Modify Invoice Design

Modify Invoice Design lets you specify invoice printing settings. You can use the default invoice design or add new ones as desired.

 

Modify Invoice Design

  1. Click the Add New Format link to start from a blank design, the Make a Copy link to start from a copy of the currently selected design, or click any design in the sidebar to select it. Note: you cannot save any changes to the default design (Default Plain Paper). Use the Make a Copy link.
  2. Edit the Title of the design.
  3. Adjust the settings on each tab: Paper, Heading/Footing, Body, Body Totals, and Images.

 

Paper Tab

  1. For Paper Type, select if your paper size is Letter, Legal, or Custom. If you select Custom, you can edit the Page Width (inches) and Page Height (inches) fields.
  2. Complete the following fields as needed:
    • Font
    • Font Size
    • Forms Per Page
    • Vertical Starting for Body (inches)
    • Vertical Ending for Body (inches)
    • Print Name As

Important: the Vertical Starting for Body and Vertical Ending for Body, along with Vertical Offset for items on the Heading/Footing tab, must have values that fall within the available height based on the Paper Type and Forms Per Page (for example, with a Paper Type of Letter and 2 Forms Per Page, the allowable range is 0.25 to 5.25 inches). If your values are outside the allowable range, you cannot save your changes to the invoice design. Instead, a message appears detailing everything that needs to be changed and giving you the allowable ranges for each field based on your selections on the Paper tab.

 

Heading/Footing Tab

Existing items display in the grid with the following columns:

  1. Item
  2. Heading: the heading for the item, if any.
  3. Bold: displays a check if the item is bolded.
  4. Underline: displays a check if the item is underlined.
  5. Italics: displays a check if the item is italicized.
  6. Font Size
  7. Vertical Offset (inches): the offset for the item from the top margin of the form.
  8. Horizontal Offset (inches): the offset for the item from the left margin of the form.
  9. Left Justified: displays a checkmark if the item is left-justified.

To add or edit an item:

  1. Double-click an item in the grid or click the Edit icon to edit. Click the Delete icon by any item to be prompted to delete that item.
  2. Click Add New Item to add an item to the grid.
  3. Select the Item from the drop-down list.
  4. Enter a Heading if applicable.
  5. Select if you want the item in Bold, Underline, or Italic.
  6. Enter the Font Size and Vertical and Horizontal Offset (in inches).
  7. Select if the item is Left Justified.
  8. Click the Insert icon to save your newly added line.

 

Body Tab

Existing items display in the grid with the following columns:

  1. Item
  2. Heading: the heading for the item, if any.
  3. Bold: displays a check if the item is bolded.
  4. Underline: displays a check if the item is underlined.
  5. Italics: displays a check if the item is italicized.
  6. Font Size
  7. Horizontal Offset (inches): the offset for the item from the left margin of the form.
  8. Left Justified: displays a checkmark if the item is left-justified.

To add or edit an item:

  1. Double-click an item in the grid or click the Edit icon to edit. Click the Delete icon by any item to be prompted to delete that item.
  2. Click Add New Item to add an item to the grid.
  3. Select the Item from the drop-down list.
  4. Enter a Heading if applicable.
  5. Select if you want the item in Bold, Underline, or Italic.
  6. Enter the Font Size and Horizontal Offset (in inches).
  7. Select if the item is Left Justified.
  8. Click the Insert icon to save your newly added line.

 

Body Totals Tab

  1. Select the Vertical Offset for Body Totals. This is the offset for the totals from the bottom of the body detail. Leave the vertical offset at 0.00 to print body totals directly after body detail. Note: only the default settings (Dashes, Total Amount) print with Vertical Offset for Body Totals set to 0.00. Any Heading items do not print.

Existing items display in the grid with the following columns:

  1. Item
  2. Heading: the heading for the item, if any.
  3. Bold: displays a check if the item is bolded.
  4. Underline: displays a check if the item is underlined.
  5. Italics: displays a check if the item is italicized.
  6. Font Size
  7. Horizontal Offset (inches): the offset for the item from the left margin of the form.
  8. Left Justified: displays a checkmark if the item is left-justified.

To add or edit an item:

  1. Double-click an item in the grid or click the Edit icon to edit. Click the Delete icon by any item to be prompted to delete that item.
  2. Click Add New Item to add an item to the grid.
  3. Select the Item from the drop-down list.
  4. Enter a Heading if applicable.
  5. Select if you want the item in Bold, Underline, or Italic.
  6. Enter the Font Size and Horizontal Offset (in inches).
  7. Select if the item is Left Justified.
  8. Click the Insert icon to save your newly added line.

 

Images Tab

  1. Select up to four images using the Choose File buttons.
  2. For each image, select if you want to maintain the aspect ratio.
  3. Select the Image Width (inches), Image Height (inches), Horizontal Location (inches), and Vertical Location (inches).

The Restore Defaults button completely restores all settings on all tabs to defaults. Click Test Invoice Design to see a preview of your invoice design. Click Update to save changes to your invoice design, the Reset link to undo all changes since the last time the design was updated, or the Cancel link to discard all changes and return to the Accounts Receivable dashboard.

 

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