Difference between revisions of "Admin/My Invoice Template/Invoice Designs"

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{{DISPLAYTITLE:Invoice Designs}}
 
{{DISPLAYTITLE:Invoice Designs}}
= Overview =
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Invoice designs are collections of settings and styling that can be shared across multiple invoice layouts. For more infomation about invoice designs, [[Admin/My Invoice Template|see the My Invoice Template page]].
 
  
This article covers the set up and configuration of an invoice design.  
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
  
== The Invoice Design List ==
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We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
  
The Invoice designs page is a sub tab of the My Invoice Template section in Emersion.
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[https://resources.emersion.com/display/EKB/Invoice+Designs Take me to the Emersion Knowledge Base article]
  
'''Nav:  Admin > My Invoice Template > Invoice Designs'''
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[[file: Invoice_designs_list_screen.png|1200px|The Invoice Designs List]]
 
 
 
The invoice designs list page contains a list of all invoice layout types that:
 
 
 
* are available to use globally
 
* Emersion has built specifically for you.
 
 
 
Invoice designs can only be edited if you are the owner of the invoice design.
 
 
 
=== Create a new Invoice Design ===
 
From the invoice design list page, click the '''Add New Invoice Designs''' button.
 
 
 
On the Add Invoice Design page:
 
 
 
# Give the design a '''name'''
 
# Enter a description of the design
 
# Select from the list of invoice layouts from the drop down list and press '''Create''' when you are finished.
 
 
 
== The Invoice Design Settings ==
 
From the invoice design list page, click on the ID of any invoice design to see the settings and configuration options that are available.
 
 
 
The view of the following page will vary and is based on the ''invoice design type'' created by Emersion. Here are two examples:
 
 
 
'''InvoiceLayout1''' has no customisation options available. In this case, the Emersion standard invoice template will be used to determine all elements and styling, except that which can be changed in the [[Admin/My Invoice Template/Invoice Layout|invoice layout]] section.
 
 
 
 
 
[[file: Invoice_designs_layout1_detail.png|1200px|Invoice design with no customisation available]]
 
 
 
 
 
'''InvoiceLayout2''' with customisation settings
 
 
 
 
 
[[file: Invoice_designs_layout2_detail.png|1200px|Invoice design with customisation settings]]
 
 
 
== Edit an Invoice Design ==
 
From the Invoice Designs List screen:
 
 
 
# Press the '''Edit''' button to put the screen in ''edit'' mode.
 
# Edit the various settings as needed.
 
# When you are done, press '''Save'''.
 
# To cancel the change before saving, and be taken back to the invoice designs list, click '''Cancel'''.
 
 
 
= See Also =
 
* [[Admin/My Invoice Template|My Invoice Template]]
 
* [[Admin/My Invoice Template/Invoice Layout|Invoice Layouts]]
 

Latest revision as of 12:23, 8 November 2017

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