You can configure the structure of the various templates BrightBooks offers. You can both add, remove or modify pre-configured or custom sections within the templates. There are many different ways of configuring templates. To view the steps to configure templates, click on the links below.
Customising Templates
You can add custom sections to templates. To add custom sections, complete the following steps.
1. Log in to BrightBooks. The Business page appears.
2. On the Business page, locate the required business by completing either of the following steps.
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- In the Search box on the top right corner, enter the name of the business fully or partially and click 'search'. The business summary will appear under the Select a Business heading.
- The business summary is available under the Select a Business heading. If you cannot find it, at the bottom-right corner of the page, click 100 to increase the number of records to be displayed on the page. The business summary will be available under the Select a Business heading.
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3. Under the Select a Business heading, click the name of the business.
4. The Customers page appears. On the Customers page, from the left panel, click Settings. The Settings page appears.
5. On the Settings page, under the INVOICING/PRINT TEMPLATES heading, click Transaction Other Information.
6. The Transaction Other Information Definition window appears. To add custom sections, on the Transaction Other Information Definition window, click [Add].
7. On the Add Other Information window, enter the following details.
| FIELD | STEP |
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| CAPTION | Enter the name of the custom section. For example, a customer's birthday. |
| FIELD TYPE | Select the input type for the section. For example, for section P35 exempted, the input will be Yes/No. |
| FIELD SIZE | Enter the maximum field size for the input. Not applicable if you select Yes/No or Date in the FIELD TYPE field. |
| DECIMAL PLACES | Enter the number of decimal places. Not applicable if you select Yes/No, Text or Date in the FIELD TYPE field. |
| SHOW ON | Select whether you want the section to appear on the Grid or Advanced section of the template body. |
| Show Total | Select, if applicable. |
| Print on invoices | Select if you want the custom section to display on invoices. |
8. To save the custom section details, click [Save].
Configuring Print Templates
BrightBooks offers templates for different types of documents such as invoices, credit notes, receipts and quotes. The template sections are divided into areas such as logo, header and columns. You can configure the contents or subsections within the template sections so that the changes are reflected in the print document. To configure print templates, complete the following steps.
1. Complete steps 1 to 4 as given in Customising Templates.
2. On the Settings page, under the INVOICING/PRINT TEMPLATES heading, click Print Templates. The Print Templates page appears.
3. On the Print Templates page, click the required template, for example, Quotation Template.
BrightBooks offers more than one layout for the templates. To use other layouts, select the
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4. The template page appears. On the template setup page, click the required tab, for example, Logo to add your logo to your Invoices etc, or header details and tick show VAT and make the required configurations.
5. To save the configuration, click [Save].
Removing Banner Notices from Invoices
You can remove the 'paid/unpaid' banner notice from sales invoices by going to Settings > Print Templates > Sales Invoice Template > Header Details and unticking the 'Show Status Banner' option. This will stop the banner from showing on issued invoices.
Providing Bank Account Details on Invoices
You can provide you Bank Account Details on the printed preview of a Invoice or other Templates.
1. Click on the Settings button from the top right-hand side.
2. Under the Invoicing/Print Templates heading select Print Templates.
3. Select the preferred Template such as Sales Orders or Invoices.
4. After opening the Template type the Bank Account Details button will appear on the bottom left-hand side.
5. Enter the Bank Details for that Template then press OK and SAVE.
Configuring Invoice Columns Adding
You can configure the columns or sections that will be displayed on the invoice and their position confirmation. To confirm invoice columns, complete the following steps.
1. Complete steps 1 to 4 as given in Customising Templates.
2. On the Settings page, under the INVOICING/PRINT TEMPLATES heading, click Invoice Column Setup.
3. The Invoice Setup window appears. On the Invoice Setup window, do the following:
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- To show or hide a column, select the corresponding checkbox.
- To set the position of a column in the invoice, from the POSITION list, select the position.
- To set the width of a column in the invoice, from the WIDTH(PX) column, enter the width.
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Some columns such as the Product and Description are permanent columns on the invoice and cannot be hidden.
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4. To save the setup, click [Save].
Additional Columns to Invoices
It is not possible to add additional/customised columns to the Product-Based Invoice outside of the options available within Invoice Column Setup. Additionally, these invoice column changes only apply to Product-Based Invoices and not to Quick Invoices.
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