Upmind auto-generates an invoice for every order that comes into the system. You can see a digital version of the invoice on the screen. There is also a PDF version which has a slightly different layout because it's designed for printout or sharing with other parties. The design of the PDF invoice is based on default template settings, which you can customize. This article shows you how to customize that template.
Start by locating an invoice and opening the PDF to see the baseline before making changes.
- On the Upmind dashboard, click Orders on the side menu.
- Click an order
- On the side panel, click Go to order
- Click View invoice.
- On the side panel, click Go to invoice.
The page displays the digital version of the invoice. Click the Download button to save a PDF version to your device.
Open the document, and you'll see the PDF invoice looks similar to the digital version on the screen, with minor variations in content and layout. In the example below, the email address is above the mailing address, and there is no business phone number.
Next, open the invoice editor.
- Go to the dashboard and click the Settings button.
- On the Settings page, click the Invoice template tile.
The page shows the template and HTML editor. At this point, the editor is locked, and it is not possible to alter the code.
To unlock the editor and customize the code, check the Use custom template? box. Click Save to keep the custom template.
When you check the box, a menu bar with two tabs appears at the bottom of the page: Brand and Invoice. Each tab hosts a variety of code snippets that you can copy and paste into the editor.
The editor comes with a restore tool in case you don't like the changes or want to return to the default invoice template.
- Click the Advanced button and then Reset to system default.
- Click Save.
There are two edit options. You can move or delete lines of code inside the editor.
Or, you can add content. Click a menu tab, locate the code snippet you want to add, and click the snippet label. That click copies the snippet to the clipboard. Create a spot in the code, paste the snippet, and then click Save.
- In the example below, we move the email address and place it under the company address. Then we insert the business phone number under the email address.
To test the results, open an order and regenerate the invoice. The screenshot below shows the new template layout with a business phone number under the email address.
Updated 12 months ago