With the online word editor, you can customize and modify your invoice layout quick and easy. In order to work with the editor, you must first create a new template
If you already created a template please go to the next step
Create a Template
- Go to the tab «Settings» and click on «Templates»
- Now click on the button «New Template» to create a new template for your invoice
- Enter the name of the template and click on «Save»
- To edit the template with the online editor of TimeStatement click on «Edit» under the «Document» button
- You can also download the template with the «Download» button, or overwrite the template with the «Upload» button
- Now you can edit the font, size, poisition, colour and other formatting of your invoice and save the template by clicking «Save»
Edit Template
- Here you see the structure of the template with its variables (placeholders)
- The variables are filled with your data when generating your invoice
- To customize the invoice format and move the variables according to your wishes and design
Example
In this example we will show you how to reformat and reposition the variables «Location» and «Date» of the invoice
- Find the variable «{location}» and «{date}» in the document
- Position the variables at the desired position
- Set the size, font, color and other formatting of the variables
- Save the template by clicking «Save»
If you now generate an invoice with this template, the data Location and Date are displayed formatted
Watch a detailed tutorial video on how to customize a template here:
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