Who is this guide for?
Accounts Users and Accounts Supervisors
Before printing a bill, you must ensure that a billing template has been created. This guide will take you though doing this in the Browser version of Osprey.
Step 1
In the Osprey Approach Browser Navigate to Time Recording — Time Billing — Create Bill
Select the Design Bill option to create or change any content on your bill template.
Step 2
When 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.
When you are happy with your template, click the X in the top corner. You can then save your changes.
Step 3
Use the Preview option to display how your bill will look when run. Please note that the preview uses dummy data to populate your bill.