Billing templates and types

Templates and types make creating a one-off charge quick and consistent: instead of typing the amount and description every time, you pick the item from the list.

• A billing type is a category (for example, Monthly Fee or Annual Fee). It groups and filters the templates.
• A billing template is an item with a price (for example, “Annual Fee 2026”). It is what goes into the Charge Items.

Create the types

1. Open Financial management › Billing types.
2. Click New Type.
3. Fill in Category name (e.g. Monthly Fee).
4. Save.

Use the pencil to Edit Type or the bin to Delete Type. Deleting cannot be undone.

Create the templates

1. Open Financial management › Billing templates.
2. Click New Template.
3. Fill in:
   • Reference: a short code (e.g. PR001), shown before the name when picking.
   • Item Name: e.g. Annual Fee 2026.
   • Amount (R$).
   • Default Description: the text that appears on the boleto or charge.
   • Billing Type (Optional): pick a type or leave No specific type.
4. Keep Active Template on so it appears in new charges.
5. Save.

Each template shows as a card with an Active or Inactive badge. An inactive template disappears from the item picker in New Charge.

Use it in a charge

When creating the charge (see One-off charges), use Filter type… to show only one type’s templates and Add item… to pick the template. The quantity multiplies the template’s amount.