Revision as of 18:07, 26 July 2016

Overview

Invoice layouts give service providers the ability to customise the following aspects of invoice template:

• Which design the layout will use
• Logos and colours
  • Header logo
  • Payslip logo
  • General colour scheme
• Addresses
  • Physical
  • Pay To
  • Return
• Organisation details
• Bank account details
• Cost centre settings
• AusPost BillPay settings
• Call itemisation settings
• Custom message (Image or text)

Ultimately it is the invoice layout that is mapped to the end-user customer to determine what the invoice will look like and what information will be displayed on it. For further information on how these elements interact, go to the My Invoice Template article.

Setting the Default Invoice Layout

The default invoice template layout is set for each customer account that is created. This can be overridden either when the customer is created, or later on under the Customer > Details section. Once an end user has a default invoice template layout set, a PDF invoice can be generated for them.

To set the default invoice layout

Nav: Admin > My Invoice Template > Invoice Layouts

1. The Invoice Layout Info List screen will be displayed.
2. Check the radio button of the layout that is to be the default for all customers.

A confirmation message will appear advising the user that the default invoice template has been set.

Create a New Invoice Layout

To create a new invoice layout:

1. Click the Create New button. The New Invoice Layout page will appear.
2. Give the new invoice layout a name and description.
3. When you are finished, click the Save Layout button.

Once the new layout is saved, the user will be taken to the Logos and Colours sub tab of the new invoice layout.

!! IMPORTANT !! If you have previously customised an invoice layouts with header and payslip logos, they will be available to this new invoice layout. While they are available to choose from, they are not used used in a layout until they are explicitly selected. Deleting an image from an invoice layout will remove it from ALL layouts.

Logos and Colours

The Invoice Layout Cover page list page

The Invoice Layout second page list page

To edit the logos and colours either create a new layout, or Nav: My Invoice Template > Invoice Layout > Logos and Colours

The page will open in view mode. Click the Edit button to put the page into Edit mode.

Customise the logos and colours as follows:

Header Logo

This logo appears in the top left of the invoice. The page will show any logos used in other invoice layouts. If the logo you want to use for this layout is available, click the radio button under the image. If the logo is not available, click the Browse button, find and select your logo. The file name of the image will appear in the field until this page is saved.

Emersion strongly recommends logos are of print quality (no less than 250dpi, preferably 300dpi). Images designed for display on the web and images of a lower resolution will appear pixelated or 'fuzzy' if the invoice is printed.

Header Logo Width (in millimetres)

The maximum width is 80mm.

Header Logo Height (in millimetres)

The maximum height is 30mm.

Payslip Logo

This logo appears near the bottom of the invoice along with the remittance advice. The page will show any logos used in other invoice layouts. If the logo you want to use for this layout is available, click the radio button under the image. If the logo is not available, click the Browse button, find and select your logo. The file name of the image will appear in the field until this page is saved.

Payslip Logo Width (in millimetres)

The maximum width is 60mm.

Payslip Logo Height (in millimetres)

The maximum height is 15mm.

Colour Scheme

Colours can be entered by using the standard colour name or the HEX (hexadecimal) colour code.

There are 4 colours that can be defined. Refer to the diagrams on the right to see which colour fields affect various areas of the standard Emersion invoice template.

• Graph Light Colour
• Enter the Graph Normal Colour.
• Enter the Graph Dark Colour.
• Enter the Invoice BG Colour for the invoice background.

When you have completed your customisation of the logos & colours, click the Save Logos and Colours Info button. The Invoice Layout Summary page will appear with an information box showing the invoice colours and logo have been saved.

Addresses

Up to three addresses can be added to your invoice.

• Physical address
• Pay To address
• Return address

Organisation Details

Bank Account Details

Miscellaneous Settings

On this page users can configure:

• Cost centre settings
• AusPost BillPay settings

Cost centre settings require the service provider to subscribe to the optional Cost Centre module.

AusPost BillPay settings require the service provider to be an Australia Post Billpay "biller". This is defined as an organisation or business, which has agreed with Australia Post to accept payments via Post Billpay so that their customers can pay their bills via the Billpay service.

Call Itemisation Settings

Custom message

(Image or text)