[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-286325-105":3,"detail-sidebar-cat-1-en-105":80,"doc-detail-286325-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":73,"head_meta":75,"extra_data":77,"updated_unix":79},105,"en","osprey-approach-create-a-bill-template","Osprey Approach - Create a Bill Template","","This comprehensive guide details the essential procedures for creating and customizing billing and invoice templates within the Osprey Approach platform. Aimed at firms utilizing the system for legal or professional time billing, the document outlines the navigation path through the Supervisor menu to the Financial setup section. Users are instructed on utilizing the Design Bill functionality, integrating data through merge fields, and employing the preview feature to verify invoice layouts using dummy data for quality assurance. The guide ensures that users can effectively manage their financial documentation, allowing for tailored invoicing that reflects specific firm requirements. It emphasizes a structured workflow, from initial setup and template design in Microsoft Word to final confirmation and saving of changes, providing a professional approach to billing management in a cloud-based operational 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display the bill layout using dummy data to confirm it meets your requirements.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},286325,1790621420,{"code":4,"msg":81,"data":82},"success",[83,88,93,97,102,107,112,117,122],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},11,"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":95,"slug":96},14,70,"invoices",{"id":98,"doc_module":22,"doc_module_name":25,"category_name":99,"show_sort_weight":100,"slug":101},15,"Posters",60,"posters",{"id":103,"doc_module":22,"doc_module_name":25,"category_name":104,"show_sort_weight":105,"slug":106},16,"Social 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\n[Click here for a printer-friendly version](Click here for a printer-friendly version)  \nThis guide will take you though ensuring that a billing/invoice template has been created and is available on Osprey for your firm to use  \nIn Osprey, Navigate to Supervisor > Financial setup > Time billing > Create Bill Template as below.  \nSelect the Design Bill option to create or change any content on your bill template.  \nWhen the Word document opens, you can add any information you need. A standard set of merge fields are available to allow you to include data from Osprey.  \nWhen you are happy with your bill template, click the X in the top corner. A pop-up box will appear and you will be prompted to save your changes.  \nUse the Preview option to display how your bill will look when run. Please note that the preview uses dummy data to populate your bill.","cbCaickHb5fcfgDo","https://ap.wps.com/l/cbCaickHb5fcfgDo","pdf",251499,"English","# Creating a Bill Template\n## Navigating to Setup\n## Designing and Customizing Bills\n## Previewing and Saving Changes","[{\"question\":\"Where do I navigate to in Osprey to start creating a bill template?\",\"answer\":\"In Osprey, navigate to Supervisor \\u003e Financial setup \\u003e Time billing \\u003e Create Bill Template.\"},{\"question\":\"How can I add firm-specific information to my bill template?\",\"answer\":\"You can select the 'Design Bill' option, which opens a Word document where you can add information and include data from Osprey using available merge fields.\"},{\"question\":\"How can I verify how my bill will look before finalizing it?\",\"answer\":\"Use the 'Preview' option, which allows you to display the bill layout using dummy data to confirm it meets your requirements.\"}]","Osprey Approach - Create a Bill Template | PDF",1789631018]