Custom Documents

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Creating an Invoice Custom Document

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Best Suited for:

  • Back Office admins who customize invoicing presentation and branding
  • Accounting admins
  • Users involved in financial activities

Important Information:

  • A Custom Document is a PDF that can be printed or emailed to customers
  • The Default Template is used for all invoices unless overridden manually or at the customer level
  • Tags are dynamic placeholders that auto-fill with invoice or company-specific data

Strategic Workflow:

  • Enhances professionalism and consistency in customer-facing documents
  • Allows for tailored layouts, branding, and data presentation

Process Description:

  1. Navigate to the My Office > Custom Documents section
  2. Create a new invoice template
  3. Insert a base layout and customize it
  4. Add tags and formatting
  5. Save and preview the document

Step-by-Step Instruction:

Step 1: Creating a New Invoice Template

Go to My Office > Custom Documents
Select the Invoices
Click + New
Type in the Template Name
Set the following options to Yes as needed:

  • Set as Default
  • Active

Click Insert template Select Standard Job Template Click Ok

This template includes a basic layout you can customize further

Step 2: Customizing the Template

  • Add or delete rows
  • Change colors and text
  • Insert tables, images, or links
  • Right-click to access formatting options like:
    • Insert Row/Column
    • Delete Table
    • Cell Properties
    • Table Properties (e.g., width, padding, alignment)

Step 3: Adding Tags

  • Use the Search Tags panel
  • Place your cursor within the document, where you want to insert the tag and double-click the tag and it will place the tag into the template
  • You can also click and drag the tag into the template

Tags auto-populate with data from the invoice or company profile.

If using the job tags, make sure to utilize the jobs begin and jobs end tags

Step 4: Adjusting Rate Table Settings (Optional)

  • Choose what to display:
    • Product/Service Picture
    • Line Item Name
    • Description
    • Quantity
    • Rates
    • Line Item Total
    • Tax %
    • Line Item Total w/Tax
    • Show Taxes
  • Customize Tags Style:
    • Border Style
    • Header Colors
    • Text Size
    • Column Widths

Step 5: Finalizing the Document

Click + Add Page to insert additional pages if needed
Adjust Page Setup:

  • Margins
  • Layout
  • Page Numbers

Click Save Template
Click Preview to review the final layout

To copy an existing custom document, see Copy Custom Document Article