Template

EasyBilling provides a Template feature that allows you to store information in a document as a template. This template can be easily recalled when preparing a document. Additionally, it includes an Auto Create function that can be scheduled to automatically generate documents from the template on a weekly or monthly basis.

If you frequently create the same document, such as for monthly or recurring transactions, you can create a template that stores all essential information. This includes the Customer Name, Document details, Item details and pricing information, as well as Photo and PDF attachments.

Using these templates eliminates the need to re-enter information each time you create a document. Furthermore, the Template feature supports the Auto Create function, enabling automatic document generation according to a specified schedule.