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. |
Setting up your Invoice Template
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