When im in the designer area and move and add what I like, I save it and then go to a new invoice and it looks nothing like what I have done. I assume it is picking up a different template? Where do I change this please? Have clicked pretty much every where lol
Hi @David_McNae
Have you used the CSS through the invoice gallery to change any of the invoice at all? Some things such as colours, or titles will be overridden by the CSS.
If you have a Power User Subscription, it is possible to use different trading styles, which can use different templates. Have you set this up? If so, Iâd double check the client youâre creating the invoice for.
Hi, no I am a free user. Can I not edit the invoice then? No problems if not, have sorted a work around.
Of course you can edit the invoices, thereâs just a few ways to do it.
The main way is to use CSS (we have a guide on this in our knowledge base if youâre a bit unsure). To access this, on your invoice previous screen, click the green invoice gallery button (top left):
And then click âcustomise this styleâ above the template you wish to edit:
This will allow you to move things, change colours and more.
The other place to edit invoices, such as invoice settings is by going to Account Settings >> Design Customisation, and selecting the invoice editor:
Then just follow the instructions on screen.
Hope that helps!
I dont have the sales gallery option and if I go to the CSS invoice designer it wants me to become a power user
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The invoice gallery button is on the invoice preview screen. If you create an invoice, and click âsave and previewâ, this option will appear in the top left corner (see my screenshot above)
[Edit]
If you manage to access your CSS editor, then there are some tips in our knowledge base to help you make some basic changes:
http://community.quickfile.co.uk/c/knowledgebase/design
Brilliant. Thank you, sorry for being a pain!
Hi, Iâm a paid subscriber to QF and wanted to know how I can change an invoice that has already been filled out with transactions to my other template design without having to start again?
Cheers
Phil
Hi @Phil_Broom
If you preview an invoice, you can use the âInvoice Style Galleryâ option to change the design.
This can be done at any stage of the invoice - draft, sent, paid or other.
Hi, sorry didnât explain the question properly. Iâve have 2 invoice templates for 2 different businesses within the same company. How do I change the template with all the entered financial details of that invoice to the other template?
When I click on âInvoice style galleryâ my template isnât listed, just the range, such as Eco, Modern, Neon etc
Many thanks
Phil
Hi @Phil_Broom,
Have you had a look at trading styles? Custom Trading Styles
This may work for what youâre wanting?
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