Templates
Create reusable templates to standardise billing and streamline invoice creation.
Last update: CCH iFirm Time and Fees
Upload your customised billing template
Upload your customised billing template
CCH iFirm Time and Fees
Customise the standard billing template
Customise the standard billing template
CCH iFirm Time and Fees
Download a standard billing template
Download a standard billing template
CCH iFirm Time and Fees
Learn about date formats in templates
Learn about date formats in templates
CCH iFirm Time and Fees
Prepare the billing template for editing
After you download the standard billing template, open it in Microsoft® Word. To prepare it for editing, you need to ensure you can view the header and footer areas, and the hidden items and table gridlines.
CCH iFirm Time and Fees
Merge fields for Statement and Invoice templates
Merge fields for Statement and Invoice templates