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Can I adjust the invoice layout?

You can adjust the invoice layout. There are some aspects that you cannot change.

Page Layout

  1. Click the Options button on the toolbar
  2. Select Page Layout from the list on the left
    • Select the Paper Size from the dropdown list
    • Enter a height for your logo in the Logo height textbox
    • Set the Margins using the textboxes
    • Select settings for Windowed Envelopes
  3. Click the Preview Layout button to view your changes
  4. Click the OK button to save your changes

Page Styles

  1. Click the Options button on the toolbar
  2. Select Page Styles from the list on the left
  3. Select a template from the dropdown list
  4. Click the Preview Template button to view the template
  5. Use the default colors or use the Color #1 and Color #2 buttons to customize the color settings
  6. Borders Tab
    • Add a frame
    • Add header or footer lines
  7. Text Tab
    • Use global text attributes
    • Set text attributes for each section
      • Font
      • Font Size
      • Style
      • Color
      • Alignment
  8. Accents Tab
    • Use global text block accents
    • Set accents for each text block
  9. Positioning Tab
    • Use the selection grid to position each element of the header
  10. Use the Shade every other line on the item list checkbox to turn shading on or off
  11. Click the OK button to save your changes

Invoices, Quotes, Orders, Credit Notes, Packing Slips, Statements

  1. Click the Options button on the toolbar
  2. Select Invoice, Quote, Order, Credit Note, Packing Slip, Receipt, or Statements from the list on the left
  3. Use the checkboxes, dropdown lists, and text boxes for each selection to make modifications
  4. When you are finished, click OK to save your changes

 

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