Customise invoice printing

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Invoice printing can be customised and adapted to specific needs.

Set your company address (sender)

In the File menu → File and accounting properties (Basic data) → Address , set the address of your company.

Set up the list of customers in the Accounts table

Retrieving customer addresses from Excel

When customer data is on an Excel file, it can easily be taken back to the Accounts table, Address view.

It is assumed that in the Accounts table, at the end of the Chart of Accounts, there is the customer or shareholder register set up. Make sure you have enough empty rows to insert the data copied from Excel.

Proceed as follows:

  • Select from Excel the column with the data to be copied and use the Copy (Ctrl+C) command.
  • Go to Banana, Accounts table (Address view), position yourself in the corresponding column and issue the Paste (Ctrl+V or Paste) command from the Edit menu.
  • Repeat this operation for all address columns (Account, First Name, Last Name, Organisation, Street, Zip, Country Code, Language).
    The data corresponding to the mentioned columns are required for printing the invoice.
  • If you do not have all the columns mentioned in the Excel file, you must add the missing information manually.

Set customer language

You can print invoices in the customers' language. To do this you must first set the customer's language.

Logo setup position and sender address

To set the logo, you must:

  • Upload the logo image in the menu File → Logo setup.
  • To use the logo in the invoice, in the Invoice Settings you must activate the Logo box and enter the name of the customisation you used, respecting upper and lower case, in the Logo Name field.

For example, you can place the logo on the left and the address on the right and change the size of the logo.

The sender's address, if the default settings are not changed, is entered on the right, regardless of the presence of the logo.

If you want to set the sender address on the left without any logo, please see the following page:

Customise address in invoice header

The style of the sender's address in the invoice header (colour, size, font..) is set by default by the program.

The Advanced Plan of Banana Accounting Plus allows you to customize the style of the address. For more information see the Examples page.

Set invoice information

Invoice information is information about the date, customer number, due date, etc., which is usually located just below the header and next to the customer address.
The CH10 and UNI11 layouts allow you to define which invoice information to include and which to exclude from printing. You can find instructions on the Invoice Settings page.

For the other print layouts (CH01-CH09 / UNI01-UNI08), the information cannot be modified.

Set the payment term

The payment term for invoices by default is 30 days from the invoice date.

To change the payment term proceed as follows:

  • In the Transactions table, ad a row to the invoice
  • In the Date column enter the invoice date
  • In the DocType column enter 10:ter (:ter Term of payment)
  • In the Invoice column enter the invoice number
  • In the Description column enter the desired payment term (for example "10 days")

Your text will be shown in the invoice Information.

Set customer address position

The CH10 and UNI11 layouts allow you to define the position of the customer address and the elements of the address. Please visit the  Invoice Settings page for more information.

For other print layouts (CH01-CH09 / UNI01-UNI08), the location and composition of the customer address cannot be changed.

Set shipping address

To enter a shipping address in addition to the customer address, proceed as follows:

  • Use the Type column of the Transactions table , command 10:sadr.
    •  Add a line to the invoice in the Transactions table .
    • In the Date column, enter the date of the invoice
    • In the Type column, enter::
      • 10:sadr:fna for the name.
      • 10:sadr:lna for the surname.
      • 10:sadr:str1 for the address (street and number).
      • 10:sadr:cod for the postcode.
      • 10:sadr:cit for the location.
    • In the Invoice column, enter the invoice number.
    • In the Description column, enter the text to be displayed.
  • With the CH10 and UNI11 layouts, go to Invoice settings → Customer address section and tick the Shipping address entry.
    The data entered via the Type column of the Invoice table are taken over and inserted on the printout of the invoice.

Set title/object

To enter the title/object of the invoice, you have two options:

  • Use the DocType column from the Transactions table, entering the text 10:it
    • For each invoice you can define a title.
    • If you leave the field empty, the default text is used.
    • A text entered in the DocType column always has priority over entering the title in the layout settings (see next point).
  • With the CH10 and UNI11 layouts, you can enter the text in the invoice Settings→ Texts section → Invoice title.
    • The title applies to all invoices printed with this layout.
    • The title applies only if no title has been defined as per the first point.

If no text is entered, the program will use the default text.

Set initial text

To enter the title/object of the invoice, you have two options:

  • Use the DocType column from the Transactions table, entering the text 10:beg
    • For each invoice you can define a title.
    • If you leave the field empty, the default text is used.
    • A text entered in the DocType column always has priority over entering the title in the layout settings (see next point).
  • With the CH10 and UNI11 layouts, you can enter the text in the invoice Settings → Texts section → Begin text.
    • The title applies to all invoices printed with this layout.
    • The title applies only if no title has been defined as per the first point.

Setting up the invoice details

Use the Transactions table to enter invoice data.

See also Discounts and rebates.

With the CH10 and UNI11 layouts, you decide which columns to display in the printout. See how to do this on the page Invoice Settings → Invoice Details.

For the other print layouts (CH01-CH09 / UNI01-UNI08), the columns are not editable.

 Set final texts

To enter the final text of the invoice proceed as follows:

  • From the Invoice Print Dialog → Options section
  • Select the desired language
  • Enter the text in the Final text field
  • This text is applied to any print layout.

The CH10 and UNI11 layouts also allow you to define a final text from the Invoice Settings

  • Go to Invoice Settings → Texts section→ End text field and enter your text for each language.
  • This text is applied to all invoices in the same .ac2 file created with that layout.
  • This text has priority to whatever text has been entered in the has priority over the text entered from the Invoice Print Dialog.

To set different final texts for each invoice, you must use the DocType column of the Transactions table:

  • In the DocType column, enter 10:not (Notes).
  • In the Description column, enter the desired end text. The text you enter will appear on a single line.
  • To add additional rows of notes, you must repeat the entry in the DocType and Description columns on multiple rows.

Set bank account number

If you don't use the QR-Code, you need to enter the bank account number as a reference for the invoice payment.

See the chapter above Set final texts to enter the bank account number.

Set IBAN for Swiss QR-Code printing

If you want to create QR invoices with IBAN account, you need to:

On the QR-Invoice with IBAN account page you will find more information for setting up QR-invoices with IBAN account.

Set up QR-IBAN for Swiss QR-Code printing

If you want to create QR-invoices with QR-IBAN account, you have to:

On the QR-Invoice with QR-IBAN page you can find more information about the settings of QR-invoices with QR-IBAN account.

Print the invoice with QR bulletin without amount and address

If you wish to print an invoice without specifying the amount and address on the QR bulletin, you can find more information is available on the QR-Code Customization page, section Include/Exclude from printing.

If you want to print only the QR-bill without amount and customer address, you have to:

See also how to print an Invoice without amount.

Set styles and colors

Invoice print layouts also have a setting where you can define:

  • The font
    • Enter the name of the font (e.g. Arial, Helvetica, etc).
  • The colors
    • You can use the English designation (black, yellow, white, blue, red, etc.).
    • Or the hexadecimal value (HEX) preceded by the # sign (e.g. #000000, #009FE3, #FF00EA).
    • Color codes are easily found on the internet. For example, you can consult the table at https://www.w3schools.com/cssref/css_colors.asp.

The CH10 and UNI11 layouts also have an Invoice Settings to define font size.

Set Bold texts

In the Invoice settings page you will find information on how to apply bold style to invoice texts.

 Adding images to invoices

The Advanced Plan of Banana Accounting Plus allows you to add images to the offers and invoices to be sent to customers.
This functionality makes the invoice even more customizable and the client who receives it has a more complete and direct vision of the invoicing of the items.

See our information pages on how to add images:

Close cashed invoices

There are two ways to close open invoices:

Other resources

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