Once you  have created a new standard document template, you can create a new document. Follow the next steps:

1. Click on ‘Others’, where you select ‘Template documents’ submenu

You can see in the image below the template for creating the template document:

1. Click on Template documents, then ‘+Create Template’ button

– select standard document

– choose the client for which you will create your new document

– give a new document number to your internal management

– select the date

In the new document which online-billing-service.com will create here, all the demarcators entered by you in the template document (###CLIENT_NAME###, ###CLIENT_FULL_ADDRESS### and so on) will be replaced with specific customer data (retrieved from the data that you have entered about that customer on online-billing-service.com). After  ‘Number/Document name’ and ‘Date’ these will replace the markers ###DOCUMENT_NUMBER### and ###DOCUMENT_DATE### from the contract.

– click on ‘Create template document’ button

-you can then view the standard document following Step 1 above, where you can export the document in ZIP format, edit or delete it. To download it, click on the document number where a new page opens. From this page you also have the opportunity to send it by e-mail, as in the picture below.