> For the complete documentation index, see [llms.txt](https://docs.agilecase.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.agilecase.com/administrator-documentation/templates/using-the-agilecase-invoice-template.md).

# Using the AgileCase Invoice Template

<figure><img src="/files/2O5N8tZ4zoI8LvNfiOgc" alt="" width="177"><figcaption></figcaption></figure>

AgileCase comes with its own invoice template. Whilst document and email templates are provided as examples, the AgileCase invoice template is designed to be used and edited if necessary by users.

To access the invoice template, click the "Invoice" button on the settings menu under "Templates".

## Download the template

<figure><img src="/files/jhEj8AOtGyWzq9g6Bfvd" alt=""><figcaption></figcaption></figure>

The invoice template is a complex arrangement of mergefields. For ease of use, we recommend that you download our invoice template by clicking on the template name and perform any edits that you feel are necessary, rather than building a very similar template from the ground up.

## Open the template

<figure><img src="/files/Dwbyo0aGoDTk6eU8tyGu" alt="" width="212"><figcaption></figcaption></figure>

Once you have downloaded the invoice template, open it and enable editing if so required.

## The AgileCase invoice template

<figure><img src="/files/ZoE3IO9gDhZq9Lkl18Vp" alt=""><figcaption></figcaption></figure>

The mergefields used in the AgileCase invoice are all universal, so should work for any case type. However, if you need to add additional mergefields of your own or make cosmetic alterations to the text, you can do so with editing enabled.

<figure><img src="/files/EOpuBbJE2W3hluoPW59Z" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
The mergefields in the table should not be altered, as they are optimised for generating invoices using the data on AgileCase and will adapt to any changes made to billing rates and whether a fee is hourly or fixed.
{% endhint %}

## An invoice generated from the template

<figure><img src="/files/i3DFJzffr8g9Xt9lnQTr" alt=""><figcaption></figcaption></figure>

You can use the invoice template to generate an invoice in the "Bills" tab on the toolbar. Study [this](/user-documentation/accounts-and-bills.md) chapter to find out more.

When generated, it will pull data from across the system including your billing rates, fixed fees and tax settings to form an accurate invoice for whatever case it is used in.


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