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Custom invoice layout

Learn how to use your own template for invoicing

In this article, you will learn how to create your own invoice layout and use this within PSOhub.

Before starting with this, make sure you understand that making changes within the default templates can cause errors. While we try to support you as much as we can, it is not possible for us to review each template that has been edited.

 

Using the custom layout

To start using the custom layout, go to invoice settings and set the invoice layout to custom.

You now have the possibility to upload two files. One for invoices with specification and one for without.

Below , you can download the base templates that can be used to customize your own layout.

 
 

If you have multiple currencies that use the same symbol, you might want to use the templates below. Instead of the symbol ($) they will show the currency name, like USD or CAD.

 
 

How it works

Open the Word file. In here, you will see a document with the following layout:

All the fields that are surrounded in << >> are PSOhub data fields. That means that they will be filled by the application once you generate your invoice.

In the tutorial below, we will explain how you can add, remove and modify these fields. First, its important to know how the document needs to be build up to prevent errors.

Each document needs to start with <<TableStart: Container>> and at the very end of the document, <<TableEnd:Container>>

Within each part where you require data from the application, you also need to start with <<TableStart: TableName>> and end with <<TableEnd: TableName>>

Between start and end, you can add fields that are available within that table.

Using tables

For the best results, its advised to use tables to create your invoice layout. Tables are an easy way to align parts of your document.

You can use the table start and end in tables but its important that TableStart and TableEnd are in the same section, same table row or same table cell.

This will be the most common error you will encounter if you work with custom invoicing so please pay extra attention to it.

Tutorial

To get you started, lets create an empty Word document to get some practice into creating a document. In the near future, more advanced tutorials will be added to help you work with tables , multiple pages and even if-then conditions in your document.

  1. Create a new word document

  2. For easy and quick inserting of fields, use CTRL + F9

  3. The following brackets should appear { }

  4. Between these , you can type: TableStart:Container . It is case sensitive so be sure to pay attention to that

  5. Once you are done typing, do not use enter but click outside the {} and the field will be there

  6. Now, if you want to edit the display (what you see) of the field, you can simply change the text that you see now.

  7. However, if you want to change the value , right click and select "Change field" or "Manage field" . In here, you can change the data value that will be used.

  8. Lets add the invoice now. Follow the same actions as above and enter TableStart:Invoice

  9. Lets add a few fields from the invoice just to see if it works

  10. For attributes, you can simply use the names:
    - Name
    - InvoiceNumber
    - InvoiceDate

  11. Your document should now look like this example 1 at the bottom

  12. Now, lets close the tables. First, do close the Invoice table.

  13. Then, close the container

  14. Your done! Now, go to PSOhub and upload this in the Invoice Settings, Custom.

  15. Press preview and your invoice should display with the fields filled!

Tips!

  1. Use ALT+F9 to reveal all the mergefield codes. Be sure to read the tutorial and that you need to edit a mergefield to change the actual value, not just change it by editing the text

  2. Always use the shortcut keys to insert a field. Simply typing this will not create a mergefield for you.

Example 1

Table: Invoice

Attributes

Currency Symbol

C

Currency Full Name

Currency

 

Customer

 

DefaultCurrency

 

Draft

 

DueDateDisplay

 

Footer

 

ProjectNumber

 

InvoiceDateDisplay

 

DateFromDisplay

 

DateToDisplay

 

ProjectManagerDisplay

 

InvoiceNumber

 

IsCredit

 

Name

 

Note

 

Reference

 

Total

 

TotalExVAT

 

VATAmount

 

VATPercentage

 

ContactEMail

 

ContactPhonenumber

 

TaxNumber

Table: InvoiceContractLine

Attributes

 

Amount

Currency

C

 

Description

 

DetailLevel

 

LineNumber

 

LineType

 

Name

 

ToBeInvoiced

 

Amount

 

C

 

Description

 

DetailLevel

 

LineNumber

 

LineType

 

Name

 

ToBeInvoiced

Table: InvoiceTax

Attributes

Currency

C

 

TaxName

 

VATAmount

 

VATPercentage

Table: Address

Attributes

 

Address

 

City

 

Company

 

Country

 

PostalCode

 

MainContact

 

TaxCode

 

CompanyRegistrationCode

Table: InvoiceLine

Attributes

 

AmountOfHours

 

C

 

DateDisplay

 

Description

 

DetailLevelLine

 

Name

 

Rate

 

TotalAmount