Create a New Billing Item Template

1. Go to Finances > Billing Item Templates.

2. Click the Add button. 

3. Fill out the mandatory fields (Template Title, Who, and Type fields) along with any remaining fields you would like to include in the template.
4. Click the Save button. 

Use a Template When Creating a Billing Item

5. Go to the Finances module.
6. Click the Add button on the All Billing Items page. 

7. Locate and select your template in the Load Template menu field at the top of the page. 
8. Notice that when you select the template, remaining fields will automatically populate.
9. Select a Client.
10. Click the Save button. 

Create a Template from an Existing Billing Item

11. Locate and select the Billing Item from which you wish to create a template on the All Billing Items page.

12. With the billing item open, click the Create Template button.

13. Review and edit the fields as needed, including the Template Title, then click the Save button.