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As part of the default setup within your Reviso agreement you have a template collection which houses the layout for your invoices, credit notes, quotations, order confirmations, etc.
These have been pre-designed for you so that you may start invoicing straight away.
You can modify these layouts to include your company logo, make changes to the columns and descriptions, and generally tailor the layout to suit your business.
Design and layout is listed on the left-hand menu in the "Sales" tab.
Before you start editing your layout, you can take a look at the different options that you have and learn how to use them:
Layer 1 "Letterheads", is where you place the information that will be repeated throughout every page in your document - e.g. your logo and company information. Layer 1 is also where you edit the header and footer.
Layer 2 "Template Collections", is where you enter specific information for the document - e.g. invoice number, due date, etc.
Pictures In addition to the 2 layers, there is also an "Image archive" where you can upload images - such as your logo - and place them on your Reviso documents.
|Would you like to learn how to|
|Visit our article on how to edit your layout to view a help video and instructions on how to edit your layout.||Edit your layout|
|This article helps you learn how to insert your logo and pictures intoReviso so they can be placed on your documents.||Insert logos/pictures|
|This article will show you how to link your template collections to certain customers or certain individual documents.||Link layout templates to customers|
|Here you can find out how to create layouts that contain different bank information than that listed in your master information - this way you can e.g. send invoice to foreign customers with a foreign bank account no. listed.||Create layouts with different bank account information|
|This article will show you how to create and apply different terms of payment to different customers. Once this is done, these terms will automatically be applied to the documents you create in D&L for that customer.||Insert different terms of payment for different customers|
|This article will help you link letterheads to your template collections.||Link a letterhead to a template|
|Visit this article to learn how to insert a watermark in your documents.||Insert a Watermark in your document|
|Visit this article to find out how to attach extra documents (such as terms and conditions) to your documents in Reviso.||Attach a document to a quotation/order/invoice|
|Visit this article to learn how to set up your reminder template so that Reviso will include invoice PDFs with reminder notes.||Include invoices in reminders|
|View this article to learn a "trick" so that you may create a proforma invoice in Reviso.||Create a proforma invoice|
|This article will show you how to copy a layout (template collection) from one agreement to another.||Copy layout to another agreement|
|View this article to learn a "trick" so that you may create a delivery note in Reviso (if you do not have the Stock add-on module).||Create a delivery note|
|If you would like to start over again and work with a fresh standard template, this article will show you how.||Start over with a new layout|