Page layout (invoice layout)

Modified on Mon, 13 Oct at 11:08 AM

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

When setting up your invoice layout, several options are available that allow you to personalize the appearance of your invoices.

The layout determines what the invoice looks like, what data will be printed on it, where the address block will appear and what will appear in the accompanying mail.

The following invoice layout settings can be entered or changed:

General settings
Includes options such as hour specifications and invoice attachments.
Invoice columns
Determine which columns are visible on your invoices.
Page layout
Settings for such things as page footer.
Paper settings
Choose the paper size and printing options.
Address positioning
Settings for the positioning of the address on the invoice.
Theme
Customize the template colors of your invoice
Email template
Set the subject and text of the email used to send invoices.

Each setting is described in detail in a separate article.

Access to settings

All settings for your invoice layouts are centralized within your domain and divided into logical categories.

To access these settings:

click on the Settings icon in the navigation bar
Then click on Sales settings in the now-opened screen
scroll to Invoice layouts.

Create and change invoice layouts

To change an existing invoice layout, click on the line of the corresponding invoice layout.

To create a new invoice layout click on the + New Layout button.

Set Page layout

The page layout options allow you to customize the text printed directly below the invoice block. This provides an excellent opportunity to include important payment instructions or other notices to customers.

Step 1: click on the 3 (Page layout footer) button at the bottom left of your screen. The following screen is opened:

Here you can enter text that will be printed directly below the invoice block, for example: "Please pay the total amount to account 12345678".

TIP!

To add a line space (blank line) in the footer, use the html code <br>. This helps to structure your text for better readability.