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Last updated: | Applies to: | In industries: | Of versions: | Special contents: | ||||
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20140217 (Andy) | Pro, MultiUser, MultiSite, MultiView |
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9.1 (and higher) | Sample templates |
Once you have selected a Custom invoice header or footer
, the Invoice Editor will open. This article explains how to use it...
- is the selection tool; use it to select elements within the editor in order to move them around or resize them.
- , , & are drawing tools for drawing shapes of their respective types.
- is the text tool, allowing you to draw a text area within which you can enter custom text, or database references (see , below).
- is the picture tool, allowing you to draw an area where you can insert an image - such as your company logo, or a background image. Once you have drawn a placeholder for your image, right-click it and select to replace the default (coffee cup) image with your own.
- provides standard layering tools.
- provides standard object alignment tools.
- provides various options, including the ability to Import a previously created design (via the option), save your current design (via the option), open the panel, as well as a number of selection, layering & alignment tools.
- Show grid hides / shows the background grid. This grid will not print (even if shown in the editor); it is merely to assist you with aligning elements.
- lets you preview your design with all references displaying rendered data. In other words, if you have a database reference that displays your company name, clicking (and ) will toggle between displaying the reference, vs. displaying the actual data that is being referenced.
- Note: While you can reference items (images) on the Pictures table here, their size cannot be adjusted. As such, we recommend using (as explained above) if you wish to add an image to your invoice header or footer.
will display a list of database references that you can insert into your invoice header or footer. Upon generation of the invoice, these references will be replaced with the relevant data from the database.- Right-clicking within the main editor window will allow you to Import a previously created design (via the
option), or save your current design (via the option).- closes the editor and saves your design.
- closes the editor but does not save any changes you have made.
If you've accidentally over-written the default invoice footer or need something to start your design with, try our template below. Simply download the file to a safe place on your computer and install it by opening StorMan's invoice editor (shown above), right-clicking in the main part of the editor, selecting
, then choosing the file you downloaded below.Related articles: | Article tags: | How did we do? | ||
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