How To
Upload your customised billing template
CCH iFirm Time and Fees
Upload your customised billing template
Once you have saved your customised template with a new name:
- Click Settings > Jobs & Billing > Billing Templates.
- Click Upload Custom Template.
- Click Choose File to locate and select your customised template.
- Click Upload.
- Clear the Include standard invoice templates as options when printing invoices and/or Include standard statement templates as options when printing statements check boxes, if required.
- This stops the standard templates from appearing as options when you prepare your invoices and statements. Instead, you will only see your own customised templates.
- Print a sample invoice or statement to ensure that it prints as you intended and that all the data displays correctly.
Related documents
Use interim or progress invoice text
How to use interim or progress invoice text
Recording time in lieu
You can set the general timesheet settings to automatically lock timesheets by date or job stage. Alternatively, you can manually lock timesheets for an individual job. When you do this, users will not be able to add, edit, or delete timesheet entries for that particular job.
View email contents
You can view the content of e-mails in the E-mail Centre. The e-mails are read-only, therefore, you cannot edit them.
Manage Email Templates
Templates are supplied for e-mailing invoices and statements, or you can add your own. You can delete these templates if you do not need them. You can set the default template in the billing entities area. You have the option of sending your e-mail as HTML or plain text.
Email Centre
The E-mail Centre displays client-related e-mails as well as some key internal e-mails.