Introduction

About Style Sheets

You can create templates (called Style Sheets) that customise the layout of your printable Sales Invoices and Credit Notes, whether they are of individual or batch type. 

Adapt layouts to suit your needs by including or excluding Columns and supporting information. For example, for Item Sales, you might want to include Unit Price and Quantity details on each line of the Invoice, whereas, for Service or Maintenance Invoices, these may not be relevant.  In other cases, you may want to include a Discount Column or on a Credit Note exclude Bank and Payment details. You can also select both background and text colours.

See:

Creating Sales Item Credit Notes‍ 

Creating Sales Item Invoices‍ 

Creating Batch Sales Credit Notes‍ 

Creating Sales Batch Invoices‍ 

Creating Style Sheets

In the blue banner, go to Setup > Invoice Customisation. 

In the Invoice Customisations screen, options include:

• Add New Style: Set Up a New Style Sheet from the beginning.
• Delete Style: Delete a redundant one that you have previously loaded (see below).
• Preview: Preview it in PDF.
• Save Style: Save it for subsequent use.
• Close: Close the Program.

Step One: Set up the Style Sheet 

Complete the following:

• Load Saved Style: Open any saved Style Sheets for further revision or to preview it. 
• Name the Style: Name a new Style Sheet before you save it. This allows it to be referenced when you are running a batch print or bulk emailing. It's possible to create multiple styles for different invoicing scenarios. For example, create a style for invoices with specific payment terms and associated payment text or for invoices that need to be sent from a different registered company. Try to name the style in a meaningful way like “Blue Invoice Layout with Bank Details."
• Apply to Invoice Template: Select which type of invoice template this style should be applied to. There are two main types of invoice templates:
  • Batch Invoice Template - for service-type invoices with no product items. 
  • Product Invoice Templates - for item invoices with quantities and pricing.
• Use as default Style: Indicate if this is the default Style Sheet for printing Product Invoices, Batch Invoices, or Credit Notes if a different Style Sheet is not selected at the printing or emailing stage.

Step Two: Customise the Style Sheet

In this example, we are setting the options for the Sales Product Invoice Default Style Style Sheet.
 

Complete the following sections:

• Customize Titles & Label Text: Decide on the nomenclature or headings for the Style Sheet.  You may prefer Product No. and Product Description instead of Item Code and Item Description or to call your Un-Posted Invoice a Draft Invoice. You can also enter specific text, such as Terms & Payment Conditions, Warranties, Ownership Title, or Returns Policy. 
• Enter Company Details: The default details from the Company Master Record appear here. However, you can change any of the details. For example, you may not want to use the Head Office phone numbers for Invoice or Sales queries, or the Accounts department might have a different email address.
• Choose Columns to display, General Details to Display, Colour Scheme: Select what you want to include on the Invoice. In the Color Scheme fields, either enter the desired HEX codes or select colours from the dropdowns. Note, the colour scheme will be applied to the field labels, not the field contents.

Step Three: Complete the Process

Having made your revisions or set up your new Style Sheet:

1. Click Preview to verify its layout and colour.
2. Make any further revisions necessary.
3.  If it is a new style sheet you must give it a new name in the Name the Style field. Click Save. 
    

Deleting Style Sheets

To delete a Style Sheet, deselect Use as default Style and click Save. 

You cannot delete a Style Sheet if it is the only Style Sheet with Use as a Default Style set for that Invoice type (Item or Batch). You must first create or nominate a new default Style Sheet. 

This also applies to either of the two System Default Style Sheets: Sales Product Invoice Default Style or Sales Batch Invoice Default Style. These come as standard defaults to ensure continuity for older pre-customisation users of the system.

Creating Multiple Style Sheets

You can create and save as many Style Sheet templates as you like, for both Product Invoice and Batch Invoice types. 

1. Create and save the first Style Sheet Template as above.
2. Click Add NewStyle, complete its parameters as before but save it with a different name. 

Batch type Invoices

For Batch type Invoices, this is the parameter set presented:
 

In this instance, several fields are greyed out, since they are not relevant to a Batch Type Sales Invoice. Amend the relevant data and customise the Invoice as described previously.

Here is the result of the Preview of the Batch Invoice:

Applying Style Sheets during Printing

You can print Invoices and Credit Notes individually or in bulk. See Printing Sales Documents and Reports for more details.‍ 

In the following locations you have the choice of applying Templates:

• Customer Transactions grid
• Bulk Email screen
• Report Manager

Style Sheets in the Customer Transactions grid

1. In the Customer listing grid, click in the Balance column to view their transactions. 
2. In the Customer Transactions screen, go to the Action dropdown and select Customise Invoice Layouts. Now you can further customise an Invoice.
    

Style Sheets in Bulk Emails

Select from your defaults in the Invoice Style field.

Style Sheets in the Reports Manager

Select from your defaults in the Invoice Style field.