Step by step
- Open Set-up > Invoice Layouts and press New.
- The sections are on the left: Paper & Design, General, Header, Headings, Business, Customer, Product, Bank, Tax Info, Terms and Footer. Click a name to jump to it.
- In Paper & Design pick a design (Classic, Modern or Compact) for each paper size (A4, A5, POS 80mm, POS 58mm) and the Default Print Size.
- In General enter the Layout Name and switch Show Business Logo, Show Total Inword and Payment Details on or off. In Header write the Header Text and sub headings, or turn on Is Header less and give the Gap From Top (Inc.) for pre-printed pads.
- In Headings write the Invoice Heading, Quotation Heading, Sales Order Heading and Delivery Note Heading.
- Switch on the details to print for Business, Customer (for example Current Balance) and Product (warranty, discount, unit tax, prices, brand, description, product code). Fill Bank Details, Tax Information, Terms and Conditions and Footer Text if you need them.
- Check the Live Preview on the right: change the paper size and the document, zoom, or click a text on the paper to edit it. Press Save.
Good to know
- Layout Name and the four headings are required, and the name must not be used by another layout. Gap From Top is required for a header less layout.
- The preview changes at once, but nothing is kept until you press Save.
- The paper size can still be changed when printing.
- To print with the new layout, choose it in General Settings > Invoice Layout Settings.