---
title: Setup template invoicing
description: "#### CONSIDERATIONS FOR TEMPLATE INVOICING - Projects that are invoiced using templated invoices **require only the AP Config** field to be populated on the project. #### SCHEDULE THE TEMPLATE BILLING JOB 1. From the Setup menu navigate to **Custom Code >…"
url: "https://arrowpsa.com/docs/setup-template-billing/"
updated: "2024-09-25"
category: "Configuring Arrow PSA / Configure Invoicing & Billing"
---

# Setup template invoicing

#### CONSIDERATIONS FOR TEMPLATE INVOICING

- Projects that are invoiced using templated invoices **require only the AP Config** field to be populated on the project.

#### SCHEDULE THE TEMPLATE BILLING JOB

1. From the Setup menu navigate to **Custom Code > Apex Classes**.
2. Click the **Schedule Apex** button.

   ![](https://arrowpsa.com/wp-content/uploads/2020/10/image-42.png)
3. Create a batch job that will run the Template Invoicing.
   - Enter “Template Invoice Job” as the **Job Name**.
   - Select “ArrowScheduleTemplatedInvoices” as the **Apex Class**.
   - Set the schedule for the frequency of the job to Weekly, recurring every day of the week.
   - Set the **Start Date **and **End Date** as today and a date far into the future, relatively.
   - Set a **Start Time** for when the job should run to produce templated invoices for the organization.

     ![](https://arrowpsa.com/wp-content/uploads/2020/10/image-60.png)
4. Click **Save**.

---

**See Also**
[Setup time and material invoicing](https://arrowpsa.com/docs/setup-time-and-materials-billing/)
[Setup retainer invoicing](https://arrowpsa.com/docs/setup-retainer-billing/)
[Setup billing event invoicing](https://arrowpsa.com/docs/setup-billing-events/)
[Setup manual invoicing](https://arrowpsa.com/docs/setup-manual-billing/)

**Supporting Salesforce Docs**
[Schedule apex jobs](https://help.salesforce.com/articleView?id=code_schedule_batch_apex.htm&type=5)