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How do I create an Invoice Template ?


The easiest way to create a new template is to work from one of the samples provided within SimplyFi.

Click on the appropriate templates page link from the main Finance Admin Area (ie: Document Templates for Invoices, Quotes or Credit Notes) and click the "Add" button below the filter panel.

If using the TinyMCE editor Control, click on the first button (left side) of the TinyMCE toolbar to expand all toolbar controls. Then, Click on the "Templates" icon, highlighted in the image below. 


Select the appropriate template from the drop down list and click "Insert". (Shown in green below)


If using RadEditor, select the "Template Manager" icon (Highlighted below) and select the appropriate template from the template manager window that loads (shown in the second screenshot below).


Click the Insert Button to insert the sample template.


Once you have a sample template Inserted, you are able to modify the layout, or content of the Template using standard HTML.

Please refer to the Help documents for more information on creating and editing templates.

Thursday, May 26, 2011, 11:34:27 AM