How to open a bill or statement template to customize it

If you want to customize your bill or statement templates, first you must open them in the template editor.

To begin with, click the Tools menu and choose Settings.


Next, click on the Templates tab, and then click on either Choose Bill Template or Choose Statement Template, depending on whether you want to customize your bill or statement template.


Next, click on the name of the template you want to customize from the list, and then click the Customize button below that list.


If you chose a built-in template, you'll be prompted to give it a new name - whatever name you give it, it will then be added to the list of My Templates, and then opened.

If you chose a template from the list of My Templates, it will just open immediately.

Now, your template is open in the template editor and you can make whatever changes you want.

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