You can quickly insert a hyperlink simply by typing the name of the web address and pressing Enter. Insert a Hyperlink from a Logo or Picture They may not upload correctly if you edit in GoogleDocs. You need to be working in MS Word for these fieldcodes to be inserted. Of course you can exchange “UnitAmount” for whatever field you are using, and you can exchange “#,#0.00” for whatever number format you want.
#How to find invoice template in word full
Of course you can exchange “InvoiceDate” for whatever field you are using, and you can exchange “dd MMM yyyy” for whatever date format you want.įor Decimal Places the full code should look like this: For Dates the full code should look like this: However, sometimes when you select Toggle Field Code to see the codes to change, there is nothing there so it’s hard to know where to start.
#How to find invoice template in word how to
Xero has a great help article on how to adjust the date format, as well as the number of decimal places in a custom template in Xero. Simply add all the lines you want to stay together inside one row in the table. This is also easily fixed in the table format. For example the 3 lines Subtotal, GST and Total split so that the Total might be the only line showing on page 2. Sometimes rows that you want to show together get split across a page. Keeping lines together (Subtotal / GST / Total)
Under Table Tools, on the Layout tab, in the Data group, click Repeat Header Rows.The selection must include the first row of the table. Select the header row or rows that you want to repeat on each page.Search “Repeat Table Header on Subsequent Pages” in Word and you will find a couple of ways to do this. This is easily fixed with Table Formatting. This can be an issue if you have long invoices that go for multiple pages i.e. When you change to a Table format you will find the Column Headers only print on the first page. If you don’t want to print the Code, then remove the comma and the space. This will print the Item Description and the Item Code. The original code showing in the sample Advanced Invoice Template is: There is no reason I have found to add a header for your logo if you only want your logo or header brand on the 1st page.Ī common complaint is that the Item Code automatically prints on the sample Advanced Invoice Template. The easiest way is to highlight the entire header (the picture holder is inside the header) and delete that. It can be difficult to remove in the usual way as Rightclick/Delete does not remove it. It seems this is intended to make it easier for you to upload a logo but I have never found it helpful. The sample Custom Invoice has a place holder for a picture in the header in the first page. «TableStart:LineItem»«ItemCode», «Description» «Quantity» «UnitAmount» «TaxPercentageOrName» «LineAmount» «TableEnd:LineItem» But between these codes, you can re-order, move, copy and delete any you don’t want. Ensure you start with TableStart and finish with TableEnd codes. I find it easiest to work with the table with borders showing, and then remove the borders at the end. Having the Description Field go across the entire width of the page, and the other fields in a row below.Widening the Description Field and removing the Quantity Field.You can easily adjust the width of the columns as well as removing any columns you don’t want. Add in a new Table with the number of columns you want, and copy/paste in the Field Codes to the columns in the table. Replace the default Tab Format for the item rows with a Table Format. Use a Table Format for the Line Items (remove default Tab Format) Here are my top troubleshooting tips for the most common issues with Advanced Invoice Templates in Xero.
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