Reports and Print Layouts
Reports and print layouts are templates that tell Billings what to get from its database and how to show that information. A report searches the whole database for information that matches certain criteria, while a print layout—such as invoice—starts with a selection of items, such as a group of slips.
In Billings, reports generally collect a great deal of information, and produce a useful summary. For instance, a report that Billings comes with finds out which clients have invoices with outstanding balances, and lists the information on a page that can be printed or saved.
Print layouts, on the other hand, which include estimates and invoices, take a selection of items—usually slips—and format them for output. In Billings, this might mean taking a group of slips you have selected, and generating an invoice in the right style so that you can send it to your client.
You can customize the reports and print layout templates that Billings includes to change their appearance or content, and create them from scratch. However, doing so is a technically complex process that requires some familiarity with software development. You can find out more about building templates for Billings by visiting the Billings support website.