Setting up Template Set

Overview

To view the template layout options, go to Settings Tab» Invoicing/ Print Templates. Select Print Templates (see the highlighted option in the attached image). 

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The Print Template page will appear. The first template set is selected as default and is in use. You can view the three template sets on the page.

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If you opt to use only one template theme for all printed options, select the ‘in use’ check box of one template set only and leave other sets. Surf Accounts allows you to design each template set with similar or separate business logo, font styles, header, footers and selective values of a transaction according to your business requirement. To edit the template through Surf Accounts select the desired template from the browser (in the image below, see the invoice template), the following page will appear.

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Each template layout has the following options in general:

Font Settings area: Font Settings of the Template will provide the generic information about the type and size of the fonts of a template. For e.g. Header Font, Header Font Size, Body Font, Body Font Size, Terms Font, Terms Font Size; Footer Font and Footer Font Size. It also includes the General Setting option of the template. For e.g. Document Title, Paper Size, Measurement Selection, Top Margin, Bottom Margin, Left Margin and the Right Margin.

Header Information Settings area: Select the appropriate check boxes from this area for the information that should appear in the header of your template. The header information settings area is different for different templates. The above picture shows header settings area of Invoice. Below is the screenshot of the Header Info area in Payment. Similar options are available in Receipt also.

** Please Note: For statement template, you can select ‘Other Information’ in Header information area.

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Column Settings Area: Select the appropriate columns that should appear in your template. Select the position and width of each column from the position and width cells adjacent to each column. For example, if you wish Product column to appear as the first column having width 3 cm, followed by price column with a width of 3 cm then setup the column area as below:

 

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For details, see Template column design.

Show Product Code Column: Select the check box to print the product code. Set the column position by using the spin button. Set the width of the column by entering the width in the ‘Width Column’.

Show Description Column: Select the check box to print the product description. Set the column position by using the spin button. Set the width of the column by entering the width in the 'Width Column'. 

Show Discount Column: Select the check box to print discount. If the discount is provided then it will be displayed in the printed quotation. Set the position of the Discount column in the quotation by using the spin button. Set the width of the column by entering the width in the ‘Width’ column.

Show Discounted Column: Select the check box, to print the discounted amount column. Set the position of the discounted amount column in the printed quotation by using the spin button. Set the width of the discounted amount column by entering the width in the ‘Width’ column.

Show Price Column: Select the check box, to print the price of the product. Set the position of the product price column in the printed quotation by using the spin button. Set the width of the price column by entering the width in ‘Width’ column.

Show VAT% Column: VAT percentage depends on the individual quotation depending on the product or location of the business. Select the check box to print VAT percentage. Set the position of the of the VAT percentage in the quotation template by using the spin button. Set the width of the VAT percentage column by entering the width in the ‘Width’ column.

Show Quantity Column: Select the check box, to print the product quantity. Set the position of the product quantity column in the printed quotation by using the spin button. Set the width of the quantity column by entering the width in the ‘Width’ column.

**Please note: The column position and column width of product details are available in all the templates except the receipt and payment template.

Show Zero as Blank: Records having zero values will appear as blank if ‘Show Zero as Blank’ is selected.  This option is deselected by default, so 0 will appear in print out normally as below.

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If you select the check box ‘Show Zero as Blank’, and preview your template, it will appear as below.

 

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**Please Note: ‘Show Zero as Blank’ option is present in all the template layouts. The option is disabled in default settings.

Logo Settings area: In the template, you can upload the logo from your local machine. Adding a logo in template is optional. The maximum size of logo is 450 pixel * 160 pixel. To upload the logo, select the ‘Choose File’ option and then select ‘Upload” to upload the logo within the templates. You can align the logo either to the left or to the right of the template above the header information area. Surf Accounts allows you to upload the same or different logo for the templates in one set. You can have three different template-set with different logo designs.

Footer Settings Area: Select to print the footer information from this area. You can add in addition to footer page number, optional terms and conditions and optional footer. 

 

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