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| | {{DISPLAYTITLE:Invoice Designs}} | | {{DISPLAYTITLE:Invoice Designs}} |
| − | = Overview = | + | =This Content Has Moved House= |
| − | 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]].
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| − | This article covers the set up and configuration of an invoice design. If any invoice design settings need special setup instructions, they will be [[My_Invoice_Template/Invoice_Designs/Invoice_Design_Settings|listed on this page]]. | + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
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| − | == Invoice Design Settings Cache ==
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
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| + | [https://resources.emersion.com/display/EKB/Invoice+Designs Take me to the Emersion Knowledge Base article] |
| − | '''Note:'''
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| − | Like other objects within the Emersion platform, Invoice Design Setting ''values'' will be stored in a cache. <br />
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| − | If you have made changes to an invoice design, you may need to wait <span style="text-decoration: underline;">up to 5 minutes</span> before re-rendering an invoice before those changes will be in effect.
| + | [[file:new_home_sm.jpg|900px]] |
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| − | == The Invoice Design List ==
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| − | The Invoice designs page is a sub tab of the My Invoice Template section in Emersion.
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| − | '''Nav: Admin > My Invoice Template > Invoice Designs'''
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| − | [[file: Invoice_designs_list_screen.png|1200px|The Invoice Designs List]]
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| − | The invoice designs list page contains a list of all invoice layout types that:
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| − | * are available to use globally
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| − | * Emersion has built specifically for you.
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| − | Invoice designs can only be edited if you are the owner of the invoice design.
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| − | === Create a new Invoice Design ===
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| − | From the invoice design list page, click the '''Add New Invoice Designs''' button.
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| − | On the Add Invoice Design page:
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| − | # Give the design a '''name'''
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| − | # Enter a description of the design
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| − | # Select from the list of invoice layouts from the drop down list and press '''Create''' when you are finished.
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| − | == The Invoice Design Settings ==
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| − | From the invoice design list page, click on the ID of any invoice design to see the settings and configuration options that are available.
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| − | The view of the following page will vary and is based on the ''invoice design type'' created by Emersion. Different design settings will be available to different invoice layout types - as set by Emersion.
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| − | A design owned by Emersion and mapped to either the '''Retail - Default''' or '''Retail - Cost Centre''' invoice layout types have been pre-defined by Emersion and as such these designs' settings cannot be edited.
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| − | If you have an Invoice Layout using either of these invoice layout types (''check with Emersion if not sure''), you are able to '''Add New Invoice Design''' and then modify settings as is necessary.
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| − | [[file: Invoice-design-setting-edit-001.png|1200px|Invoice Design Edit View (Owned Design)]] | |
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| − | == Edit an Invoice Design ==
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| − | From the Invoice Designs List screen:
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| − | # Press the '''Edit''' button to put the screen in ''edit'' mode.
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| − | # Edit the various settings as needed.
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| − | # When you are done, press '''Save'''.
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| − | # To cancel the change before saving, and be taken back to the invoice designs list, click '''Cancel'''.
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| − | ===== Modifying Custom Image Dimensions =====
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| − | Sometimes your image may be too large to fit into our pre-defined 'container' box sizes where custom images show up on invoices. <br />
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| − | When modifying the dimensions of an uploaded image, it is sometimes nice to know how to maintain the "aspect ratio" of the image - otherwise the image may look 'warped' or 'skewed' if you get your image dimensions incorrect. <br />
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| − | A formula is provided below to assist you with coming up with correct aspect image sizes:
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| − | ; Aspect ratio formula:
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| − | <big>(original height / original width) x new width = new height</big>
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| − | ; Example:
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| − | <big>(1200 / 1600) x 400 = 300</big> <br />
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| − | Use the above formula for an original image that is 1200H x 1600W and you wish to have the image 400W
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| − | = See Also =
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| − | * [[Admin/My Invoice Template|My Invoice Template]]
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| − | * [[Admin/My Invoice Template/Invoice Layout|Invoice Layouts]]
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| − | * [[My_Invoice_Template/Invoice_Designs/Invoice_Design_Settings|Invoice Design Settings]].
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
