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Create and amend bill templates

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Written by Huzayfah Patel

Request Changes to Your Bill Templates

  1. Review the changes you need and decide whether they are:

    • A small amendment to an existing bill template (for example, minor wording or formatting changes), or

    • A large change or a new template (for example, new layout, multiple structural changes).

  2. Raise a question and ask to "Speak to a human" to be put through directly to our support team.

  3. Clearly describe the changes required and attach:

    • A copy of your current bill template, and

    • A marked-up or sample version showing the desired changes, if available.

The team will review your request and confirm:

  • Whether the work is covered as a free small amendment, or

  • Whether it is chargeable and needs to be booked in as a larger piece of work.


Charging and Booking

  • Small amendments – Typically free of charge, subject to review.

  • Large changes or new templates – May be chargeable and require:

    • A booking with a consultant or specialist, and

    • Agreement on scope and costs before work starts.

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