Setting up your Invoice Template

Overview

The system has a pre-defined Invoice Template however you may wish to adjust this before sending out your first invoice. To access the Invoice Template choose Settings » Invoicing / Print Templates » Invoice Template.

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By selecting the 'Sales Invoice Template' the following screen will appear.

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From this screen you can upload your logo, which can be in JPEG, PNG or GIF format and must be not larger than 250 pixels wide and 160 pixels high. To insert an image press the Choose File button and then press the Upload button. The image will be displayed in the panel on the left. To change the other items in the template, simply press the Edit button and the following screen will appear.

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Document Title

This option allows you to change the description of the printed Invoice for example some people may use the wording “Bill” rather than “Invoice”.

Paper Size

Select the appropriate paper size for your stationery, the default is A4.

Measurement Style

Select whether you want the margin measurements to be in Inches or Centimeters.

Top Margin

Enter in the required Top Margin, the default is 1.2 cm.

Bottom Margin

Enter in the required Bottom margin, the default is 1.2 cm.

Left Margin

Enter in the required Left margin, the default is 1.2 cm.

Right Margin

Enter in the required Right margin, the default is 1.2 cm.

Header Font

Select the Font Typeface for the fields in the Header Area the default is Arial.

Header Font Size

Select the Font Typeface for the fields in the Header Area the default is 12 pixels.

Body Font

Select the Font Typeface for the Invoice Lines the default is Arial.

Body Font Size

Select the Font Typeface for the Invoice Lines the default is 12 pixels.

Terms Font

Select the Font Typeface for the Terms and Conditions the default is Arial.

Terms Font Size

Select the Font Typeface for the Terms and Conditions the default is 12 pixels.

Footer Font

Select the Font Typeface for the Footer the default is Arial.

Footer Font Size

Select the Font Typeface for the Footer the default is 12 pixels.

Logo Position

Select whether you want the Logo to be displayed on the Left or the Right of the Header.

Show Business Details

Select whether you want the customers Business Details to be shown, for example if using Pre-printed Stationery, this may not be required.

Show Delivery Address

Select whether you want a separate Delivery Address to be printed, this can be entered in at the time of creating the Invoice.

Show Due Date

Select whether you want the due date of the invoice to appear in the Header, this is generated from the credit terms of the customer and can be overwritten while producing the Invoice.

Show Credit Terms

Select whether you want the Customers Credit Terms on the Header of the invoice to appear. This will be in the format 30 Days, 60 Days etc.

Show Payment Terms

Select whether you want the Payment Terms in the Footer Header of the invoice to appear. The Default Payment Terms can be setup in the Financial Settings and can be overwritten at an Invoice Level.

Show Sales Person

Select whether you want the Sales Person/Account Manager to be printed in the Header of the Invoice. Each Customer has a default Account Manager which can be overwritten at an Invoice Level.

Show P.O Number

Select whether you want the Purchase Order Number to be printed in the Header of the Invoice.

Show Reference Number

Select whether you want the Reference Number to be printed in the Header of the Invoice.

Show Product Code Column

Select whether you want the Product Code to be printed on each of the Invoice Lines.

Show Discount Column

Select whether you want the Discount % to be printed on each of the Invoice Lines.

Show Discounted Column

Select whether you want the Discounted Price to be printed on each of the Invoice Lines.

Show Price Column

Select whether you want the Price to be printed on each of the Invoice Lines.

Show VAT% Column

Select whether you want the VAT %to be printed on each of the Invoice Lines.

Show Remittance

Select whether you want a Remittance to be printed, this will contain the Bank Details entered in Settings » Business Settings » Bank Details.

Show Product Image

This option will allow product images to be shown on the printed invoice; each image is displayed on its own line below the invoice line details.

Show Notes

This option will allow you to show Notes added on the invoice.

Show Optional Footer

Tick this box if you wish to display an additional footer. The text of the footer can be entered below.

Optional Footer Text

Enter in any additional text you want to appear on the footer of the invoice.

Terms and Conditions

Enter in the Terms and Conditions you wish to be printed; these will appear on the bottom of your invoice.

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