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Sneak preview: New invoice styles gallery

We’re currently in the process of building a new invoice gallery with access to a bunch of predefined templates. Here’s a sneak preview from our development system:

If there’s one thing we’ve learnt over the years is that people love to customise, and they do so in ways that we are never quite able to second guess. With the invoice styling we’ve always just bolted on options in a very ad-hoc fashion. We want to try and avoid the perils of feature fatigue so a slightly different approach was in order.

In addition to these predefined templates we will also provide more advanced users access to an inline CSS editor, so you can customise until your heart is content.

Obviously CSS is not something that will be accessible to all users, but it does provide a good solid foundation for customising templates. Also simple colour changes, positioning and dimensioning is not to difficult to grasp even for novice users.

We plan to beta test these new tools in the forthcoming weeks. Feel free to register your interest here and I’ll update you when the tools are available.

Yes please to the beta list

Yes please - to be a beta tester!

The new invoice style gallery is now available for beta testers. @Healthpay and @BanksyBoy I have enabled this feature on each of your accounts. You can access the gallery in any invoice preview screen by clicking the green button in the top left.

You can customise any of the predefined styles by selecting the orange “Customise this style” button.

Let me know how you get on!

Thanks, it looks very good at first look. I have already adopted the Neon style because it matches our company colours fairly well!

I had a look at the CSS editor, but the link for help with the editor just takes you back to viewing the invoice

Is it your intention to integrate this with the account/invoiceStyle.aspx editor at some point, or does the new one replace this?

Yes the link to the help file is a work in progress at the moment… We should have this ready by tomorrow.

We intend to keep all the general controls in account/invoiceStyle.aspx for the time being, this area will cover all the visibility settings and text based customisation (footers, labels etc). The new gallery and CSS editor provide an additional layer of aesthetic control which allows for a great deal of freedom through the medium of CSS.

Eventually we will allow custom styles to be applied to specific invoices and clients, but we’re a little way off that at the moment. Also some work needs to be done in relation to bringing these two areas together.

Overall excellent…

Here are some quick, personal observations:

  1. Would recommend having client address LHS and sender RHS to fit window envelopes. I have figured this can be tweaked in the CSS which leads me to point…

  2. Where the CSS editor slides stays present whilst scrolling up and down I cannot get to the SAVE button!

Many thanks for the beta access, look forward to tweaking more.

PB

1 Like

Yes perhaps that should be the default, I’ll have a think about that. Many of these templates won’t work with our own iMail service (which goes into a windowed envelope) mainly due to the address been too high rather than the horizontal position.

What resolution screen are you using, are you saying the “Save” button is never visible?

CSS editor APPLY / SAVE etc. buttons are only briefly visible when I use overall window scroll. Resolution is 1280 x 720.

Mmm I think you’ll be chasing the button down the screen unless we have the CSS editor scale properly. Leave this with me!

We’ve fixed the editor window, it should no longer mask the buttons. Let me know if that works for you? I’m working on a guide at the moment to show how various styles can be applied, I’m hoping to have that ready later today.

Thanks @Glenn, yes, CSS editor buttons nicely visible now!

Have found another possible area to be looked at: Uploaded logo appears to be original size so underlays the text on most styles?

PB @BanksyBoy

Yeh I see what you mean…this will definitely require some CSS intervention. I’ve manually fixed this for you, I’m pretty sure this will crop up a lot so I’ll need to have a look at a better solution to this problem. Rectangular logos should be ok but square ones may risk overlapping.

Thanks again.

@BanksyBoy

Just to let you know, the CSS editor guide is now available to view in our knowledgebase:

10 Basic CSS tricks for styling your invoices

OK, I have had a good play. I admit I did know a bit about CSS before, but I read your CSS editor guide and it is very clearly written and helpful

However the “F12 to peer into the page markup” needs a bit more elaboration, because there is so much on the page in the way of Quickfile menus and buttons etc that the user needs a bit of help to find the invoice bits they want.

I have successfully copied your neon template and amended the colour to my corporate colour, and all is working very well, thanks.

Yes please to the Beta List

Would also love to give this a go! Count me in! :slight_smile:

Like the look of this too! However I think there needs to be more warning as to the templates that are not compatible with iMail

The only template that will work with iMail (without modification) is the “Standard” template. We did consider this when designing the new system and any user sending via iMail will see a warning and a shaded red box as a way to verify that the recipient address position is compatible with iMail.

I will add some clarification to our help file on this matter today, I’ll also add some additional notes on the debugging tools John mentioned. If you’d like to use one of the other styles and retain usage of the iMail service you could always reposition the address. I’m happy to advise on how this can be done.