Even though strictly speaking digital invoices don't have a layout, Billit always provides a visual representation of your invoices. This is used when, for example, you send an invoices as PDF or it serves as PDF that accompanies your digital invoice.
When you create an invoice, quote, delivery note, order form or credit note in Billit they are always created in the default layout. You can change this default layout or even create several layout templates where you can choose from when you create a document. As soon as you've created several templates for a documentyou will see a dropdown menu at the top when you create an invoice. You can choose the template you want from there.
Setting an invoice layout works just like setting the layout for a credit note, quote delivery note or order form. The explanation below applies for the layout of credit notes, quotes, delivery notes or order form.
After creating a new template or editing an existing template layout you can do one of these things:
Don't forget to fill in the name of your template after you set it and to indicate if this template should become the default template. This means it will load as default when you create an invoice. You can still select a different template from the drop down menu at the top.
