This article describes:
- Invoice layout setup including references to company logo, watermark and e-mail setup, as well as invoice layout coordinates.
- E-mail setup for sending various documents.
- Selecting Layout groups for Customers.
- How to view your Invoice layout.
For ease of reading, this article refers to all layouts as ‘invoices’ unless specifically identified. However, the following document layouts can also be set up under Customer/Maintenance/Invoice layout:
- Credit note
- Delivery note
- Order confirmation
- Purchase order
- Purchase invoice
Invoice layout setup
Use the navigation panel to go to Customer/Maintenance/Invoice Layout.
Click on the ‘Add’ button in the toolbar/ribbon to add a new layout, as shown in the screenshot below. Click ‘Edit’ to edit an existing invoice layout.
For an invoice layout similar to the example below, enter the same values in the invoice layout fields shown in the following screenshots.
Company logo setup
The company logo can be set up under Company/Company information/Company images.
(Click on the screenshot to enlarge).
There are three logo types to select from here:
- Company logo
Once these have been added, a logo can be added to an invoice layout.
Read about setting up a watermark here.
Invoice layout coordinates
Invoice layouts are built on a system of coordinates (rows and columns).
The A4 sized page below shows the top left corner as coordinate (1, 1) and the bottom right corner as (150, 130).
130 is the end of the page, but we do not recommend using coordinates past 100/110, since any text outside of that area is unlikely to print.
Personalised e-mails are set up under Customer/Maintenance/E-mail setup.
Read more about e-mail setup here.
Layout groups are used to specify which customers receive which of the various layout designs and information on their invoices.
Layout groups are selected for each customer under Customer/Customer and by using the ‘Edit’ button in the toolbar/ribbon. See screenshot below.
(Click on screenshot to enlarge).
Layout groups are set up under Customer/Maintenance/Layout groups.
Read about layout group setup here.
Layout groups allow the user to select from e-mail messages that are set up, as shown in the screenshot below.
E-mail messages are set up under Customer/Maintenance/E-mail setup, as described above.
Read more about E-mail setup here.
View your invoice layout
To view your invoice layout go to Customer/Quick invoice.
- Select an account;
- Select the layout group you would like to test;
- Add an item, including price and quantity;
- Click on ‘Create invoice’ in the toolbar/ribbon as shown in the screenshot below.
- REMEMBER to select ‘Simulation’ before clicking on ‘Generate’ to view your invoice layout.