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Settings

See every document and email Billbook sends

Preview your invoices, quotes, statements and emails with your own look and sample figures, and find where to change each one.

Templates puts everything Billbook sends for your business in one place, drawn with your logo, colours and details. The customer and amounts in each preview are made up.

How do I preview a template?

  1. Open SettingsTemplates.
  2. Pick one from the list: Sales documents, Customers, Payroll or Emails.
  3. The preview shows on the right, with what it's used for underneath.

How do I change how a template looks?

Under the preview, Change this in links straight to the setting that changes it. Most go to SettingsBrand & invoices for your logo, colour and terms, or SettingsPayment methods for how customers pay.

Can I change the wording of an email?

No. The email wording is the same for every business, so it's always clear and correct. When you send an invoice or quote, you can add your own short note, and it goes in the email.

Payroll templates show as coming soon until payroll is switched on.

Next

Set your brand, invoice look and standard terms

Add your logo, colour and contact details, and the terms printed on every invoice, quote and email.

Send your first invoice and get paid

Make an invoice, approve it, email it to your customer and record the payment when it lands.

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Brand & invoices

Add your logo, colour and contact details, and the terms printed on every invoice, quote and email.

Payment methods

Add bank transfer, PayID, BPAY or your own instructions, and choose which ones go on every new invoice.

On this page

How do I preview a template?How do I change how a template looks?Can I change the wording of an email?Next