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Utility Billing Templates - Invoice Template Setup

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Utility Billing Templates – Invoice Template Setup Hi this is Zac Kibria and in this video I will be showing you how to go through the Invoice Template Setup. In this video, I will be showing you how to edit invoices, as well as use the advanced options. To edit invoices first, click the admin tab. Under miscellaneous click invoice setup. To Modify an invoice template, click the Edit button (blue marker icon). Lastly click next to proceed. There are several invoice templates we have provided you to use- you can even change options such as # of pages in your invoice, paper size and name and many more options. After choosing your options, selecting Save Invoice or Next will generate the invoice creator screen which I will go into details now. Awesome- the last thing I wanted to show you in this video is the invoice creator. This is a powerful tool that will require a more in-depth walkthrough video – but the basics are incredibly simple. Simply drag and drop fields as you see fit and once you are satisfied with the invoice you can go ahead and create a bill run. If you want to be more creative call on your web designer to make the invoice look exactly as you want it. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
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