Tweaking Invoice Designs in Billings Pro

Quick Tips / February 27, 2012 / Admin

Last month, we posted an article about creating an invoicing system that’s easy. We talked about making sure your system kept running totals, tracks your sales taxes separately, and offered expense tracking, for things like mileage, and travel receipts.

We had some great comments from our readers about the process of making invoices look more like your existing brand. Feedback about our products is always welcomed and we appreciate everyone who wrote something.

We wanted to answer some of the questions about making changes to the existing templates in Billings, so we thought we’d put some effort into making it easier to learn how to use certain aspects of the invoice designer tool in Billings & Billings Pro. We’ve started off with the basics and put together a short video that shows how to tweak your invoice designs by:

  • changing text alignment
  • adjusting line spacing
  • changing typefaces
  • changing row background colours

We’re also going to be hosting a webinar on March 8th for those that are interested in seeing the design tweaks taught in a bit more detail as well as learning a few more commonly requested adjustments needed for invoices, like adding a custom column or adding a payment link URL.

Joining us on this webinar will be one of Marketcircle’s certified Report Engine partners, the talented owner of daylitehelp.com, Cynthia Shaffer. She’ll be helping us learn how to make simple design adjustments, but will also give us a brief demo of some of the more powerful customizations of Billings Invoices and Reports that she’s made for her clients.

Join us for one of 3 sessions on Thursday March 8th at 10 AM, 2 PM & 6 PM EST:

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