OneBill: Edit Invoice and Quote Template
Written by Marissa Orsini
Updated at May 4th, 2023
Table of Contents
Scope
The following steps will show you how to update your invoice and quote templates in OneBill.
Items Needed
- Access to OneBill
- .xsl file editing software
Invoice
- Log in to OneBill
- Go to Config > Settings
- Go to Invoices
- Click Download XSL File
- Open the downloaded file in the editing software of your choice.
- Edit any text you would like to change on the invoice.
- Once complete, save the new .xsl file with a new name.
- Select Choose File
- Select the update template file.
- Click Validate Template
- If there is any errors, it will notify you. Otherwise, you will get a green success notification.
- Scroll to the bottom and Click Save
Quote
- Go to Config > Settings
- Click on Quotes/Orders
- Click the Gear on your Quote Template
- Click Download
- Open the downloaded file in the editing software of your choice.
- Edit any text you would like to change on the quote.
- Once complete, save the new .xsl file with a new name.
- Click the Gear on your Quote Template
- Click Update
- Choose the .xsl file of modified quote
- Click Validate Template
- If there is any errors, it will notify you. Otherwise, you will get a green success notification.
- Click Submit
