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Knowledge Base Templates & Notifications

Customize Invoice Templates

At the end of each billing cycle, you will need to send your agents an invoice showing what they are owed. EasyBiz gives you two templates to work with — an Invoice Cover that shows the total amount due, and an Itemised Breakdown that lists every order line by line. This guide walks you through how to set up both and link them to your agents.

Templates & Notifications Last reviewed 2026-04-28
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Related

  • Customizing Invoice Numbers
  • Introduction to Event Notifications
  • Setting Up Customer Event Notifications
  • Setting Up Marketing Templates
  • Setting Up Utility Templates

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