Multiple Invoice Layouts for different Trading Divisions

Impressed by Quickfile - great job !

I would like to use 2 different invoice layouts, based on 2 different trading divisions within a Ltd Co. with different logo header and different footer.

Can I do this ?

How do I select the invoice layout for the relevant trading division when creating the invoice ?

No, however there has been mention of it being developed in the near future. For now you would have to set up 2 separate Quickfile accounts to achieve what you want.

This has been mentioned a few times so there should be a few topics on the subject on the forum.

Thank you Lurch
Different QF accounts don’t work for me sadly.
Here is my work-around. It requires some basic skills but nothing too hard.
I based this on the Standard template.

  1. upload one of the trading division brand logo so as to avoid annoying “missing logo” notices, but then amend this part of CSS for chosen template as follows. No main logo will be displayed.

    .invoice-logo-img {
    display: none;
    /Set your custom width here/
    }

  2. In Invoice Customisation, choose the invoice notes section and select the option to display above itemised content.

  3. Set contents of Invoice Customisation to be something like this. This standard content will be loaded into each new invoice.

    This invoice is issued by Brand Name 1 ( a trading name of Company Name Ltd.)

    This invoice is issued by Brand Name 2 ( a trading name of Company Name Ltd.)

  4. Complete the invoice details as normal, and then delete from Invoice Notes either first 2 lines or last 2 lines. The default logo will be hidden by Step1 and the relevant brand logo will be shown under the Invoice No/Date table.

When the invoice is previewed and printed, it should show the relevant brand logo.

I have not fully tested this yet, but hope it might help someone.

Actually this would be sightly better as (without typo and right aligning text) as …

<p style="text-align:right">This invoice is issued by Brand Name 1 ( a trading name of Company Name Ltd.
<br><img src="http://domain.com/directory/Brand_Logo_1.jpg"></p>
<p style="text-align:right">This invoice is issued by Brand Name 2 ( a trading name of Company Name Ltd.
<br><img src="http://domain.com/directory/Brand_Logo_2.jpg"></p>

We are about 3/4 complete on the development for multiple trading styles. Once implemented this feature will allow you to create up to 5 different trading styles and assign them to specific clients.

The trading style customisation will allow you to create multiple invoice/estimate templates in Sales >> Invoice Customisation along with something similar in the Client Dashboard Customisation area.

Sounds great, Glenn - just the ticket - look forward to it !

@Lurch @timconsidine We now have now completed the work on supporting multiple trading styles. You can find out more here. It needs a Power User subscription and must be enabled manually per account for now, it’s still very new.

http://community.quickfile.co.uk/t/custom-trading-styles/8831

1 Like

Hi Glenn -could you activate the Multiple invoice layouts for this accounts. Thanks Stephen (for Jacky)

Hi Jacky, I sent you a private message to get some account details.

Hi Glenn, please could you activate the Multiple Invoice layouts for my account please? Thanks! Dave

Hi @dccdesign

This feature is no longer in private beta, so if you go to Account Settings >> Design customisation, you will find the option there:

For general guidance on how this feature works please see here.