Create a new invoice template

Bill.com has one default template called "Clean" to use when creating invoices, but you can create a custom template if you need to add or remove fields.

If you need the steps to create a new invoice, please see the article linked at the bottom of this page.

You must have Manage Invoice templates permission to create invoice templates.

If you have a subscription free basic receivables account, you'll need to upgrade to manage invoice templates.

Creating an invoice template

1. Select Settings
2. Select Invoice Templates under Receivables
3. Select New
4. Enter Invoice Template details
   • Default - select this to be the default template for creating invoices
   • Name - name the template so that it's easy to recognize
   • Style - select each to see a preview
     • Clean
     • Classic
     • Modern
   • Title
   • General - Choose the fields to show on an invoice using this template
   • Items - Choose the fields to show on an invoice using this template
   • Summary - Choose the fields to show on an invoice using this template
   • Footer
     • Link to Branded Website - Uncheck if you don't want customers to pay through the portal. Note: This will remove your branded website from your invoices.
     • Customer Message - a default message that shows on the invoice for customers, even if Link to Branded Website is unchecked.
5. Select Save