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Mockup invoice for Planning

backx comes with several invoice templates and you can customize them by adding and deleting any Fields you like the invoice designer tool looks quite daunting when you open it the first time but it's actually not hard to use once you know your way around it so this video is to help you get familiar with it from one beginner to another so to speak the first step is to choose a template and you can do that by going to the settings icon up in the left hand corner and that'll call up your application settings under these settings go to the invoice Tab and here you can choose the template that you like from this menu drop down menu here the templates differ by layout so choose the one you you like best they like the look of best but the content is actually the same I've chosen minimalistic then I go up to the ribbon and click on invoice Template Designer I can also get there by going to the Home tab and clicking on invoice template editor here so here we are in the designer tool it does look complex the first time you open it doesn't it now the first thing you want to do is to rename this file so that you're not overwriting the template itself so we'll go to file save as and we'll give it another [Applause] name okay so now any changes we make we'll make it to our own template what you can see here are two different sorts of fields one has got um text inside square brackets which means it comes from the database itself and the other sort doesn't have square brackets which means it's plain text so that means you can change it um by hand to anything you like so let's make a start I'm going to change the word Billa to something else I'm going to double click it and I'm going to write issue by CU that's where my details come in okay we can see how we're getting on at any stage by clicking on preview down here at the bottom so this gives you an idea of what it looks like in real life and you can enter details from a real invoice select any invoice that you've already created click submit and here we are with the data filled in so here we are um with issued by that's already been changed and the customers I'm sending this invoice to and over here some invoice number details the date and term when it's due I don't really want contract in there so I'll take that out um what else we've got project manager name by default I probably will take that out and I see that the PO number comes with its delivery date as well um and I might separate that out those are different sorts of things that you can tweet week um when you open it up and decide the actual details that you want to change so now we'll go back to the designer and I said that I wanted to delete the contract field this is plain text I'll just press highlight it and then click delete and it's field code that goes with it contract number I'm going to delete that and any of these boxes you can just drag around um the field to where you want to put it there we are now I'd like to add um my customer's vat number so that's not here at all at the moment so let's have a look now to see how these field codes are structured I'll click here and when I click on a field that is inside some square brackets you'll see over this side where it says field list um the field is actually highlighted so I can see that this is the address if I go up The Path it comes from a customer which is fine so in the customer list if I go down it I'm going to come to the vat field I expect address down to vat so that's where I'm going to go to shortly so if I come back here um I can actually insert it below here so I'm going to move make this a little bit smaller by dragging up this line here because the the customer address isn't quite that long um and then I'm going to copy this with crl + C paste it crl + V and here it's come up in the middle of the screen so I'll drag it down here um it's going again to be one line long so I'm going to actually bring it down here and so I want this one to be the V number so I'll click it here here it is in the address but I'm going to go down to that on the right hand side click and drag it over and it will overwrite the C customer address and there we are with C customer. vat um this will just be the series of numbers or figures or whatever that make up the that number but I'd like to actually label it as that number so to do that you'll see that there's a little arrow here if you click on it it will give you the details of the whole of the box and here I'm going to choose format string and here I'm going to give it a prefix and I'm going to call it that number space okay bring that in and this has been prefix with that number we can see how we're getting on with that by clicking preview and calling up the invoice so here it is the vat um pref prefix the actual number itself the contract has gone from here here um so everything's fine up in the header now so now I'm going to work on the actual content of the the details of this different jobs I've only got one job in this invoice so I'm going to go back and change these two um headings here I'm going to change one click here I'm going to change this this is a plain text field again it's just going to be PO number without the date and another click here this is going to be the delivery date um and at any stage if you want to format this uh the the actual um Tex size or the color of the background or anything that's all over here on the bottom right hand corner where it says property grid so this is where we would um change the font this is Time Times New Roman I change that now but that is where you would change those sort of things um the background color and so on so here we've got the PO number but of course down here which is a list of all the jobs you can see it says job details table um this one here is going to give me until I change it it's going to give me the PO number and the date because that was how it was in the original template so let's have a look at that one there over on the right hand side Po and date okay so to get the PO on its own I want to go up to invoices invoice details I'm in the right place so far but I want to go into job and under job I want to go down to the PO number here it is PO number on its own so I can just drag that over and put it in there and that will replace it and the other one I wanted to change was this one I didn't want the um project manager name I wanted the delivery date so this one I'm going to have to change and I'm going to have to go back into invoices that's not the custom I don't want that I want to go into invoices invoice detail job and delivery date so it's going to be down here delivery date and I'm going to drag it over and overwrite the one I've got there there we are let's see how we're getting on preview add the invoice and let's see what we've got so we've got the PO number on its own that's good uh the delivery date has come along with the time in it so I'll have to have a look at that um but otherwise it's beginning to look pretty well laid out for for my needs back to the designer to get rid of the time okay click click on this this is the box that we're um dealing with going to go back into the details and I want to go back into the format string box and at the moment it's under General but if I make it into a date time format and just choose that that should get rid of the time okay let's see if that solved that problem preview put in the invoice again it' be nice if the invoice stayed here there we are good the time's gone but now it needs to be aligned better doesn't it it's obviously aligned to the left in that cell and I'd like it to be centered so I think that's the last thing that I'm going to do um because all the rest looks fine I've got my payment details um if there are none there that would be blank the little line at the end thanks for using my services well that could be actually moved here um or it can be in your um let's get rid of it submitted again it's gone there um or it can be in your invoice settings so let's go back to the designer and align that date there over to the font bit and Alignment is Middle left and I'm going to make it middle Center so you can't see the difference here so we'll go back to the preview look at it here and submit and that's been aligned properly okay so now we'll go back to the designer window um and we'll go back and save the template with contrl s so the asterisk up here will disappear when I do contrl s there it is I mean of course you can relabel all the plain text fields to localize your invoices in a different language you can add other fields such as client reference number or or a specific note to customize an invoice uh your invoices even more but anyway I hope this has given you an idea of how simple it actually is to make minor changes to the default templates