Creating Bill Template(s)
1. On the home page, in the bottom left-hand panel select the settings option then under Template Desk, click Create & Edit.
2. From the top pane drop-down menu, select Bill
3. Click Add to create a new Bill Template or Drag and drop documents to upload existing templates.
4. Click Create.
5. Using the Template Designer to configure your template to include Matter and client details where needed.
Your Bill template will now be available for use.
Using Bill template fields
When preparing your bill templates, you have several 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.
1. Number of documents included in the bill.
2. If fixed fee bill, total amount with VAT
3. Total VAT amount on the bill
4. Total cost of the matter including costs
5. Total time of matters included in the bill
6. Total VAT amounts of the matters and expenses
7. Date bill issued
8. Total bill amount (matter total plus expenses total inclusive of VAT)
9. Only for fixed fee bills VAT percentage
10. Only for fixed fee bills, VAT amount of the fixed fee
When issuing a Quick bill, the amount entered for the Quick bill will show using the Time Records Bill 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 fields:
Other fixed fee fields:
Should you wish to include document that you worked on, in the fixed fee bill, use the Time Record > Item 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.
Time based bills
Time Record fields:
If wish to show a list of time records that are included in the bill, you can use the Time Record 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 time records, add the following fields under the 'Add in a row' button:
Total Time Records Value = Total cost of all activities before Tax.
Total Time Records Tax Amount = Total Tax amounts of all included activities.
Time Records Total Amount = Total amount of all included records with Tax.
Expenses
See below sample Expense (left) and corresponding Template Fields (right) reflecting where the Bill template will fetch the expense details from.
If multiple expenses in a bill, the below fields will calculate the Tax totals for those expenses and total expenses cost including Tax.
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