Converting invoices into statements
Billings can convert your invoice templates into statement templates. A statement template created this way retains the style and appearance of the invoice template. For example, if you need an invoice, estimate, and a statement that look alike visually, then you can initially create the invoice template and later convert it into an estimate and a statement.
Keep in mind that these procedures can be used only for converting invoices into statements and not vice versa.
To convert invoices into statements
- Choose Design > Conversion > Convert Invoice to Statement.
- Select an invoice template.
- Click Open.
Billings converts the invoice template into a statement template and opens it in the Report Designer.
- Save the statement template.
See also
Converting invoices into estimates
How do I convert a Billings 2 template into a Billings 3 template?