|
|
| (32 intermediate revisions by 3 users not shown) |
| Line 1: |
Line 1: |
| − | = Overview = | + | {{DISPLAYTITLE:Invoice Layouts}} |
| − | Invoice layouts give service providers the ability to customise the following aspects of invoice template:
| + | =This Content Has Moved House= |
| | | | |
| − | * Which design the layout will use
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
| − | * 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 [[Admin/My Invoice Template|My Invoice Template article]].
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home. |
| | | | |
| − | == Setting the Default Invoice Layout ==
| + | [https://resources.emersion.com/display/EKB/Invoice+Layouts Take me to the Emersion Knowledge Base article] |
| − | 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 [[Account_Management/Customer_Screen/Details|'''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
| + | [[file:new_home_sm.jpg|900px]] |
| − | | |
| − | '''Nav: Admin > My Invoice Template > Invoice Layouts'''
| |
| − | | |
| − | # The ''Invoice Layout Info List'' screen will be displayed.
| |
| − | # 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:
| |
| − | # Click the '''Create New '''button. The ''New Invoice Layout'' page will appear.
| |
| − | # Give the new invoice layout a '''name''' and '''description'''.
| |
| − | # 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 ==
| |
| − | [[File:InvoiceLayout1.jpg|500px|thumb|The ''Invoice Layout Cover page'' list page]] [[File:InvoiceLayout2.jpg|500px|thumb|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.
| |
| − | | |
| − | [[file: Invoice-layout-edit.png|900px|A new Invoice Layout in edit mode displaying logo images that are used in other layouts]]
| |
| − | | |
| − | Customise the logos and colours as follows:
| |
| − | | |
| − | === Logos ===
| |
| − | | |
| − | ;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
| |
| − | | |
| − | Click the '''Create''' link under the ''Actions'' column to enter an address. If an address is already being stored in the system, the link under the actions column will be an '''Edit''' link.
| |
| − | | |
| − | == Organisation Details ==
| |
| − | The service provider should complete as much detail as possible in the Organisation section.
| |
| − | | |
| − | ; Cheque Payable To Name
| |
| − | If one of the service providers options is to allow a payment by cheque, enter the cheque payable name. If this is left empty, no ''mailing of payment'' information will be displayed on the invoice.
| |
| − | | |
| − | ; Organisation Department
| |
| − | Select the department responsible for accounts receivable from the '''' drop list. This contains the organisational units that are set up.
| |
| − | | |
| − | ;Return Address Department
| |
| − | Select the department responsible for correspondence from the drop down list that is to be displayed on the invoice.
| |
| − | | |
| − | ;Org Registration Number
| |
| − | Select your company ABN/ACN from the drop list. This list will contain the company registration numbers entered against your service provider account.
| |
| − | | |
| − | ;Org Phone Number
| |
| − | Enter your company’s main contact phone number that is to be displayed on the invoice.
| |
| − | | |
| − | ;Org Payment Phone Number
| |
| − | # Enter your company’s accounts receivable phone number that is to be displayed on the invoice.
| |
| − | | |
| − | ;Return Phone Number
| |
| − | Enter your company’s return phone number that is to be displayed on the invoice.
| |
| − | | |
| − | ;Org Fax Number
| |
| − | Enter your company’s fax number in the '''' field that is to be displayed on the invoice.
| |
| − | | |
| − | ;Return Email
| |
| − | Enter your company’s primary email address that is to be displayed on the invoice.
| |
| − | | |
| − | ;Return Fax Number
| |
| − | Enter your company’s return fax number that is to be displayed on the invoice.
| |
| − | | |
| − | ;Org Payment Website URL
| |
| − | Enter your company’s payment web site that is to be displayed on the invoice.
| |
| − | | |
| − | When you have entered in all the information, click the '''Save Organisational Details''' button to save the changes.
| |
| − | | |
| − | == 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)
| |
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 out new home.
