The template editor in SliQ Invoicing lets you edit the templates for invoices, quotes, credit notes, purchase orders and statements as well as receipts, delivery notes and reminders.

 

Note: We have a number of video tutorials on YouTube that provide examples of using the template editor. Click here to see our YouTube account.

 

Template have a defined scope of use, e.g. global templates edited on the Setup/ Template Setup tab apply to all documents of a type where a more specific template is not set, e.g. an invoice template can be set specific to a customer which SliQ will then use when printing or emailing invoices for the customer in preference to the global invoice template.

 

Scope of Template

Description

Global

The template applies for all items of a type for which a more specific template (customer specific or invoice specific) is not specified.

 

See Editing a global template selection.

Customer or Supplier Specific

The template applies for all items of a type for which a more specific template (invoice specific) is not specified.

 

See Editing a specific template for a customer.

Invoice Specific

The template applies to a specific invoice, overriding any customer-specific or global template selection.

 

See Editing a specific template for an invoice

 

Click on of the links below for more information on the template editor:

 

Change the font of all items on a template

Change the font of a single item, e.g. a label, on a template

Add new bitmaps or logos to a template

Edit the fixed text/ labels on a template

Change the position of an item on a template

Resize columns in a table

Add an item code column to an invoice template

Add a job/ purchase order number column to a statement template

Change column headings in a table

 

 

See Also