Create Your Proforma Invoice Template DOCX for Engineering with Ease

Proforma invoice template docx for Engineering

[Music] let's begin with some simple changes the default font here is calibri use ctrl a or command a if you're using a mac to highlight everything and let's pick a different font and let's highlight some of these headings and change the font color for these table headings i'll change the font to white and fill a heading with a colour these brackets show fields which xero uses as placeholders to populate the invoice with specific information pulled from xero to see the underlying structure of these fields sometimes called merge fields use alt f9 on your keyboard or if you're using a mac use function option f9 to return to the previous view use alt f9 again if you don't want a particular field to appear on the invoice remove it in this example i don't want the contacts account number to appear on the invoice branding theme and i don't use a reference so let's remove these xerocentral has a really detailed article on adding and removing fields so if you do need a bit more help on this take a look to check you've deleted the fields take a look at the field code view if the field you thought you deleted is still there delete it here in this view be careful not to remove any table start or table end fields if you do remove these when you print or email the invoice the table won't display correctly you can also add additional fields for example the contacts email this zero central article details what fields you can add to your docx templates any fields you add to your docx templates must appear exactly how you see them here so i recommend copying and pasting the fields you want in this example i'd like the contact email address to display an easy way to add a field is to copy an existing one and then edit it may be tempting to simply overwrite the text with the field code name however what we see here is just a top layer and this won't change the underlying structure if we toggle to the field code view we can see that the field hasn't changed to change the field change it here in this view be careful to use the correct name of the field exactly how it's displayed in xero central another way to insert a field is to navigate to the insert menu select field scroll to the mail merge category choose merge field and paste the appropriate field here let's look at a table when working with tables you may wish to view grid lines so you have a clearer picture we'll remove these grid lines later there are five columns and seven rows for this invoice template i don't want to display the quantity and unit price the text can easily be deleted and let's delete these two fields if we leave this as it stands if you have a long description the description will be wrapped into the first cell in the table this invoice shows text which is squashed into one cell but when we merge the cells the long text has a lot more space these three cells can be merged and the text can be left aligned and i'll do the same for the heading images can be added easily first i'll add a logo click insert a logo and upload a file the logo can easily be resized and i'll center align this for this invoice template i'll remove the payment advice let's view the footer and remove the table and i'll add a qr code again the image can be resized and positioned i'll center this if you're still showing any grid lines on your tables remember to remove these watermarks can be added to your docx file to give your invoices a professional touch select insert watermark watermarks can be pictures or text let's upload a picture scale the image as required and click ok if you wish to add any non-roman characters to this invoice template you can for example you might want to create an invoice template that you can use to send out to your chinese speaking customers replace any text as appropriate or simply add the chinese characters here's an example of a zero invoice using some chinese characters and back to the invoice we've been working on once you've made all the changes you want or you just want to preview what it will look like save the docx file