Osprey Academy - Customer Support & Training

Using Osprey

Learn how to use Osprey to manage your day-to-day operations and processes

Create a Bill Template (Browser)

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.

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