Overview
A bill template is a ready-made set of bill items, such as an hourly move bill or a flat-rate bill, from your billing library. You add a bill template to a project to build its bill, and you can add it to the whole project or to a specific job.
In this article, you'll learn how to:
- Add a bill template to a project or job
- Choose between project level and job level
- Switch a project to a different bill template
Add a Bill Template
- Open the project and go to the Billing section.
- Open the billing actions menu and select Select bill template (or Add bill, then choose a template).
- Under Job, choose the project or the job the bill is for.
- Under Bill Template, choose the template.
- Click Add. The bill appears in the Billing section.
Project Level or Job Level?
| Add it to | Use it for |
|---|---|
| A job | Hourly bills and anything that depends on that job's crew, trucks, hours, hour minimum, or drive time. Each job gets its own bill. |
| The project | Charges that apply once to the whole project, such as a flat packing fee or materials, that don't depend on one job's hours. |
Note: An hourly bill template added at the project level won't show the job's editable values, such as the hour minimum, so its items may show TBD or the wrong total. Add hourly templates to the job.
Switch to a Different Bill Template
- In the Billing section, remove the bill you no longer want.
- Add the new template to the right job or the project (see above).
- Open Edit billing values and check the job's values, such as the hour minimum and number of movers.
If the template you need isn't in the list, the project may be using a different billing library. See Why a Bill Shows the Wrong Rate, Amount, or TBD.
⚠️ Important Notes
- Bill templates come from the billing library the project uses. A project only shows templates from its own library.
- Locked or exported invoices may not pick up bill changes. Check the invoice status before you change the bill.
FAQ
Can a project have more than one bill?
Yes. For example, each job can have its own hourly bill, and the project can have a bill for one-time charges.
Who creates new bill templates?
Bill templates live in your billing library. See Billing Libraries, or reply to your support conversation for help setting one up.
Need Help?
Reply to your support conversation, or email help@supermove.com.
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