Different invoice, quote & receipt templates

[nyarieb]

Has anyone managed to create different html templates for Invoices, Quotes and Receipts and willing to share. I have no clue where to start but I really different templates for different trading names under one entity

[Tut]

You’ll need to find someone who can do the HTML/CSS coding for you or learn how yourself. Simple changes are not that hard, and there are some tutorials available if you search the web. Your problem will be that, without extensive recoding, Manager currently only supports one business logo.

Other users have expressed similar needs, however, so you might get a response from someone who has solved this for their own situation.

[Hans]

Have a look at these topics:

One company with two business names and logos

Being a newby, I’m not sure if I understand the forum or Manager properly. My small husband and wife P/L company runs two business names, which invoice separately with their own logos but otherwise share the same office address and bank accounts, credit cards, tax returns etc. Can Manager let me have two invoice templates with different logos attached to the one account (the Business Logos setting seems to only allow for one logo)? This question has been asked before but the response of “see G…

Feature request: more than one logo

Use case: our business, “A, Inc.”, has a D/B/A name “B Services”. There is only one legal and accounting entity (“A, Inc.”), but a certain segment of our clientele knows us by the name “B Services”. It would be nice to be able to upload two logos and be able to choose which of them to display on each invoice. For our use case, the ideal way for the UI to work would be for the logo to be set for each customer. That way, when an invoice is created for a certain customer, the appropriate logo is s…

[Tut]

See, @nyarieb, I told you someone would help. Thanks, @Hans!

[Nat_Petroff]

I just want to know how to add TAX to the current sales invoice. At the moment all it has is invoice, I need it to have TAX INVOICE

[lubos]

Manager should automatically call invoice a Tax Invoice if you are using correct tax code. Which country are you from?

[Nat_Petroff]

Australia. At the top of my sales invoice, there is only INVOICE

[lubos]

If you use GST 10% tax code on your invoices, then the invoice will say Tax Invoice. Are you charging GST at all?

[Nat_Petroff]

GST is included

[lubos]

First you need to add GST 10% tax code under Tax Codes section in Settings tab.

Then you need to use this tax code on your invoice since you are charging GST.

This will make the invoice to say Tax Invoice at the top.

[Nat_Petroff]

I want to have “inc GST” is there an option for that?

[lubos]

Have you already managed the invoice to show “Tax Invoice” ?

[nyarieb]

I have managed to create a separate template with a different logo but when I e-mail the invoice the pdf come up with no logo even though I can see the logo in manager

[lubos]

What markup did you use for logo?

[nyarieb]

Not sure I understand your question but see below:

        <td style="font-size: 36px; font-weight: bold; vertical-align: top; line-height: 36px">INVOICE</td>
        <td style="text-align: right">{% if business.logo != empty %}<img src="file:///C|/Users/Nyarie/Pictures/HQ/HQ Solar Invoice logo.jpg" style="max-width: 200px; max-height: 100px">{% endif %}</td>

[lubos]

Currently, Manager is unable generate PDFs locally. PDF is generated on external server and it cannot access files on your computer. You should upload your logo to Imgur.com and use hyperlink to it.

[nyarieb]

makes sense now. I thought it would pick from my local server. thanks for that mate.