Converting invoices into statements

Billings can convert your invoice templates into statement templates. A statement template created this way retains the style and appearance of the invoice template. For example, if you need an invoice, estimate, and a statement that look alike visually, then you can initially create the invoice template and later convert it into an estimate and a statement.

Keep in mind that these procedures can be used only for converting invoices into statements and not vice versa.

To convert invoices into statements

  1. Choose Design > Conversion > Convert Invoice to Statement.
  2. Select an invoice template.
  3. Click Open.

    Billings converts the invoice template into a statement template and opens it in the Report Designer.

  4. Save the statement template.

See also

Converting invoices into estimates

How do I convert a Billings 2 template into a Billings 3 template?