Advanced Invoice Templates: Accounts - 365 Management

Advanced Invoice Templates: Accounts - 365 Management

Advanced Invoice Templates

You can utilise Advanced Invoice templates to send your customs an invoice with more detail.

Set Advanced Invoice templates at a local or a global setting in Accounts. 

In Accounts > Customers - Corporate > Job Processing, you can set the Invoice Template to advanced as a global setting.

Creating an Advanced Template

To create an Advanced (or other template), you have to use the Template Editor

In Ghost Windows:

  1. Click the Template Editor button.
  2. Select the 'Invoices (Advanced)' template to edit.
  3. Click the Edit button.
  4. Use the Page Setup popup to edit the template.
  5. Click File > Save > Default to overwrite the existing default advanced template, or File > Save > New to save as a new template.
Currently, you can only create, edit, and delete templates in Ghost Windows.
For instructions on creating a template in Ghost Windows:
Open up Ghost Windows and click on the Template Editor button on the main screen. The Template Editor allows you to acess and edit templates for invoices, credit sheets, and other documents.

Editing a Template

To edit a template:
  1. Select the template to edit.
  2. Click the Edit button.
  3. Use the Page Setup popup to edit the template.
  4. Click File > Save > Default.
Note: You can also select "New" to save the edited template as a new template, rather than overwriting the existing version.

Loading a Template

To load another template:
  1. Click on File > Load.
  2. Then click on the template you want to load.

Saving a Template

To save an edited template:
  1. Click on File > Save.
  2. Then click File > Save > Default (or New...).

Deleting a Template

To delete a template:
  1. Click on File > Delete.
  2. Then click on the template you want to delete.

Summary

The summary tab provides you with a basic preview of the template.

Outline

The outline tab provides you with a detailed list of each section within the template and allows you to configure each individual setting for the selected section.

Preview

The preview tab provides you with a full-screen preview of what the template will look like to end-users.

Loading an Advanced Template to an Account

When set to Default, the dropdown displays all your Invoices (Default) templates. When set to Advanced, this changes to show all your Invoices (Advanced) templates.

To load an Advanced Template as a global account setting:

  1. In Management, go to Accounts > Account Settings > Customers > Corporate > Job Processing.
  2. Select the 'Advanced' option for the 'Invoice Format' setting.

All customer accounts will now use Advanced Invoices templates. The template applied will be your default Advanced Template, unless specified differently on a per-account basis by following the steps below.

 

To load an Advanced Template as a per-Account setting, and select which template to use:

  1. In Management, go to Accounts > Customer Accounts.
  2. Double-click on an account to edit.
  3. Navigate to the Job Processing tab.
  4. Select the 'Advanced' option for the 'Invoice Format' setting.
  5. Use the dropdown menu under 'Invoice Template' to select your template.
  6. Press Confirm.
  7. Ensure to click Save to apply your changes.

Changing the Invoice Format clears the currently selected invoice template, as the templates available are relative to the format (Default or Advanced).