how do i customize an invoice template in word

#How do i customize an invoice template in word password#
#How do i customize an invoice template in word download#

Past Due Open Balance in the last 30-60 days Will show totals both with and without voluntary fees.* Text field, used in combination with TotalDue only.*ĭisplays total without including voluntary fees.* Total actually due on the invoice if, for example, a payment has been made against the invoice.* Total of all amounts applied against the invoice, including payments, credits, discounts, refunds and write-offs Shipping costs for the items included on the invoice. Sales tax calculated on the items included on the invoice. Subtotal of the fee items included on the invoice.* Invoice Message, added to the invoice when the invoice was created. Purchasing Individual’s Primary Business (if applicable).īilling Address Line 1 and 2 on same line. The name of the Purchasing Organization (if applicable), otherwise name of purchaser will show. This is the web-site address for your association/chamber. This is the email address for your association/chamber. This is the fax number for your association/chamber. This is the telephone number for your association/chamber.

This is Address 2 for your association/chamber. This is the name of your association/chamber. The table below describes the fields available for invoice templates if there is an *, see the Notes below the table for special instructions. Other fields may be added manually by editing the invoice. Many of the fields are included on the default invoice. When using merge fields on invoices, the system will look to the invoice(s) for the appropriate information to be included via merge fields. You will now be able to choose this template where applicable. Click Choose File to navigate to your saved copy and upload.Click Enable Editing and make desired edits.

#How do i customize an invoice template in word download#

To edit the copy, click the download icon in the Actions column.

You can now choose this template where applicable.

#How do i customize an invoice template in word password#

Enter your GrowthZone username and password to launch the document. You will be taken to the document editor login. The Open URL:Word Protocol dialog box will be displayed.

To view the template, click the pencil icon ( Edit Template Document).

A copy of the template will be available in the list of templates.

Click OK in the confirmation dialog box.

Click the copy icon for the template you wish to view/modify.

A list of existing templates will be displayed.

Click Document Generation Templates in the Document Generation section.See Viewing and Editing Document Generation Templates in Action! View/Modify Invoice Template (PC Instructions) MAKE SURE TO UPLOAD A LOGO TO THE FINANCE GENERAL SETTINGS THAT IS THE PROPER SIZE to ensure your logo will fit in a standard window envelope! Recommended size is MAX 500px wide by 150px tall. NOTE: invoice templates have a merge field that will pull in your logo if one is not uploaded in your Finance General Settings. You can use this default template, or modify it to meet your business needs. The steps described use the default invoice template as an example, but follow the same steps to customize other billing documents. A standard invoice template (Invoice.docx) is built into the software. Within your database you will be able to define the templates that you wish to use for invoices, statement, credit memos, etc.