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| − | ==Invoice Templates==
| + | {{DISPLAYTITLE:My Invoice Template}} |
| | + | =This Content Has Moved House= |
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| − | The Invoice template defines the layout of your invoices. You can set up multiple invoice templates to enable you to use different invoice layouts for different customers e.g. if you have multiple trading names, or wish to use different invoice layout for your residential as opposed to your business customers etc.
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
| − | The following items are able to be configured using the Invoice Template:
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| − | * Unique logo;
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| − | * Colour scheme;
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| − | * Physical, postal and payment addresses;
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| − | * Organisation details, such as ABN;
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| − | * Contact numbers and email addresses, etc; and
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| − | * Bank and/or BPAY account details.
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| − | These details will appear on your invoice.
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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. |
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| − | ===To Display Invoice Templates===
| + | [https://resources.emersion.com/display/EKB/Invoice+Templates Take me to the Emersion Knowledge Base article] |
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| − | # Select '''Admin''' > '''My Invoice''' '''Template '''from the '''Menu.''' The ''Invoice Layouts ''page will appear showing a list of existing invoice templates.
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| − | # Locate the desired invoice'' ''template, and select the template via the link through the ''Name'' column. The ''Invoice Layout'' ''Summary'' page will be displayed. This page has six tabs associated with it. Each of the tabs relates to fields of the overarching template which are customisable with your company information.
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| − | # Click the required tab to display the details.
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| − | # To return to the ''Invoice Templates'' list, click the '''My Invoice Template''' from the menu bar.
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| − | ===To Set Your Default Invoice Templates===
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| − | The default invoice template is assigned to all customers initially when the customer account is created. You can then select another invoice template for each customer as required (see below).
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| − | # Select '''Admin''' > '''My Invoice''' '''Template '''from the '''Menu.''' The ''Invoice Layouts ''page will appear showing a list of existing invoice templates.
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| − | # Click the radio button beside the required invoice template in the ''Default'' column of the invoice template list. An information box will appear advising that the default invoice template has been successfully saved.
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| − | ===To Create an Invoice Template===
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| − | [[File:InvoiceLayout1.jpg|500px|thumb|The ''Invoice Layout Cover page'' list page]] [[File:InvoiceLayout2.jpg|500px|thumb|The ''Invoice Layout secondpage'' list page]] | |
| − | # Select '''Admin''' > '''My Invoice''' '''Template '''from the '''Menu.''' The ''Invoice Layouts ''page will appear.
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| − | # Click the '''Create New '''button. The ''New Invoice Layout'' page will appear.
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| − | ====Layout Name====
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| − | # Enter the template name in the ''Layout Name'' field.
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| − | # Enter a description for the invoice template in the ''Layout Description'' field.
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| − | # Click the '''Save Layout''' button.
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| − | # The ''Invoice Layouts ''page will reappear showing the new layout name created with an information box showing the invoice layout has been saved.
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| − | # Click the new invoice template name in the ''Name'' column. The ''Invoice Layout'' page will be displayed, showing the ''Summary'' page.
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| − | ====Logos & Colours====
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| − | # Click the '''Logos & Colour''' tab. The ''Logos and Colour information'' page will be displayed.
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| − | # Click the '''Edit''' button. The page will update to show the fields enabled for editing.
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| − | # Select the ''Header Logo'' file (e.g. .jpg, .png etc). Click the '''Browse''' button beside the field. The ''File Upload'' window will appear. Navigate to and select the required logo graphic file, and then click '''Open'''. The file name will appear in the field.
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| − | # Enter the ''Header Logo Width'' (in millimetres). The maximum width is 80 mm.
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| − | # Enter the ''Header Logo Height'' (in millimetres). The maximum height is 30 mm.
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| − | # Select the ''Payslip Logo'' file that appears near the bottom of the invoice along with the remittance advice. Click the '''Browse''' button beside the field. The ''File Upload'' window will appear. Navigate to and select the required logo graphic file, and then click '''Open'''. The file name will appear in the field.
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| − | # Enter the ''Payslip Logo Width'' (in millimetres). The maximum width is 60 mm.
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| − | # Enter the ''Payslip Logo Height'' (in millimetres). The maximum height is 15 mm.
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| − | # Enter the ''Graph Light Colour'' (see diagram above). <br/> Note: The colours for the usage graph bars and invoice background must be entered using the standard colour name or hex colour code (refer to [http://www.w3.org/TR/css3-color/ http://www.w3.org/TR/css3-color/#svg-color]).
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| − | # Enter the ''Graph Normal Colour''.
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| − | # Enter the ''Graph Dark Colour''.
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| − | # Enter the ''Invoice BG Colour'' for the invoice background.
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| − | # 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.
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| − | ====Addresses====
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| − | # Click the '''Addresses '''tab. The ''address information'' page will be displayed, which will be empty initially as no addresses have been set up.
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| − | # Click the '''Edit Address''' button below ''Physical Address''. The page will update to show the address fields enabled for editing.
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| − | # Select an address type from the ''Choose Address Type'' drop list. By default, the “Standard Address (inc LOT)” is displayed. The page will update to show the fields relevant to the address type you choose. Available address types include:
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| − | #:* Standard Address (inc LOT) a regular street address with street number range, lot number, street name, type and street suffix, suburb, postcode, state and country.
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| − | #:* Unit / Complex / Campus a complex street address with building name, site details, unit type and number, level type and number street number range, lot number, street name, type and street suffix, suburb, postcode, state and country.
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| − | #:* Postal Address (PO Box) a postal address with postal delivery type, box number, suburb, postcode, state and country.
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| − | #:* Unstructured Address a simpler address with address line 1, address line 2, suburb, postcode, state and country.
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| − | # Enter your address details in the appropriate address fields displayed according to the address type you have selected.
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| − | # Click the '''Save Address''' button to save the physical address information.
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| − | # Click the '''Edit Address''' button below ''Return Address''. The page will update to show additional address fields enabled for editing.
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| − | # Repeat steps 23 to 25 to enter your return address details.
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| − | # Click the '''Edit Address''' button below ''Payto Address''. The page will update to show additional address fields enabled for editing.
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| − | # Repeat steps 23 to 25 to enter your pay to or remittance address details.
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| − | ====Organisational Details====
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| − | # Click the '''Organisational Details '''tab. The ''Organisational Details ''page will be displayed, which will be empty initially as no details have been set up.
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| − | # Click the '''Edit '''button. The page will update to show the fields enabled for editing.
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| − | # Enter your company’s account name for cheque payments in the ''Cheque Payable To Name'' field.
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| − | # Select the department responsible for accounts receivable from the ''Organisation Department'' drop list. This should contain all of the organisational units set up in the ''Org Units & Roles'' function.
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| − | # Select the department responsible for correspondence from the ''Return Address Department'' drop list.
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| − | # Select your company number (i.e. ABN / ACN) from the ''Org Registration Number'' drop list. This will contain all registration numbers entered by the Emersion support team when you were set up to use Emersion.
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| − | # Enter your company’s main contact phone number in the ''Org Phone Number'' field.
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| − | # Enter your company’s accounts receivable phone number in the ''Org Payment Phone Number'' field.
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| − | # Enter your company’s return phone number in the ''Return Phone Number'' field.
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| − | # Enter your company’s fax number in the ''Org Fax Number'' field.
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| − | # Enter your company’s main email address in the ''Return Email'' field.
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| − | # Enter your company’s return fax number in the ''Return Fax Number'' field.
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| − | # Enter your company’s payment web site (if used) in the ''Org Payment Website URL'' field.
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| − | # Click the '''Save Organisational Details''' button to save the organisational information.
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| − | ====Bank and BPay Account Details====
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| − | # Click the '''Bank & Bpay Account Details '''tab. The ''Bank Account Details ''page will be displayed, which will be empty initially as no details have been set up.
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| − | # Click the '''Edit '''button below the ''Bank Account Details''. The page will update to show the fields enabled for editing.
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| − | # Select your bank from the ''Bank'' drop list. If your bank does not appear in the list, please contact Emersion support.
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| − | # Enter your bank account’s BSB number in the ''BSB'' field.
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| − | # Enter your account number in the ''Account Number'' field.
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| − | # Enter your bank’s branch name in the ''Branch'' field.
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| − | # Enter your bank account name number in the ''Account Name'' field.
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| − | # Enter a reference number that your customers should enter when paying their account through electronic funds or direct bank transfer in the ''Reference'' field.
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| − | # Click the '''Save Bank Account Details''' button to save your bank information.
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| − | # Click the '''Edit '''button below the ''Bpay Account Details''. The page will update to show the fields enabled for editing.
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| − | # Enter your Bpay biller code in the ''Biller Code'' field.
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| − | # Enter a reference number that your customers should enter when paying their account using Bpay in the ''Reference'' field.
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| − | # Click the '''Save BPay Account Details''' button to save your BPAY information.
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| − | # To return to the ''Invoice Templates'' list, click the '''My Invoice Template''' menu.
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| − | ====Custom Message====
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| − | # Click the '''Custom Message''' tab. The ''Custom Message'' page will be displayed, which will be empty initially as no details have been set up.
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| − | # Click '''Edit''' button. The page will update to show the fields enabled for editing.
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| − | # Select the type of the custom message in ''Invoice Footer'' radio list. If you prefer to provide some note to your customer, please choose ''Note Footer''. You should choose ''Image Footer'' in case you want to use an image (e.g. promotion banner).
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| − | # Enter messages in the ''Note Footer'' fields if your ''Invoice Footer'' is of ''Note Footer'' type. Go to item 8.
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| − | # If your ''Invoice Footer'' is set to ''Image Footer'', click '''Choose File''' button beside the ''Browse Image'' field. The ''File Upload'' window will appear. Navigate to and select the required graphic file (.jpg, .png or .gif file type) and click '''Open'''. The file name will appear in the field.
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| − | # Enter the ''Image Footer Width'' (in millimetres). The maximum width is 185 mm.
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| − | # Enter the ''Image Footer Hight'' (in millimetres).
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| − | # Enter more details in ''Other Information'' text area.
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| − | # Click the '''Submit''' button to save the changes.
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| − | ===To Edit an Invoice Template===
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| − | # Select '''Admin''' > '''My Invoice''' '''Template '''from the '''Menu.''' The ''Invoice Layouts list'' page will appear.
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| − | # Locate the required invoice'' ''template, and click the template in the ''Name'' column. The ''Invoice Layout'' ''Summary'' page will be displayed.
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| − | # Click the required tab (i.e. Layout Name, Logos & Colours, Addresses, Organisation Details, and Bank & Bpay Account Details).
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| − | # Enter or modify the invoice template information in the appropriate fields, as required (see above).
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| − | # Click the '''Save''' buttons where appropriate
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| − | # Click the '''My Invoice Template''' menu to return to the ''Invoice Templates'' list.
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| − | ===To See the Changes in an Invoice===
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| − | # Navigate to '''Finance''' > '''Accounts Receivable''' > '''Invoice List''' tab.
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| − | # Choose any ''Pending'' invoice and click '''Manage''' link in ''Action'' table column.
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| − | # Click '''Re-Render''' button on the right on the ''Manage'' Invoice page.
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| − | # Download the re-rendered invoice by clicking the '''Download''' link in ''PDF'' table column.
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| − | # Open the file to see the changes applied.
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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.
