Our system contains a generic template with standard sales invoice layouts, sales order layouts, statement layouts etc. These templates work on the principle of a Letterhead which contains your company name and logo, normally located at the top of the invoice and your company address, company registration, vat registration (if applicable) email address, contact details, bank details etc at the footer of the letterheard. These details are driven by the information you enter within the Company information based in All Settings.
Once the Letterhead has been created sales invoice, sales order, statements etc can be applied to this to create a complete template and this template can be linked to customers.
This is very useful should your company have two business sectors which require different invoicing such as a service invoice and a product invoice.
While the majority of our clients are happy with the layout of these documents some changes can be made and tailored to your own company requirements.
Letterheads
The Letterheads option is location within the Design & Layout option.
Once you've clicked on Letterheads you will see the list appear, to the far right there are various icons, click on Layout and will see this screen:
Relates to the name of your company and this information is pulled from the Master information you entered when you created your agreement.
Relates to the area where the customers name and address details will appear within the invoice.
This is called the 'Footer' information. Again this is pulled from the master information you entered when you created your agreement. Company name, address, company and VAT registration number etc
Each area of the letterhead can be edited, this gives you options to change the size and postioning of the element concerned. You can also change the the element to appear on all pages of the invoice or just the last page. Within the Text box you will see the dynamic fields for pulling in the information. For example, company, address details etc.
Should you wish to have alterntative information in the Text box you can remove the dynamic fields and replace this with your own information.
Template Collections
The template collections screen shows the various collections you may have. You may just have one collection which is fine.
To the right of the Template collection listed click on the icon Templates option and you will see this screen:
This shows the documents within the collection and the Letterhead linked to the individual documents.
To amend the default layout of any of the documents listed click on the icon far right Layout this takes you into the area to make any changes:
First page/Last page - should you have an invoice that only has a few lines of charges these will always appear on the Last Page as this page shows the totals etc. If your invoice is lengthy and more than one page is requred the system will start with First Page.
Elements - each grey area relates to an Element. If you click on one of the grey areas the Element will appear at the top of your screen enabling you to edit. Here you can make changes to the positioning within the invoice layout, the font, size of text etc.
Columns - this is the main body of the invoice and contains the product number, description, unit of measure, net price etc. As this is a more complex area to make changes to this there is a separate tab:
Placement - this means the placement area within the invoice, going from left to right of the invoice.
Name - the information contained in the column heading. The wording in brackets is how it will appear in the column heading so if you need to make changes change this wording.
Space - this denotes the space between the top and bottom line of the column headings, we strongly recommend you don't change this.
Font - shows the font selected.
Size - shows the font size selected.
Alignment - to the left, right etc of the start of the column.
Show - do you want this column to show on your invoice, there a many elements within the list you can show on your invoice but there is limited space. Place a tick in the box against the element you wish to show.
Edit - allows you to edit the column and all of the above areas.
Arrows - allows you to move the columns up or down in priority/placement showing on the invoice.
Should you require any assistance with the design and layout of your invoices etc please don't hestiate to contact our support line using the Chat/Help link within your Reviso agreement or, you can email us at help@reviso.com