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In this section of the Billit website, you will find manuals and explanations about all the features in Billit. You can find help articles using the search function or through the menu structure on the left which follows the menu-structure in Billit.

Layout templates

Even though strictly speaking digital invoices don't have a layout, Billit always provides a visual representation of your invoices. This is used when, for example, you send an invoices as PDF or it serves as PDF that accompanies your digital invoice.

When you create an invoice, quote, delivery note, order form or credit note in Billit they are always created in the default layout. You can change this default layout or even create several layout templates where you can choose from when you create a document. As soon as you've created several templates for a documentyou will see a dropdown menu at the top when you create an invoice. You can choose the template you want from there.

Setting an invoice layout works just like setting the layout for a credit note, quote delivery note or order form. The explanation below applies for the layout of credit notes, quotes, delivery notes or order form.

  • Change, delete or dupliate layout template

    After creating a new template or editing an existing template layout you can do one of these things:


    • Save: your invoice layout will be saved but you stay in the invoice layout editor
    • Save and back: your invoice layout will be saved and you return to the overview of created templates
    • Delete: the template will be deleted
    • Duplicate: a new template is created based on the layout you just set. This is useful when you want two similar templates when only a few differences. That way, you don't have to set the entire template again but you can start from an existing template.
    • Preview: you will see an example of an invoice layout you just drafted. Please note: to see a preview you first need to save your template and you will need to have created an invoices (This is because the preview will be filled with information from this invoice. You need to create, but not yet send the invoice.)
    Settings Corporate Style Layout Example En

    Don't forget to fill in the name of your template after you set it and to indicate if this template should become the default template. This means it will load as default when you create an invoice. You can still select a different template from the drop down menu at the top.