Jun
25
2015

Creating Custom Invoice Layouts Templates

An article by Adam

The Online Invoices system gives you the power to make any invoice layout that suits your business and your country’s rules to start creating custom invoice layout templates.

From the “Template” menu choose “Invoice/Estimate Layout“
This will open the “Invoice & Estimate Layouts” page
- To create a new layout template press the “New Invoice Layout” button.
After clicking the “New Invoice Layout” button. you will be asked to choose one of three pre-made templates. Choose the most suitable one for your business.
The invoice builder page will show you an actual invoice with options to edit the all the fields and add any custom fields. All the edit you do are updated and shown live in the invoice template.
- Fields can be edited by clicking on them directly, e.g. click in the logo field to edit it
- Click the buttons to edit its field e.g. click in the logo button to edit the logo
Click the “Header” button to edit the invoice title and rename it to the title you wish, e.g. “Tax Invoice”
- Click save to “Save” changes you made.
- click reset to “Reset” the title to the default status.
Click the “Business Info” button to edit your business info details. You can use the place holders to add any details about your business that you wish to be added to the invoice.
Click the “Logo” button to edit your logo. You can upload a logo which is different than your default logo for this layout only and edit its height and width.
Click the “Client Info” button to edit your client’s details and add any place holder that suits the invoicing model.
Custom fields can be added to your invoice as you wish; for example in the picture below there are pre-set fields like PO Number and other fields where you can add the label and value freely. Use the up and down arrows to order the fields in your preferred style.
Labels for the invoice can be changed, e.g. if you want to translate the invoice to your language or change the label name to suit your business or laws.
Click the “Footer” button to edit the invoice’s footer and add text or place holders.
Add a name to the template you made.
Tick the “Set this layout as default for invoice” check box if you need to make this template the default template for all your upcoming invoices.
Tick the “Set this layout as default for estimate” check box if you need to make this template the default template for all your upcoming estimates.
Click the “Save” button.
When creating or editing an invoice the invoice layout can be changed using the “Create Invoice” page.

Choose a layout from the “Invoice Layout” drop down menu.