Invoice Templates

How to use the templates here in Invoice 360 (or Invoice 360 Enterprise)?

  • 1. Download the Invoice Template to the Windows Documents folder. For a PC, right Click on the "Download (Desktop)" link & "Save Target As". For a Tablet, tap on the "Download (Tablet)" link, open and unzip the file to the Documents folder.
  • 2. Launch Invoice 360 and go to the Settings screen. In the "Template Design" section, tap on the "Import" button and select the downloaded template (".xml"). The custom template will be added to Invoice 360.
  • 3. Finally, you can select the imported template, save the Settings and proceed to the Invoice screen to print invoices with this new template. You can further customize the templates using our Free Invoice Template Designer below.
See all templates in our Invoice Templates Gallery.

Black Teal Templates



Download (Desktop)   Download (Tablet)

Style : Modern
Size : Letter



Download (Desktop)   Download (Tablet)

Style : Modern
Size : A4


Invoice Template Designer - Free

We provide an invoice template designer - Invoice 360 Template Designer, on the desktop so that you can create your own invoice template, if you do not wish to use an existing template that comes with the product. Once you create your own invoice template, this template is ready for use on our Invoice 360 app immediately.


Invoice Template Designer (Desktop) to Invoice 360 (App) to Physical/Electronic Invoice

Tutorial of creating an invoice template and loading it into Invoice 360 app

  • 1. Download, install and launch the Invoice 360 Template Designer from Windows Start Menu.
  • 2. Select A4 Size (or Letter) as the Paper Size and click Create. The Invoice Template option allows you to select a template in the Invoice 360 app to start with. The Units field allows you to specify to use Inches, Millimeters or Centimeters as the unit of measure when designing the invoice template.


  • 3. The following template is created. Change the layout of the fields if required. Or add/remove any fields from the Invoice Template. For this demonstration, we are just going to add an image.


  • 4. Click on the Ribbon->Insert->Image from File. You can also choose to import an image from the Scanner if required.
  • 5. The mouse cursor will change to allow you to select the location of the image. Select the portion below the invoice details. A dialog will pop up to allow you to choose an image. Select the image and click OK. In our case, we have selected a "Croissant" image as shown in the diagram below.


  • 6. Now click on File->Generate Invoice Template. You can save the file as any name, in our case we are going to call it "MyTemplate". A file "MyTemplate.xml" will be generated. It contains all the layout of the fields and the images embedded into the XML file.
  • 7. Copy "MyTemplate.xml" to the Windows 8 Documents folder.
  • 8. Next launch the Invoice 360 app and go to the Settings screen. In the "Template Design" section, tap on the "Import" button and select "MyTemplate.xml". This custom template will be added to the Invoice 360 app.
  • 9. Finally, you can select the imported template, save the Settings and proceed to the Invoice screen to print invoices with this new template.

Notes on using the Template Designer

Address Field

The Invoice 360 app and Template Designer support address in a 3 Line format. This enables you better control over how address is displayed on your invoice.
  • <Address 1>
  • <Address 2>
  • <Address 3>

Line Items

In the Template Designer, there is no need to repeat the Line Items. You only need to specify the line item once as shown in the diagram below. The Invoice 360 app will automatically populate different line items in separate rows.


Comments

The Invoice 360 app and Template Designer support 3 general comments field. The comment fields are useful for general purpose comments or reminders. For example, Check payment information.
  • <Comment 1>
  • <Comment 2>
  • <Comment 3>
In the designer, you can designate where these comment fields are located on the invoice.


In the app, you can create Comment items in the Inventory screen. These Comments items will appear in the Items List - highlighted by the red box on the Main Invoice Screen below.


The Comment items can be searched or easily identified as "*Comment". Tapping on a Comment item, in the list, will add the Comments into the comments area (highlighted by the orange box) on the Invoice.


When this invoice is printed, the Comment field will automatically appear at the location where you have designated in the Invoice Designer. This can be anywhere on the invoice. By making good use of the comments field, you can further optimize and shorten the time of an invoice creation.

Tax, Second Tax and Shipping After Tax

The following set of fields as shown in the screenshot below, if added to an invoice template, have the additional option of being toggle on or off in the Invoice 360 app Settings screen. For example, if Tax 2 is toggled Off in the app, the SecondTax and SecondTaxDescription field in the invoice template will not be displayed in the actual invoice when printed.


Designing a Multi-Page Invoice Template

An invoice template is divided mainly into two sections, the main section and the footer section. A line, known as the footer line , is used as the demarcation between these two sections.

The Main Section normally contains the individual invoice items and header fields such company name, date, customer name etc, while the Footer Section normally contains the fields subtotal, tax, discount and total.



Whenever the invoice items or their descriptions exceed the footer line, a new page will be generated, and the original fields in the footer section (such as subtotal, tax, discount and total) will be shifted to the new page. With this shifting, some spaces occupied by the footer fields in the original page will be freed, and can be used to accommodate more items if possible.

The algorithm will thus again attempt to fit all items into the original page, all the way up to the bottom margin (about 1.04 inch from the bottom the page). Any subsequent invoice items that exceed the bottom margin will be placed into the new page.

Determining the Footer Line

Any horizontal line that is sufficiently long (at least 3 inches) and located slightly above the Subtotal field (within the distance of 1 inch) is deemed as the footer line. When invoice items exceed this line, all fields (that starts) below it will be shifted to the next page. If there is no horizontal line above the Subtotal field, the imaginary line slightly about 0.1 inch above the Subtotal field will be treated as the footer line. Note that only horizontal lines are used for determining the location of the footer, the algorithm does not consider horizontal edges of rectangles, images or other objects as footer lines.

Determining the Bottom Margin

Currently, the bottom margin is defined as the line that is 1.04 inch above the bottom edge of the page.