How To Customise Your Customer Invoices

Sending invoices is a major role for a business owner, without them, you don’t get paid. Cashflow Manager has the functionality to customise how your invoices look. By using a customised layout, you can add on a logo or image, personalized messaging, payment terms and payment information.

The Customised Layout function is located in the Invoice Manager module under the Tools menu.
In there you have the option to customise Invoices, Adjustment Notes, Picking Slips, Purchase Orders, Purchase Invoices, Receipts and Statements.

To start customising, click on the Invoice option and select an empty layout to load. You will then see the customisation page.
The page is split into 3 sections: Header, Details and Footer.
*please note: you cannot move a text box/field/logo from one section to another.

The two key things to remember are:

  • The text boxes (dotted line boxes) print with what they read.
  • The solid blue boxes are ‘fields’ this means they print the information that is specified in the writing.

IE. A field stating ‘Invoice Code’ will print with the invoice number, and the text box infront of that reading ‘Invoice number:’ will print Invoice number:

Adding a text box:
Text boxes are commonly used to add in bank details, terms of payment or personalized messages. To add one, right click on the page where you want the text to show.
Then select [Add Textbox]. This will populate a [Label #].
Click on the label and select the ‘Text’ box under the name and property grid to the far right of the screen.
Click the [Label #] under the property grid and type in what you want to appear on the invoice and press enter on your keyboard. Using the grid you can change the font, colours and size of the text.
You can then click and drag the text box where you want it to appear within your selected area.

Adding a data field:
Data fields are used to produce data from either your business information, your client’s information, or from the invoice you are generating.
To add in a field, you first need to add a text box. Right click in the area you want the field to appear. Then select [add text box]. Once the text box is added, select it and on the name/property grid to the right, click on the [Data] property drop down, select [True] and press enter on your keyboard.
This will change the text box to a data field. You can then right click on the field on the layout and select what data you need it to generate.

Adding a logo/picture:
To add your logo, right click in the header section and select [Insert Picture Box]. A square will appear in the layout which you would then right click on and select [Set picture]. You would then select your image file and open it.
To adjust the size of the logo you would use the Name/Property grid to the right. There you can adjust the height and width numbers to suit your logo image.

Saving your layout:
To save the layout, click on the [Save layout] icon from the toolbar or click the [File] menu and select Save Layout.
You can then set the layout as active by going to the [Tools] menu, click [Options] and in the ‘Customised Layout’ section, select your new layout and click [Save].

For more information, click here to view the guide.

Comments (6)

  • Jack Van Tatenhove Reply

    I use CFM 10. My invoices allcome up as Draft- how do I delete the word draft? I also need to unfinalise an invoice and cant locate the unfinalise at the bottom of the invoice. Tools menu wants me to select an invoice but doesnt allow any input

    12/09/2019 at 9:34AM
    • Madi Reply

      Hi Jack, Draft comes up on invoices that arent finalised. If you go through Tools and unfinalise, you need to click on the drop down box and select the invoice number. Also, invoices that arent finalised will not show in this list.

      12/09/2019 at 10:26AM
  • Scott Reply

    Madi
    Since Windows 10 I have not been able to email invoices through office outlook. Is there any solution

    18/07/2019 at 6:04PM
    • CFM_Kelly Reply

      Hi Scott you would need to make sure the default setting on the PC for email is still set to outlook. If this is not the case please send an email through to info@cashflow-manager.com for further troubleshooting.

      29/07/2019 at 1:49PM
  • michael Reply

    Does anyone ever answer the phone. Sick of waiting for to answer query

    18/07/2019 at 3:30PM
    • CFM_Kelly Reply

      Hi Michael if you are having trouble getting through on the phone please email info@cashflow-manager.com with your query and will get it sorted for you.

      29/07/2019 at 1:50PM

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