Invoice templates

You can setup your own templates for sales invoices and sales orders.

Key information

  1. The program provides a template editor that can be used to get such templates prepared; custom templates will replace the default templates in the program
  2. Templates are prepared using HTML & CSS together with some simple template specific code

Template selection

In Setup -> Company Setup -> Invoice templates you can set a previously prepared templates for sales invoices generated in Polish, generated in English and also for sales orders.

Instruction

  1. Go to Setup -> Company Setup -> Invoice templates tab
  2. Preset existing invoice number in Invoice example field. This is an internal invoice number available in the Sales -> Customer transaction inquiry in the column #
  3. If you're planning to use a non-default sales order template setup an existing sales order in the field below
  4. Use links Modify above to go to the template editor. Template editor will open in e separate window

własne formatki faktur sprzedaży

Template editor

Template editor allows to add new or edit existing templates.

In order to add a new template:

  1. Add a unique Template Name and click “Create”. 
  2. “HEADER”, "FOOTER" and "BODY" tabs are designed to add or paste some HTML code for document header, footer and body respectively. Use classes defined in "CSS" tab.
  3. Click “Update” after any code modification
  4. Close the window and go back to the program. Select the new template if not yet selected.
  5. For the instruction how to inject additional document data got to this page: template editor

If you want to edit an existing template:

  1. Select the template using a drop-down list in the upper field next to the Template Name. If only "Create new template" is available in the drop-down list that means there was no templates prepared as yet.
  2. If you select an existing template the program will download HTML code to respective tabs. You may not see any visible reference if HEADER tab is empty. In this case go to BODY tab.
  3. Click on "HTML" tab to see the invoice.
  4. Click UPDATE in the upper-right corner if you want to update the template.

Template selection

  1. In Setup -> Company Setup -> Invoice templates tab select the previously prepared template; they usualy have names like your_name.sig
  2. Select "default" if you want to return to the default document template available in the program
  3. Go to Sales module and print one of the invoices to check if all is ok