Creating Bill Template(s)

Creating Bill Template(s)


  1. 1. On the home page, in the left-hand panel, under Template Desk, click Create & Edit.  

  1. 2. From the top pane drop-down menu, select Bill




  5. 3. Click New to create a new Bill Template or Drag and drop documents to upload existing templates.  




  1. 4. Click Upload.  

  1. 5. Use the Template Designer to configure your template to include file and client details where needed.

  2. Your Bill template will now be available for use.  


Using Bill template fields

When preparing your bill templates, you have a number of options to use depending on the type of bill you are creating (fixed fee, quick bill, time-based etc.), and the information you would like to include on your bill. Please see the guide below on what information each field provides. You can create multiple bill templates to suit the type of bills you need to issue.



When issuing a Quick bill, amount entered for the Quick bill will show using the activities fields.

Fixed fee bills

If the bill you are issuing is a fixed fee bill, you must use the Fixed fee fields on the Template Designer.

Fixed Fee amount:




Other fixed fee fields:




Should you wish to include the activities that you worked on, in the fixed fee bill, use the Activities fields below, where you can decide if you want to also show the time spent working on those. You can also show the expenses you had using the Expenses fields.

Activities

If wish to show a list of activities that are included on the bill, you can use the Activity fields:




All fields showing under Item list must be added in a row first, and can then be rearranged / edited as necessary on the template.

To include the totals of all listed activities, add the following fields under the 'Add in a row' button:

 
Total Activity Cost = total cost of all activities before VAT
Total Activity VAT Amount = total VAT amounts of all included activities
Activity Grand Total Amount = total amount of all included activities with VAT


Expenses:





  = If multiple expenses in a bill, these fields will calculate the VAT totals for those expenses, and total expenses cost including VAT.



To find out more about templates, go to Templates/Precedents - Overview.


    • Related Articles

    • Issuing Fixed Fee Bills

      If you have selected your file to have a fixed fee in the Summary page, you can issue a bill without adding file activities. You must have linked a primary client to the file. 1. Click Files in the left pane. 2. Select the file you want to create a ...

    • Templates/Precedents - Overview

      Templates are a key feature of Thread that you can set up to most effectively utilise the application. Templates are used for documents, bills, bundles, or emails, and can be created to be used across all categories on Thread. Setting up templates ...

    • Default Billing Method - Admin

      Setting up default billing allows you to charge a standard rate for all bills issued by your organisation through Thread. You can choose to set up the default billing method as: - Rate per category – default rate per category, i.e., €300 for wills. - ...

    • Quick Bill

      With Thread, you can issue a quick bill with a set value without including any activities in a bill. 1. Click on quick create button, and select Quick Bill. 2. A pop-up window will appear for you to fill in your bill information. Mandatory fields are ...

    • Using the Template Designer

      All templates used on Thread must be coded correctly using the Thread Template Designer add-in for Word. For instructions on downloading the add-in, click here. You can use an existing template or create a new Word document, and code it by using the ...