BillingTemplates and drafting

Your invoices in Alex, and customisable templates

Your organisation's invoices are now available in Alex, with the new Billing role (formerly Accountant). Every part of a draft can also be edited in custom templates.

See all of your organisation's invoices right in Alex. The new Billing role (formerly Accountant) opens the billing page, which only owners, admins and users with this role can see.

Read the workspace management guide

The Accountant role and its billing permissions
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Templates you can customise end to end

Tailor your drafts down to the last detail. In custom template settings, you can edit every part of a draft: document, clause and snippet. A coloured badge tells each kind of element apart.

Read the document drafting guide

Picking a template to derive, with a colour badge per type: document, clause or snippet.