Setup Wizard - Invoice Layout

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Step 3 gives you the opportunity to select from different style and layout invoices, we currently have a selection of portrait layouts and a landscape layout with further options for each.

 

The portrait layout allows you to customise the letter head and provides an overall more flexible invoice allowing a huge amount of list items per invoice, whereas the Landscape layout is fairly limited such as not allowing the header to be customised and limiting the space for labour / parts list items.

 

A Separate advisor sheet can be printed, rather than it being included on the bottom of the invoice, however this is only applicable to portrait style 1 and style 9

You can also choose to print a paid stamp on invoices which are showing as paid in full, although this is not currently available when using Style 9 or any Landscape layout

 

 

Below is a quick comparison of the different styles, an x in the box indicates which style contains this ability

 

 

Style

1

2

3

4

5

6

7

8

9

Landscape

 

x

 

x

 

 

 

 

 

Portrait

x

 

x

 

x

x

x

x

x

Customisable Letter Head

x

 

x

 

x

x

x

x

x

Over 200 Line items per section

x

 

x

 

x

x

x

x

x

Dynamic Size and Page Length

x

 

x

 

x

x

x

x

x

Multiple pages

x

2

x

2

x

x

x

x

x

Offset customer address (for envelopes)

x

x

x

x

 

x

x

x

x

Grey section headings

x

x

 

x

x

x

x

x

x

Dividing Lines between each list item

x

x

x

x

x

 

x

x

x

Vehicle Details section across the page

x

 

x

 

 

x

x

x

x

Vehicle Details section in the top right

 

 

 

 

x

 

 

 

 


 

 

 

 

 

 

 

 

 

Can contain Description of Work

x

x

x

x

x

x

x

x

x

Can contain Terms & Conditions

x

 

x

 

x

x

x

x

x

Can contain advisors on same sheet

x

x

x

x

x

x

x

x

x

Can contain advisors on separate sheet

x

 

 

 

 

 

 

 

x

Dynamic Totals (show only what is required)

x

 

x

 

x

x

x

x

x

Can display both available vat rates

 

 

 

 

 

 

x

 

 

Totals wrap to bottom of the page

 

x

 

x

 

 

 

 

x

Can print a paid stamp

x

 

x

 

x

x

x

x

 

 

 

The Additional options tab lets you specify the details which will be printed at the top of the invoice, by default these are Registration, Make & Model, Chassis Number, Engine CC and Mileage, however you can change these to another field as required.

 

 

 

 

 

 

 

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