Minimum Version Required: 22.07
Steps
How to Setup an Invoice Template
General Editing:
Using Universal Search, Navigate to the Template Designer dashboard.
From the All Templates dropdown, select an Invoice template.
Select the Header, Transaction, or Footer sections of the Template designer.
- The Header section includes your information, the customer's information, and other important information unique to the invoice.
Using drag and drop, select a Label to display text on the invoice.
In Element Properties in the left panel, determine if the Label should be custom text or display a field value from the system.
- Custom Text: Used for static text, commonly a label such as "Sales Rep Name" or "Total Sales". These are words that won't change with a unique value on each invoice.
To Enter Custome Text: Check the box at the end of Field Name, and enter custom text.
- Field Value: Used for dynamic values, commonly the name of the Sales Rep who services the Customer or the sum of the price of all products on the invoice. These dynamic values change on each invoice.
To Select a Field Value: Using the Field Name drop-down, click to select a field to display dynamically.
Review other properties to ensure appropriate display and click 'Apply' when complete.
Using drag and drop, select field to populate with data from Encompass (such as customer address, telephone number, etc.). Click and drag the label element inside the header section.
Click and drag to reposition Labels (Custom Text or Field Values) as needed.
TIP: Preview how the changes look and display using an existing Invoice Number by pasting/typing it in the 'Invoice Num' field and click the Print Preview button.
Editing Tranactions Section
The Transaction Section is where the transactions of the invoice are displayed. Here is where quantities, pricing, discounts, and charges are displayed.
NOTE: Make sure to click inside the transaction section to activate it.
To Delete a Column:
Select the Transactions section and locate Transaction Properties in the right side panel.
Click to a column to delete.
Click DeleteThis Column and click OK.
Click Save to complete the changes.
To Add a Column:
Select the Transactions section and locate Transaction Properties in the right side panel.
Enter the width of the new column and click Add.
Click Save to complete the changes. The new column will be added as the last column to the right.
- Set Column Header: Enter a column header label by clicking on the top cell, then check the box at the end of Field Name, and enter custom text.
- Set Column Values: To select a field value, Click the first field on the newly added column and select a field to display dynamically from the drop-down list provided
Click Apply when ready
Apply Group or Order By Logic:
Select the Transactions section and locate Group/Order By in the right side panel.
Click the Drop Down List and select a Group/Order By on the list.
Click Add when complete
NOTE: Order By's can be sorted in Ascending or Decending order using the toggle switch.
Editing Footer Section
The Footer is at the bottom of the invoice, it usually includes invoice totals and AR information.
Select the Footer section and review editable options in the right side panel.
Click to explan a section or add a footer-specfic widget.
Click Save to complete the changes.
NOTE: Changes are not displayed for invoices unless they are saved. Clicking Apply only changes the view in the editor, but does not apply changes to the template selected.