Templates in Accoxi

Users can select the available templates for different types of invoices and make them default

Invoice3

TEMPLATES

An invoice is a bill — a document you send when someone owes you payment. ... Invoices serve important purposes for both the sender and the recipient. For the sender, they're a way to expedite payment by notifying the buyer of a balance due. A template refers to a sample document that has already some details in place; those can (that is added/completed, removed, or changed, differently from a fill-in-the-blank of the approach as in a form) either by hand or through an automated iterative process

TEMPLATES IN ACCOXI

ACCOXI enables the user to select, edit and view the invoice models in these settings. Users can select the available templates for different types of invoices and make them default .and click on the edit option if they want to make any changes in the template formats.

Invoice Template

Templates
1. Invoices :

ACCOXI provides 3 types of invoice templates for the user. Users can choose between these 3 according to their wishes and needs

By clicking the default button it will become the default invoice template for the transactions.

If the users want to edit the invoice template according to their business needs, it is possible through the edit option. By clicking on the edit option users can edit the invoice property, header, items and footer.

Template Edit

EDIT OPTION

Using the edit option the selected template can be edited by the user. The edited option includes the following

1.Property option

In this property option, users can see the Template Name and also they can change the font of the selected template by using the “Font Family” option.

Property

2. Header Option

In this header option, the users can change the organization logo color, size, and the sales document name color and size. Also, users can enable or disable the organization logo, business name, business address, business email, invoice number, invoice date, etc.

Header

3. Items Option

In this option, one can set the background color and fore color, and the size of template heads. The users can see the name of the column and can change the label name which, should be shown in the template, and also the width of the invoice columns (total width should be 100%)

Items

4. Footer Option

In this option, the users can enable or disable various heads and also can change the heads name which should be shown in the sales invoice.

Footer

2. Sales order:

ACCOXI provides an invoice template for the user.

By clicking the default button it will become the default template for the transactions.

If the user wants to edit the sales order template, click on the edit option to make the changes and then click on the reset and preview option to reset the current sales order template.

After making any changes to the sales order template use the update button to save the changes made

And click exit to close the window without saving the changes made

 

 

 

 

3. Estimate:

ACCOXI provides a sales estimate template for the user.

By clicking the default button it will become the default template for the transactions.

If the user wants to edit the sales estimate template, click on the edit option to make the changes and then click on the reset and preview option to reset the current sales estimate template.

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

 

 

 

4. Delivery Challan:

ACCOXI provides a Delivery challan template for the user.

By clicking the default button it will become the default template for the transactions.

If the user wants to edit the Delivery challan template, click on the edit option to make the changes and then click on the reset and preview option to reset the current Delivery challan template.

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

 

 

 

5. Credit notes:

ACCOXI provides a credit note template for the user.

By clicking the default button it will become as default credit note template for the transactions.

If the user wants to edit the Credit Note template, click on the edit option to make the changes and then click on the reset and preview option to reset the current Credit Note template.

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

6. Delivery Note

ACCOXI provides an invoice template for the user.

By clicking the default button it will become the default template for the transactions.

If the user wants to edit the Delivery Note template, click on the edit option to make the changes and then click on the reset and preview option to reset the current Delivery Note template.

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

 

 

7. Packing slip:

ACCOXI provides an invoice template for the user.

By clicking the default button it will become the default template for the transactions.

If the user wants to edit the Packing slip template, click on the edit option to make the changes and then click on the reset and preview option to reset the current Packing Slip template.

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

 

 

 

8. Purchase :

ACCOXI provides an invoice template for the user.

By clicking the default button it will become the default template for the transactions.

If the user wants to edit the Purchase Invoice template, click on the edit option to make the changes and then click on the reset and preview option to reset the current Purchase Invoice template.

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

9. Purchase order:

ACCOXI provides an invoice template for the user.

By clicking the default button it will become the default template for the transactions.

If the user wants to edit the Purchase Order template, click on the edit option to make the changes and then click on the reset and preview option to reset the current Purchase Order template.

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

 

 

10. Bill:

ACCOXI provides an invoice template for the user.

By clicking the default button it will become the default template for the transactions.

If the user wants to edit the Bill template, click on the edit option to make the changes and then click on the reset and preview option to reset the current Bill template.

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

 

 

 

11. Debit notes:

ACCOXI provides an invoice template for the user.

By clicking the default button it will become the default template for the transactions.

If the user wants to edit the Debit Note template, click on the edit option to make the changes and then click on the reset and preview option to reset the current Debit Note template.

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

12. Payment Received:

ACCOXI provides an invoice template for the user.

By clicking the default button it will become the default template for the transactions.

If the user wants to edit the Payment Received template, click on the edit option to make the changes and then click on the reset and preview option to reset the current Payment Received template.

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

 

 

13. Payment Made:

ACCOXI provides an invoice template for the user.

By clicking the default button it will become the default template for the transactions.

If the user wants to edit the Payment Made template, click on the edit option to make the changes and then click on the reset and preview option to reset the current Payment Made template.

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

 

14. Journal:

ACCOXI provides an invoice template for the user.

By clicking the default button it will become the default template for the transactions.

If the user wants to edit the Journal template, click on the edit option to make the changes and then click on the reset and preview option to reset the current Journal template.

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

 

 

 

Frequently Asked Questions?

01How do I change my invoice template?

  • Click on settings =>preferences=> invoice template
  • Select invoices
  • Enable the preferred invoice template type by putting tick mark under the corresponding template
  • Click on save

02How do I edit the invoice template?

  • Click on the settings-> preference-> Templates
  • Click on the edit option of the selected invoice
  • Make the required changes and choose the “Reset and preview” option
  • Then click on the Update option

Are you sure,
You want to log out ?