Create Professional Pages Invoice Template for NPOs Effortlessly

Pages invoice template for NPOs

hi this is Gary with macmost.com let me show you how and why you want to create your own Pages template [Music] macmost is brought to you thanks to a great group and more than a thousand supporters go to macmost.com patreon there you could read more about the patreon campaign join us and get exclusive content and course discounts so there are many uses for Pages templates you may think of them more when you use page layout documents like creating a newsletter template for instance but what I'm going to talk about here is creating a word processing template so usually when you start off on pages you get to choose a template and you would choose the blank template and this would create a new word processing document ready to go now let me type a line here now if I look at this line I could see here under format that this is helvetica new regular 11 point this is the body style so if I wanted to change it to something else I can say increase the font size now I'm using body style altered which is the little asterisk there and I can update body style If instead I wanted this to be say the title then you can see the title style I'll save Attica New bold 30 point if this was going to be heading a television bold 18 point or you could use whatever style you want and in the default template these are all Havana canoe and each has its own style and size but what if you find you don't want to use Hell by the canoe or maybe you don't want the body style to be 11 Point like say you want it to be 13 point and say you want it to be Times New Roman instead well you can see I've altered the body style here so if I want to use that throughout my document as body style I could update and now wherever I use body style it would be Times New Roman regular 13 point the other styles are unchanged so if I go to heading you can see that's how about a canoe bold 18 point go back to body and I've got Times New Roman but let's say I wanted heading to actually be something different let's say I wanted to use Futura for the heading and I want it to be 16 points and instead of bold I want it to be condensed extra bold now I can update heading and that's my heading style which just changes that if I go to heading 2 you can see that's helvetica new and title is Havana canoe as well so I've got to go through here and either change the Styles or maybe remove some of them like maybe I don't use subtitle so I can click here and I can say delete this style and that one's gone and I can alter these as I want I could also use the plus button here to add new ones now the only problem here is I'm doing it for this one document so I might get this one document looking exactly like I want but the next time I start a new document I'm going to be back with the original Styles all using Havana canoe at the size and styles that they're set to in that template so I'm often asked how do I have it so that the default font and size are something else they're not held at a canoe they're what I want to use every single time well there are two ways to do this one actually is just to go to pages settings and under General you can set default font you check that and set the font to something else so I can set it for instance to Times New Roman and I could set it to 13 point and say okay and you can see that checkbox is checked there I've got the font and size I can click the change button to change it doesn't change the current document or anyone I've created to this point but if I create a new document choose blank now you could see that the body text here is Times New Roman and all of the other styles are also Times New Roman and the font size has been adjusted so since I made the body style a little bit bigger then the title style is going to be a little bit bigger as well you can see it's 35 points so it's a quick and easy way to basically change that default blank template choose your own font and a slightly larger or slightly smaller size but what if you wanted to have different fonts for the different styles or maybe get rid of some of these Styles or add some of your own well you can create your own template matter of fact that's basically what we been doing here just by altering all of these Styles here we now have a set of styles that we may want to include in a template so now I can create a template from this first thing I want to do is clear out all of the text so I'm going to select all command a and delete so it's a blank document because that's what I'm creating here is a new blank document template so I've got this blank I've got the style set like I want and now I can just go to file and then save as template now we can choose to add to template Chooser which is what I'm going to do or if I wanted to I could save this as an individual file somewhere else that I could double click on to open up but let's add it to the template Chooser so it's like it's part of pages and I'll put it down here under my templates notice all the categories here on the left and my templates as the last one so we'll name this one we'll call it my blank but you can call it something else and as you can probably guess you can have several of these so you could have one that's set up for your everyday use maybe one that's for a specific report that you do and so on so I've got the setup now as my blank so now when I go to create a new document in pages I go to choose a template I can go down to my templates at the bottom and choose my blank and now you can see that all of these styles are set as I like so there's the heading now that was sent with Futura body is now Times New Roman and the ones I've eliminated are eliminated anyone that I've added have been added so now you don't have to customize Styles every single time you create a new document you just have this template that you start and notice that if I go to file new here the top is recents so if I just used my blank you can see how that is now the first template here it's just as easy to choose as the blank template that comes with Pages was before in fact you can go to pages settings and you could set for new document use the template and then change template and choose my blank so now when I create a new document it doesn't even show the template Chooser if I go to file new it chooses my blank by default I can still go to file and then hold the option key down and new changes to new from template Chooser option command n and I can always choose a new template but the default will be my blank if I just do command n or file new and you get more than just the regular styles with a template you also get the character Styles so if you customize those then those would be saved in the template as well the same thing with bullets and lists you've got styles for those and you can add and alter those and those will be part of the template all of these different properties are saved as part of different styles things in layout would be saved or find special indents a number of columns let's make this two column let's make some special indents here make sure rulers to see the indents under document we could set up lots of things like for instance I can go and show layout there and maybe get rid of the header and footer if I don't use those maybe even change the page type to legal and I can now save this as a template if I want all of those things and I'll call this temp here you can even see the representation of it shows that it's legal size so now if I create a new document from this you can see that it is two columns that the header and footer are gone and all those other properties have been changed so there's quite a bit you could set up in a blank template if it's something that you use with pretty much every single document you create and if you ever just want to use the regular blank template remember you can always go back to it always be there in addition to any templates you created on your own and to manage these templates you can control click on any one and you can see I can rename it and you can delete it to clean things up if you've got too many then if you ever want to make some changes and update a template you can always just make the changes save this template again and then when you get to the template Chooser you can give it a temporary name like I'll call this one temp two I can control click on this one and delete it and then you can go back and rename the new template with that original name so now you've just basically replaced the template with an updated version so if you find yourself always making changes to your pages documents right when you start off there's no reason to do that just create your own template with your own Styles and settings and then use that every time you start a new pages document hope you found this useful thanks for watching foreign if you like this video click the Thumbs Up Button below to let me know I publish new tutorials each weekday hit the Subscribe button so you 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