Create Your Electronic Invoice Template for Planning Effortlessly

Electronic invoice template for Planning

hey there guys my name is marcus and in this video i'm going to show step by step process how you can easily uh create or how setup customize your invoice template so let's start the first thing you want to do is go to top right and then you're going to see here custom form styles when you click on the top right settings and custom form styles when you're gonna be here you want to go to write new style and then click invoice right then we're gonna do it you're gonna see design here design content emails in a design you can dive in like with what kind of template you would like to have that's a friendly fresh modern classic every new i'm going with modern then you can simply add a logo i'm going to upload baby oda here from a tv show let's say that this is my logo click save right when you do it you can change the size of the logo and placement then you can splash on some color you can edit the colors here then you can simply change font and change the size of it and then how you can change the margins when you're going to continue you're going to see content here in the content you can edit the header the form and table and footer in a header you can simply edit things like business name then you can add a phone number you can disable email you can add also your address and website right then you're gonna have form here so you can disable four names form numbers and you can use custom transaction number then you can have like display of terms you can disable it due date you can disable it or enable it right then you can simply click on your middle part which is stable in table you can simply move the columns right as much as you want so that's what you can do and then when we go further to footer here you can edit display you can add deposit estimate summary and you can also edit the message to customers when you're going to click also what i want to show you is you can edit the labels and wave then you can edit the width and label of columns and you can edit the name right that you can add like date one so when you got it you got a footer and thank you for your business and have a great day you can add foot or text and then you can see emails here and you can edit so if you want to so this is how you can do it and this is the way so thank you very much guys for watching if you have any questions ask me down in comments when you got it you can also preview the pdf and you just click done here on the last step you can edit the email and yeah thank you very much have a great day and goodbye see ya you