Create Your Weekly Invoice Template for Supervision Effortlessly

Weekly invoice template for Supervision

hey there drew from the tech support team here at I'm helpdesk and welcome to our tip of the week today we're going to show you how to customize your templates using our template library mm helpdesk templates ensure that the estimates work orders and invoices your customers receive are stunning and professional it's easy to go with our default template that's set up in your EMM helpdesk account but we've also got six other options in our free template library choose the one that best represents your business and will be attractive to your customers to view the template library click Help Center in the main navigation bar then search for review template library once you find the article click into it to view your options once in the template library you'll see that there are six separate styles black diamond is in your account by default in addition we have orange circle green leaf blue snowflake rainbow wheel and blue cube under each style you'll notice there's a separate option for the estimate job and invoice PDF click into the appropriate selection for the style you'd like to use this will take you to the article that has the HTML you'll use to adjust your template no worries if you aren't versed in HTML all we'll be doing is simple copy and pasting first we'll highlight the HTML start at the top line that says style type equals text CSS and click your mouse then drag all the way down to the bottom of the page once you hit the line that says /div right above the emojis you'll know you're at the end once you have it highlighted right-click the highlighted text and click copy now you've got the highlighted text saved to your computer now we'll paste the text into your M Help Desk template open M help desk and navigate to settings then customize and then templates in this screen you'll see all the different templates in M help desk that you can adjust choose the same template here that you copied from the template library in this case invoice PDF once you click into the appropriate template scroll down and click HTML since we're replacing it all you can simply highlight the entire contents of the HTML field and delete it if you click into the field then hold ctrl and press a at the same time you'll highlight everything in one go then hit backspace on your keyboard to clear it after clearing the old HTML you can right-click and select paste now you have the new template in place click Save then click on the design tab to see your new template if you have any questions about how to use the template library to personalize your templates reach out to our support team at eight eight eight five five eight six two seven five extension two and we'd be happy to help until next time take care and have an excellent day [Music] you [Music]