Create a Modern Invoice Template for Planning Effortlessly

Modern invoice template for Planning

hi there my name is kav and I'll be doing the business accounts training material and in this video I'm going to show you how you can create an invoice template using the accounts designer okay to set up your document templates you need to go to the documents menu and select the documents icon and this will take you to the document section now if you're on a Mac um Mac you'll only see a single line of tabs here and to the left to the right of these tabs will be an arrow and if you click and hold that Arrow you'll see the remaining options from there you'll be able to select the invoices now in any of these tabs you'll find default templates which we ship with the system you need to select one of these and create your own template so I'm going to select this uh template without delivery I'm not worried about delivery addresses if you do need them then select the standard one at the top and if you need a landscape select the one in the middle so I've selected the third one and now at the bottom here I'm going to hit the third button which is called create template document and what that will do is fire up the accounts designer now here we have two sites we have a view edit and a design print now I normally just give it a quick name at the top I'm just going to give it any name here that I choose I'm going to just say my template and here we can now set columns like we do if we need additional columns if we need currencies or unit prices anything you need turn them on and then hit the blue reload button at the bottom okay you can reorder like you do the reordering um like I've shown you before in many videos and column V visibility I've shown in videos if you need more info on that check out those videos but that's what you do set up a configuration at the top and then at the bottom this is what's actually going to be on the document so we're going to leave it how it is if we do need to turn on additional things just double click in this check box to turn them on so if we go to the design print side here we have the default template and if I slide down this slider you can see it's just a piece of document here and it looks like a piece of paper so how does this Designer work on the left hand side we have all of the standard drawing tools on the right hand side we have properties of things that we have selected and if nothing's selected you can see what's actually on the document by selecting them here and looking through the list okay so I'm going to select this text and now on the right you can see that it's turned into text properties if I select the table it's turned into table properties if I zoom in just a little bit these three dots that you can see they're Dynamic fields and they pull out Dynamic information from the customer records so leave them alone okay so I'm going to very quickly just give this some style so I'm going to get rid of this text select it and hit the Red Cross here and now I'm going to add my own text so I'm just going to click on the document where I want the text to go a small box appears and I like the word that I want it's accounts and you can see it's appeared here and I'm going to make that a bit bigger cuz it's a bit small oops num Lock's not on there we go change it to 16 and also I'm going to change the font uh let's say something like the T okay that's it we can now drag and drop if we like and that's my little bit of text added to the document now I'm going to put a line here and deliberately not make it straight and then now using the Precision elements here we can precisely put things on a document so if you do have pre-printed stationary or anything where you need to put precisely on the document you can do so so I've made the start and end point the same and now that's a dead straight line now going to add a little bit of text underneath yes for some let's say company information maybe email and let's say telephone and that's it can I drag that and drop that here as well so I'm just creating a simple style here um if you have company logos you can use the image tool here select where you want the image to go select your images and put them on I'm not going to do that for this example but they have to be sort of jpeg or PNG or GIF okay so finally I'm just going to change some of these colors of the table to make it look a little bit different so let's just select a dark gray oh that was vertical line make sure we select the correct things we want the header fill color uh let's say dark gray and let's do the tottal Box color as well which I know we have at the bottom let's turn that to a dark gray and that's it that's my template done it's very simple but I'm happy with that okay so now if we go over to any of our customers and we invoice them hitting the I button and then we add the new line of the information so I'm just going to very quickly fill this in okay we've done the invoice we go to design and print there's the document ready to send out to the customer job done and it's got our new styles to it okay so that shows you how you do the invoice template using the existing designer and uh you need to set up your templates first once you've done that you're ready to go all right so that's the video on how you can set up an invoice template