Overview
This article aims to educate readers on the purpose of the invoice layout component of invoice templates.
Admin > My Invoice Template > Invoice Layouts
Invoice layouts give service providers the ability to perform customisation on the invoice template over and above the invoice layout type and the invoice design settings. Service providers can customise the following aspects of invoice template in this section.
- The design / layout that will be used
- colour scheme and logos
- physical, postal and payment addresses - Do not use unstructured addresses for this information. Please use either the Standard or Complex address formats.
- organisation details, such as ABN
- contact numbers and email addresses.
- bank and/or BPAY account details.
- Cost centre default key
- AusPost BillPay and Scan and Pay settings.
- Call itemisation settings
- Custom message (Image or text)
The invoice layout is linked to the customer, as opposed to the invoice design. Only once a customer has a invoice layout set against their customer account, an PDF invoice can be generated. Choosing an invoice layout is mandatory when creating a new customer. |
Invoice Layout Configuration
By default, service provider accounts are created with an empty default invoice layout. This layout needs to be configured before any invoices are generated.
Click the links for help on each section of the invoice layout.