Invoice Template Editor
Bill Engine gives you the option of creating invoices and saving them as templates. You are able to insert records and change default fonts, colors, table styles, and more to meet your needs. It allows you to prepare invoices effortlessly, to adapt them to your own style, and use any of them as a template for future invoices.
Creating an invoice template
- Select Invoices in the Manage Bar.
- Select Style > Template Editor in the Bottom Bar.
- Click the Add button in the Bottom Bar, and a new template will appear.
- Enter the name of your invoice template in the Name field on the right.
- Choose an effect for the invoice background:
- None: Leave this option checked if you do not need a background.
- Color: A new box appears. Click on the box, and the default Apple Color sheet will appear. Choose the color for the invoice background.
- Gradient: Two boxes and a double arrow appear. Double click on the boxes to choose the colors. To change the direction of a linear gradient, use the Angle wheel or field.
- Image: A new box and two additional options appear. Click Choose to open a picture from your computer and insert it in your template. Select the position of your picture in the invoice: Center, Scale to Fit, Fit Inside, or Stretch.
- Drag and drop the information buttons on the right onto the invoice page. Text boxes will appear, replacing the dragged elements. Arrange the boxes on the page appropriately. Double click on a specific text box to insert text.
- To add additional text boxes, click on the Text icon in the Bottom Bar and add additional information to your invoice, e.g., the slogan of your company.
- To add shapes, click on Shapes and place the inserted shape anywhere on the page.
- To change the color of a default shape, mark the shape and click on Colors. The default Apple Color sheet will appear. Choose a color for the shape.
- To change the fonts, click on Fonts. The default Apple Fonts sheet will appear. Edit the text of your invoice.
Invoice text boxes options
- Invoice Number
- Invoice Date
- Due Date
- Your Info/Your Logo: This information will be taken from Preferences, so you should first enter it there. Your Info consists of seven items: your name, your company, your company ID, your tax ID, your phone, and your email. You may delete one or more items, e.g., your phone number, and it will not be included in future invoices created with this template.
- Client Info: This information will be taken from the Clients list after you specify the client in your invoice. Client Info consists of five items: full name, company, phone, email, and company. You may delete one or more items, e.g., client's phone, and it will not be included in your future invoices using this template.
- Invoice Items: This field consists of six columns: SKU, Description, Units, Tax, Unit Price, and Cost. To remove one or more columns, select the text box, and the column list will appear below the Table Style field on the right. Uncheck the appropriate column, e.g., Description, and it will not be included in future invoices created with this template.
- Invoice Items: This field consists of six columns: SKU, Description, Units, Tax, Unit Price, and Cost. To remove one or more columns, select the text box, and the column list will appear below the Table Style field on the right. Uncheck the appropriate column, e.g., Description, and it will not be included in future invoices created with this template.
- Total Amounts: This field consists of five rows: Subtotal, Tax, Tax 2, Discount, and Total. To remove one or more rows, select the text box, and the list of rows will appear below the Table Style field on the right. Uncheck the appropriate item, e.g., Tax 2, and it will not be included in your future invoices created with this template.
- Invoice Items/Total Cost: When creating these tables, you have five different styles from which to choose. You can, for example, remove the borders from the tables (Style 1) or add a line above a table (Style 3). Try each style and choose the one you prefer.
- Page Number
- Invoice Comments