Payment Template

Overview

Surf Accounts provides dynamic interface to help you design Payment templates for your business to be used for generating printed Payment outputs or in PDF format. Once designed, you are ready to email these PDF as attachments to the respective customers.

 

How to access Setup of Payment Template

From the template section of Surf Accounts you can generate a Payment template. To access the Payment template select Settings» Invoicing / Print Template » Payment Template.

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By selecting the Payment Template the following screen will appear. 

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Browser View of Payment Template.

 

Detail Illustration of Payment Template

The “Payment Template” has two sections. They are

The Toolbar

The Design area.

 

Toolbar

Payment template toolbar contains Edit, Preview and Save as PDF option.

Select Edit option, to design the Payment template according to your needs. For example, Edit will allow you to use your choice of font style and size. You can select paper size and set margins to it. You can select the fields that will appear with in the Payment Template. For detail, click here.

To Preview and Download the template as PDF select Preview and Download as PDF. By selecting the Save as PDF two options will appear. If you wish to view the template in the browser or you can save in your local computer as PDF file. The following screen will appear.

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Toolbar View of the Payment Template Setup.

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Download the Payment template as PDF file to your local machine or you can open in a new browser. 

General Setting: General Settings of the Payment Template will provide the generic information about the templates. For e.g. Document Title, Paper Size, Measurement Selection, Top margin, Bottom Margin, Left Margin and the Right Margin. 

Font Settings:  Font Settings of the Template will provide the generic information about the type and size of the fonts of the Credit Note templates. For e.g. Header Font; Header Font Size; Body Font; Body Font Size; Terms Font; Terms Font Size; Footer Font and Footer Font Size. 

Show Columns: Show columns will show the details of the columns in the Payment template. For e.g. Business Details; Delivery Address; Due Date; Credit Terms; Payment Terms etc. 

Logo Upload: In the template you can upload the logo from the local computer. The maximum size of the logo is 450 pixel * 160 pixel. To upload the logo, select the choose file option and click on “upload” to upload the logo.  

Design your Payment Template

Surf Accounts allows you to design your Payment template with business logo, font styles, header, footers, and selective values of transaction according to your business requirements. To edit the payment template through Surf Accounts select the “Edit” option from the browse; the following options will appear. 

Document Title:  The document title displays “Payment” as the default prefix to be used for generating receipts.  For e.g.: To Change the prefix ‘Payment’ with your desired name, type the name here. For example, Recpt 1234 will have a template Document Title ‘Recpt’.

Paper Size: By default the paper size will be A4. If you wish to change it from A4 to “letter” use the drop down.

Measurement Style: Default Top margin is set to 1.50 cm. However, you want reduce or increase it you can change it from the Top Margin of the Template to accommodate more/less fields.

Top Margin: Default Top margin is set to 1.50 cm. However, you want reduce or increase it you can change it from the Top Margin of the Template to accommodate more/less fields.

Bottom Margin: Default Bottom margin is set to 1.50 cm. However, you want reduce or increase it you can change it from the Bottom Margin of the Template to accommodate more/less fields.

Left Margin: Default Left margin is set to 1.20 cm. However, you want reduce or increase it you can change it from the Left Margin of the Template to accommodate more/less fields.

Right Margin: Default Right margin is set to 1.20 cm. However, you want reduce or increase it you can change it from the Right Margin of the Template to accommodate more/less fields.

Header Font: Header contains the Business address, Delivery Address, Customer Address and other fixed information. Default font is set to “Arial”. You can change the font from the drop down.

Header Font Size: Type the Header font size here. Default font size is 18px.

Body Font: Type the font style to print the body of the Receipt. The Payment Template body prints the columns selected from the section ‘Show Columns’. Default is set to Arial. If you wish to change the font select the drop down menu.

Body Font Size: Type the font size of the body. Default is set to 14 pixels.

Terms Font: You may select a different font to print the Terms and Conditions of your business in the payment template. Default font is “Arial”. 

Terms Font Size: You may select a different font size to print the Terms and Conditions of your business in the Payment Template. Default font size is 12px.

Footer Font: The Payment Template footer (Receipts) displays ‘optional footer’ if any, designed for the template. To add an optional footer, type a suitable text in Edit »Optional Footer. Select from the drop down the font style of the footer of the template. Default font is set to “Calibri”.

Footer Font Size: Select from the drop down the font size of the footer of the template. Default font is set to “Calibri”.

Show Notes: Select the check box, to print “Show Notes”.

Show Customer VAT No: Select the check box, to print VAT number in the Receipt. 

Show Allocations: Select the check box if payment is allocated against any transaction.

Show Optional Footer: Type footer information here. You can provide Business tagline line or business name and address as Receipt footer. The alignment of the footer is centered. However you can select footer font style and size by editing the template.

Show Optional Terms & Condition: Surf Accounts provides standard note as Optional Terms & Condition to be used within Payment Template. To print the same, select the check box. You can customise the terms and conditions as per business requirement.

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Browser view of editing a payment template. 

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Print Preview of a Payment Template.

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