Create and Manage Your Invoice HTML for Planning with Ease

Invoice html for Planning

hello and welcome to today's training video my name is Terry and we're going to be covering how to use SMTP features in printers plan along with the HTML templates that are now included starting off you're going to open printers plan and you're going to make sure that email SMTP functionality is activated by going to your settings tab under general settings and SMTP settings here you'll see a checkbox enabling the feature enable SMTP and you need to make sure your information is filled in here as well maybe the email username the password and as well as your server information your SMTP server your IMAP server and the outgoing ports for SMTP and IMAP if you're not familiar with the server information you can try a web search and if that doesn't help contact your email provider or if you have an email admin in your organization you can contact them and they should be able to help you once you have that information entered and we're using it we can go ahead and place a test order email by selecting a job clicking print and then we're just going to do an invoice and email PDF it's gonna ask me where to save it we're gonna say with my invoices folder and we're going to send it to the bodies or dermis job so here we are we have our attachment for our invoice we have our plain text template being used to create this email and we're going to update that to use a HTML template on this video so by default printers plan has a folder in the printers client folder called email where all the email templates live and this is where you can go to update these invoices templates so if I wanted to update my plain text template I could just select invoice and edit it there and save it there's also some defaults for other email templates for HTML templates but there isn't one for invoice by default and that's why we're going to make one so we're gonna go ahead and start off by going to our knowledge base because we have an article about this support printer nice calm and there's no prior HTML knowledge needed just need to know where to find the resources so I'm going to type in printers plan HTML email some keywords that will get us where we need to go and in the top results using creating and editing email templates HTML templates and this is a written guide that's covering everything I'm going to talk about here today so before we get started I recommend getting a tool or an app called notepad plus plus this is an image of it here it organizes the information on the templates a lot better so you can see what is HTML code and what's plain text allowing you to make changes a lot easier notepad plus plus we found it's a free program just do a search on your favorite search provider and it should come up with the downloads page as one of the top results have that installed we can go ahead and open up the WYSIWYG editor which is where we're actually going to create our template and WYSIWYG it just means what you see is what you get it'll allow us to enter plain text and get HTML out of it so the one I have linked on the article here is what I have open now and you can see I've actually already just pasted our plain text template in here and this is the information that it's given us back just a little bit of formatting nothing too crazy so aside from that if I click enter here it's now converted this URL into a hyperlink so we can add hyperlinks to our templates too just by typing in the website and it should automatically recognize it I want to add an image to this template here I could just go to a locally or I'm sorry a publicly hosted image file such as one on our website and I've got our website open here printing calm and I'll just copy this logo here copy image paste it paste it in there it's real big so I'm going to shrink it down so it fits in my email template there we go a lot better so now I have the basic formatting and layout that I want to use and I want to create a template out of this what I'm going to do is open up notepad plus plus and then I'm just going to paste this information into the doc I plus plus before I do that though the subject line here needs to be recognized by printers plan so what I need to do is some light modifications to the left-hand side and I'm just going to remove these paragraph tags that's to avoid any formatting errors when it's actually pulled into printers plan so now I just copy all of this copies open up notepad plus plus paste it and you can see that it's pasting as just regular text there's no coloring or anything yet it doesn't know that it's HTML formatted yet but when I save it file save as I'm going to name it invoice the naming conventions are important for this template formatting and then I'm going to save it to my printers plain directory where I wanted to live and then finally the save as type setting I'm going to save it as an HTML document so hypertext markup language file dot HTML once I have all that stuff done it's going to convert it to HTML because now I know that the HTML coded you can see all the code has been color shifted and all the straight text is still just black and it saved so now we have a template in our directory for invoice now what we need to do is test and I'll go back to printers plan I'll use the same job as an example print the workflow hasn't changed invoice and I'm a select email PDF so now it's going to generate the PDF can I ask me where to save it then it's going to ask me to send it to the buyer who are this job yep and now you can see we have our HTML formatting it's got our image on here and it's got our hypertext link on here so this is the basics for how you create and edit HTML templates if you have any questions about this process please reach out to our support team support @preneur and you have a great day