Setup Wizard - Invoice Layout
Set up wizard - 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 |
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Landscape | ![]() |
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Portrait | ![]() |
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Customisable letterhead | ![]() |
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Over 200 Line items per section | ![]() |
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Dynamic Size and Page Length | ![]() |
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Multiple pages | ![]() |
2 | ![]() |
2 | ![]() |
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Offset customer address (for envelopes) | ![]() |
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Grey section headings | ![]() |
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Dividing Lines between each list item | ![]() |
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Vehicle Details section across the page | ![]() |
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Vehicle Details section in the top right | ![]() |
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Can contain Description of Work | ![]() |
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Can contain Terms & Conditions | ![]() |
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Can contain advisors on same sheet | ![]() |
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Can contain advisors on separate sheet | ![]() |
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Dynamic Totals (show only what is required) | ![]() |
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Can display both available vat rates | ![]() |
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Totals wrap to bottom of the page | ![]() |
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Can print a paid stamp | ![]() |
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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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