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Invoice docx for Finance

okay I'm Angela and I work for work to IT solutions I'm going to show you how to customize your invoices using accounting software zero okay I'll just pop me away for now okay so in zero all you need to do is go to invoice branding and I'm using a dummy company okay for these demonstration purposes called demo company right a new branding theme you've got a standard theme here so I'd advise just quickly just to make make sure nothing gets uh left out you change your address padding here to0 five and change all of these settings as you want now that's the first way you can edit your branding theme without doing too much a better way is to use the word templates okay now I've called that setup I'm going to save that come back to it later okay make sure you tick the ones you want to show in your invoice untick if you don't want it to show okay now the main thing is that you create a new new invoice template as you want it now the way you do that is by going to new branding theme and custom doc docx theme okay call it work to it solution limited okay press okay and then all you need to do is download the appropriate templates okay so I'm setting up my new branding theme I've called it wits as you can see I've done one earlier okay there's wits limited now I need to download the zip files okay so I'll have a copy of each of these and I'll just show you what they look like okay there they are credit note invoice statement just save those then obviously you need to adapt them as you want them this is what an invoice template generally looks like I've deleted some Fields here okay think about the table layout think about rows and columns and cells and how you might customize them and make the layout better to add a logo you just double click on the picture here okay and then make sure you get rid of any double line spacing by selecting the relevant areas using control and shift and here you've got double line spacing or single line spacing make sure it's on single then select no spacing on the Styles menu okay as you can see I'm using Windows Vista right I've got three columns there as you can see and several rows and here I can change some of this layout I've deleted some of the that information and duplicated information which you might want to do as well okay if I go to table properties you'll see you can change the width and cell and if you go to options you can wrap the text fit the text and you can have sell margins okay now if I go back to table borders and shading you might also want to add some borders and shading there just to liven it up a little bit okay and the width of that might be two points okay and if you go on options as well you might want to allow some padding between your celles okay just to give you a bit more space and any other settings you might want to do okay when you add padding it will show up us quite boxy okay so I'm just going to take out that padding so going to go to table padding table properties and borders for example and Page borders are all there and if I go back right click sorry go back to right click go back to table properties if I go to options okay going to get rid of the space in between sales as you can see it's a bit tidier I think and what I did was I got rid of the payment slip by just highlighting it and doing control X okay just to delete the information because there was a payment slip there when you're happy with it save it going to save it as invoice W same as before save it in my templates folder okay so I've got it there now if I go back to zero I can now upload that template so I go to invoice and browse okay find invoice W then uploads it and then you'll find it uses that and your whole consistent layout of your company and your branding is far better okay I've uploaded that now as you can see I've done two this is one I've just done here's one I did earlier okay and now I'm going to try to see what they look like going to go to account receivable because these are the people who obviously ear me money so I'm sending them a bill out which is my invoice so I'm going to create a new invoice as can see as you can see it's a demo company going to make an invoice sending it to wiw Worth's okay and it's the 6th of July today let's say I'm quite mean I want it due next week there's my invoice reference IT training okay and The Branding I want to use is the one I've just set up which is wits limited okay tax exclusive British pounds just add some more items there just to quickly demonstrate I'm just going to use that one approve that invoice then okay so it's got all the details it needs to invoice on there by using the demo company okay print my PDF let's see how it looks Market has sent remember this is just a dummy one we just want to see how it looks before we actually send these out people so it's going to print that invoice but it's not really all it's going to do is show is a PDF so let's have a look okay and here we have it here's my logger here's it due in and here's some of the formatting removed okay going to wwor supermarket okay and as you can see it's all on one page now I haven't amended very much but the main things that you should bear in mind as I said was to make sure that when you come to edit make sure there's no spacing on here okay change your layout perhaps as well on the margins make it 1 cm so you can fit more on a page save yourself some print credit okay and you can also insert things as you normally would okay well that hopefully that was helpful and if you need to contact me it's work to IT solutions email address is info@ work to it Solutions okay and I was Angela and thank you for listening to this tutorial good luck and like I said get in touch if you need any more information thank you