Revision as of 17:23, 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.

Invoice Layout Customisation

The Invoice Layout Cover page list page

The Invoice Layout second page list page