About Style Sheets

Style Sheet are templates used to 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.

An example style sheet:

See:

Creating Sales Item Credit Notes‍ 

Creating Sales Item Invoices‍ 

Creating Batch Sales Credit Notes‍ 

Creating Sales Batch Invoices‍ 

Style Sheet Details

Go to Setup > Invoice Customisation.
 

Note the following header options:

• 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.
  • Batch Credit Note Template
  • Product Credit Note Template
• 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.

Note the following customisation options:

• 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.

The following are found in the bottom right:

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

Creating New Style Sheet and using them as Templates

Create and save as many Style Sheet templates as you like for both batch and item invoices and credit notes. 

1. Click on Add New Style. Name the style and select the document type to apply it to and decide whether it should be a default. Customise the template as needed and save it.
2. Now you can use the style you created as a template. In Load Saved Style, select the template you just created, rename it and make any needed changes. Save it.

Deleting Style Sheets

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

Note that there must be one style sheet set as a default for both Item and Batch types. Therefore, you cannot delete a style sheet if it is the only default. Create or nominate another default and then delete it.

The two System Default Style Sheets: Sales Product Invoice Default Style or Sales Batch Invoice Default Style come as standard defaults to ensure continuity for older pre-customisation users of the system and cannot be deleted.

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 listing grid
• Bulk Email screen
• Report Manager

Elsewhere, the system will use the default.

Style Sheets in the Customer Transactions grid

1. Go to AR > Customers.
   
2. Click the customer Balance to view their transactions details.
3. 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

When emailing sales documents to clients, you can select a style in the Invoice Style field. For more details, see Emailing Sales Invoices and Customer Statements.

Style Sheets in the Reports Manager

The Report manager lets you access any sales documents that were created with your templates.

1. Go to Reports > Report Manager.
   
2. Select the relevant template from the list of reports.
3. Set your parameters and click View.