Who is this guide for?
Accounts Users and Accounts Supervisors
Before producing bills in Osprey you will need to create a bill template. This guide will take you through how to do this in the Case Management App
Creating a Bill Template
In the Osprey Approach App, Navigate to the Supervisor tab (If you do not see this then you do not have supervisor access and will need speak to a supervisor level user in order to change this) and select Bill Template.
Select the Design Bill option to create or change any content on your bill template.
Step 1
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 2
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.