Create a Bill Template (Browser)

Updated Feb 23rd, 2023

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.