011w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-36-300x185.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-36-768x474.png 768w\" sizes=\"auto, (max-width: 1011px) 100vw, 1011px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When you are happy with your bill template, click the X in the top corner. A pop-up box will appear and you will be prompted to save your changes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Use the Preview option to display how your bill will look when run. Please note that the preview uses dummy data to populate your bill.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The billing process in Osprey Approach allows you to post, produce and then print your bills. This guide will take you through the full billing process.<\/p>\n","protected":false},"author":5382,"featured_media":0,"template":"","categories":[202,52],"tags":[],"class_list":["post-54710","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-client-ledger-browser","category-using-billing"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Create a Bill Template | This guide will take you though ensuring a billing template has been created | Osprey Academy - Customer support and training centre<\/title>\n<meta name=\"description\" content=\"A step-by-step guide on creating a bill template for you to print\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/create-a-bill-template\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create a Bill Template | This guide will take you though ensuring a billing template has been created | Osprey Academy - Customer support and training centre\" \/>\n<meta property=\"og:description\" content=\"A step-by-step guide on creating a bill template for you to print\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/create-a-bill-template\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support &amp; 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