Templates and settings

Predefined Templates

Several templates for invoicing, sending reminders and reports are available in the program. Printing characteristics are different for each template. 

There are some layouts that display amounts with VAT included and others that display amounts net of VAT and add VAT separately to the total.

You can install or remove the templates through menu Account2 -> Customers -> Print Invoices -> Other templates or menu Apps -> Manage Apps.

Change template parameters

For each template some parameters can be set up and changed, such as including (or not) of a header, ISR payment slip (Switzerland only), modifying text- or background colors. Here is how to proceed:

  • Menu Account2 -> Customers -> Print invoices
  • In the Print section ->  Layout, choose the preferred template from the list
  • Click on the Parameters button to define your preferences.

Select a different template

  • Menu Account2 -> Customers -> Print invoices
  • In the Print section ->  Layout, choose the preferred template from the list

Update predefined templates

The default templates are being updated automatically, or you can force the update through the menu Apps -> Manage Apps... -> Update Apps.

Create your own customized invoice

To create an invoice App you need programming knowledge, javascript language.

Banana allows you to modify the layout of your invoice; if none of the predefined templates matches your needs, you may create your own by customizing an existing one or by creating one from scratch.

More information can be found here: Create your invoice Layout

Settings of the invoices

By clicking on the Settings button (menu Account2CustomersPrint invoices), you access the dialog that allows you to change the parameters of the invoice (header, logo, ISR, colors,...).

Settings of invoice template

  • Include page header - Check box for Yes or leave empty for No, enter 1 for Yes or 0 for No in versions previous to 9.0.4.
  • Print logo - Check box for Yes or leave empty for No, enter 1 for Yes or 0 for No in versions previous to 9.0.4.
  • Print ISR - Check box for Yes or leave empty for No, enter 1 for Yes or 0 for No in versions previous to 9.0.4.
    Layouts starting with [CHxx] allow for printing in ISR font (Switzerland only).
  • Bank name - indicate bank name
  • Bank address - indicate bank address
  • ISR account - ex. 01-9999-9 (enter with dashes).
  • ISR subscriber number (ID), ex. 113456 (insert without dashes)
  • Character horizontal scaling (optional) - font size - it is normally not necessary to change from the default values
  • ISR X-Position and ISR Y-Position (optional) - horizontal and vertical number positions - it is normally not necessary to change from the default values
  • Print ISR on new page - Check box for Yes or leave empty for No, enter 1 for Yes or 0 for No in versions previous to 9.0.4.
  • Font type - enter font type you wish to use, ex. Arial, Times New Roman, ...
  • Background color - Background color may be customized in the header table of the invoice. Predefined value: #005392 (blue).
  • Text color - Text color may be customized in the header table of the invoice. Predefined value: #ffffff (white).

 

Final text

 

You can enter lines of text in the lower part of the invoice. This can be useful, for example, for entering bank data.

Select Account2 ->Customers -> Print invoices -> Template options. Enter the desired text in the Final text field and confirm with OK to obtain a print preview of the invoice.

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