9/5/2023 0 Comments Create invoice in xero![]() ![]() If the field code is in a narrow column within a table, when you toggle to show the whole code, it will still show as abbreviated. They may not upload correctly if you edit in GoogleDocs. You need to be working in MS Word for these field codes to be inserted. Of course you can exchange “UnitAmount” for whatever field you are using, and you can exchange “#,#0.00” for whatever number format you want. For Decimal Places the full code should look like this: Of course you can exchange “InvoiceDate” for whatever field you are using, and you can exchange “dd MMM yyyy” for whatever date format you want. For Dates the full code should look like this: However, sometimes when you select Toggle Field Code to see the codes to change, there is nothing there so it’s hard to know where to start. Xero has a great help article on how to adjust the date format, as well as the number of decimal places in a custom template in Xero. Untick the box so that the single row will stay together. Then use the table formatting option as shown below. Simply add all the lines you want to stay together inside one row in the table. This is also easily fixed in the table format. For example the 3 lines Subtotal, GST and Total split so that the Total might be the only line showing on page 2. Sometimes rows that you want to show together get split across a page. Keeping lines together (Subtotal / GST / Total) In the Table Properties dialog box, on the Row tab, select the Repeat as header row at the top of each page check box.In the table, right-click in the row that you want to repeat, and then click Table Properties.Under Table Tools, on the Layout tab, in the Data group, click Repeat Header Rows.The selection must include the first row of the table. Select the header row or rows that you want to repeat on each page.Search “Repeat Table Header on Subsequent Pages” in Word and you will find a couple of ways to do this. ![]() This is easily fixed with Table Formatting. This can be an issue if you have long invoices that go for multiple pages i.e. When you change to a Table format you will find the Column Headers only print on the first page. I like to use a table with borders showing to get the spacing the columns I want, and then remove the borders when I'm happy with the result. If you only want your logo and header brand on your first page there is no reason I have found to add a header. The easiest way is to highlight the entire header (the picture holder is inside the header) and delete that. It can be difficult to remove in the usual way as Rightclick/Delete does not remove it. It seems this is intended to make it easier for you to upload a logo but I have never found it helpful. The sample Custom Invoice has a place holder for a picture in the header in the first page. «TableStart:LineItem»«ItemCode», «Description» «Quantity» «UnitAmount» «TaxPercentageOrName» «LineAmount» «TableEnd:LineItem» are just some of the list of codes available. But between these codes, you can re-order, move, copy and delete any you don’t want. Ensure you start with TableStart and finish with TableEnd codes. I find it easiest to work with the table with borders showing, and then remove the borders at the end. Having the Description Field go across the entire width of the page, and the other fields in a row below.Widening the Description Field and removing the Quantity Field.You can easily adjust the width of the columns as well as removing any columns you don’t want. Add in a new Table with the number of columns you want, and copy/paste in the Field Codes to the columns in the table. Replace the default format for the item rows with a fresh new Table Format. Use a fresh new Table Format for the Line Items (remove default) Here are my top troubleshooting tips for the most common issues encountered when creating Advanced Invoice Templates in Xero. The options for how templates can be created are extensive, not only for Invoices but also Statements, Quotes, Purchase Orders, Packing Slips and other similar documents. The second is for a high quality sign company needing the reference field to show as "PO Number, changes to spacing and ordering of the data columns (description made wider), the number of decimal places in the Unit Price increased to 4, a page number added, and a custom footer to repeat on each page. The first is for is a quality brand photographer needing an invoice to match the style of her brand. The potential is just about unlimited with Advanced Invoice Templates created with MSWord. Many businesses want Invoices and other documents from Xero to show their own brand - something different and distinctive from a standard Xero document. ![]()
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