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Invoice and Print Templates

Invoice and Print Templates

You can configure the structure of the various templates Surf Accounts offers. You can both add, remove or modify pre-configured or custom sections within the templates. There are many different ways of configuring templates. To view the steps to configure templates, click on the links below.

Customising Templates

You can add custom sections to templates. To add custom sections, complete the following steps.

1. Log in to Surf Accounts. The Business page appears.

2. On the Business page, locate the required business by completing either of the following steps.

      • In the Search box on the top right corner, enter the name of the business fully or partially and click . The business summary will appear under the Select a Business heading.
      • The business summary is available under the Select a Business heading. If you cannot find it, at the bottom-right corner of the page, click 100 to increase the number of records to be displayed on the page. The business summary will be available under the Select a Business heading.

3. Under the Select a Business heading, click the name of the business.

4. The Customers page appears. On the Customers page, from the left panel, click Settings. The Settings page appears.

5. On the Settings page, under the INVOICING/PRINT TEMPLATES heading, click Transaction Other Information.

6. The Transaction Other Information Definition window appears. To add custom sections, on the Transaction Other Information Definition window, click [Add].

7. On the Add Other Information window, enter the following details.

 
FIELD STEP
CAPTION Enter the name of the custom section. For example, customer birthday.
FIELD TYPE Select the input type for the section. For example, for section P35 exempted, the input will be Yes/No.
FIELD SIZE Enter the maximum field size for the input. Not applicable if you select Yes/No or Date in the FIELD TYPE field.
DECIMAL PLACES Enter the number of decimal places. Not applicable if you select Yes/No, Text or Date in the FIELD TYPE field.
SHOW ON Select whether you want the section to appear on the Grid or Advanced section of the template body.
Show Total Select, if applicable.
Print on invoices Select if you want the custom section to display on invoices.

8. To save the custom section details, click [Save].

 

Configuring Print Templates

Surf Accounts offers templates for different types of documents such as invoices, credit notes and quotes. The template sections are divided into areas such as logo, header and columns. You can configure the contents or subsections within the template sections so that the changes are reflected in the print document. To configure print templates, complete the following steps.

1. Complete steps 1 to 4 as given in Customising Templates.

2. On the Settings page, under the INVOICING/PRINT TEMPLATES heading, click Print Templates. The Print Templates page appears.

3. On the Print Templates page, click the required template, for example, Quotation Template.

Surf Accounts offers more than one layout for the templates. To use other layouts, click select the Tick here if you need to use more than 1 Layout for your Invoices and other Documents check box.

4. The template page appears. On the template setup page, click the required tab, for example Logo, and make the required configurations.

5. To display bank account details on the template, click Bank Account Details and in the Bank Account Details window, enter the bank account details.

6. To save the configuration, click [Save].

Configuring Invoice Columns

You can configure the columns or sections that will be displayed on the invoice and their positionconfirmth. To confiure invoice columns, complete the following steps.

1. Complete steps 1 to 4 as given in Customising Templates.

2. On the Settings page, under the INVOICING/PRINT TEMPLATES heading, click Invoice Column Setup.

3. The Invoice Setup window appears. On the Invoice Setup window, do the following:

      • To show or hide a column, select the corresponding checkbox.
      • To set the position of a column in the invoice, from the POSITION list, select the position.
      • To set the width of a column in the invoice, from the WIDTH(PX) column, enter the width.
Some columns such as the Product and Description are permanent columns on the invoice and cannot be hidden.

4. To save the setup, click [Save].

  • The maximum allowed width in the WIDTH(PX) box is 885 pixels.
  • You are not allowed to assign two columns the same position. For example, you cannot assign position 2 to more than one columns.

 

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