How to Create and Edit Quote and Invoice Templates?

How to Create and Edit Quote and Invoice Templates?

Quote & Invoice Templates are the format in which quotations and invoices are sent to customers via email.

Creating Quotes & Invoice Templates

  1. To create a New Quotes & Invoice Template, navigate to the "Settings" icon in the Menu.
  2. Locate the "Configuration Settings" section and select "Quotes & Invoice". 
2. You will be redirected to the "Quotes & Invoice"  page, select the "Quotes & Invoice Templates" button under "Configurations".
3. Now, click on the "New Template" button in the Quotes & Invoice Templates table.

5. This will prompt a Create Template dialog. Enter a name for your New Quotes & Invoice Template. 
6. In the "Select Category" drop-down, select the specific job category for which this template is being created.
7. Add a description about the template in the Template Description text box.
8. Enter the required information for the template, if you would like to create the template using HTML, click on the "HTML" toggle button on the top right.
9. The available components can be used to insert the respective information from Zuper into the template. Fill in all required fields and select "Save Template" to create a new quotes & invoice template.
10. Enter "Format," "Orientation," and "Border" details.  ou can select "Editor" option to enter the required template details. 
The user can easily enhance the email with the new rich text editor option. In the email body, the enriched editor allows you to edit the text, highlighting the text similarly many formatting can be done.   

                i.        Undo & Redo: The icon's action helps you undo and redo the current action performed.  

              ii.        Bold: This icon helps you highlight the text in bold.   

             iii.        Italic: This icon helps you highlight the text in italic.   

             iv.        Underline: This icon helps you underline the text.   

              v.        Strikethrough: This icon helps you strikethrough the text.   

             vi.        Font size: This icon helps you increase the font.   

            vii.        Recent color: This icon helps you provide the text's color.   

          viii.        Unorder list: This icon helps set the index to an unordered one.   

             ix.        Order list: This icon helps you set the index to ordered one.   

              x.        Paragraph: This icon helps you align your sections easily.   

             xi.        Line Space: This icon helps you provide the necessary line space.   

            xii.        Table: This icon helps you add a fresh table.   

           xiii.        Attachment: This icon helps you add new attachments.   

           xiv.        Video: This icon helps you add a fresh video.   

            xv.         Help: This shows you how to use the shortcuts for the editor.   

      10. The available components can be used to insert the respective information from Zuper into the template.

      11. Select the "Valid Template" option to validate the template.      

Editing Quotes & Invoice Templates

  1. Once you click on the Quotes & Invoice Templates tab in the left pane of the Quotes & Invoice Settings Page, you will see a list of all templates.   
  2. To edit a quote and invoice template, click on the "Edit" icon on the specific template which you would like to edit.

3. It will prompt open the "Edit Template" dialog.
4. You can customize the template and click on "Validate Template" to check whether the customization was a success.
5. If there are any issues with your template, you will get an Error Message right below the Template Description text box.
6. Once you have made the required changes, click on "Update Template".

Deleting Quotes & Invoice Templates

  1. Once you click on the Quotes & Invoice Templates field in the left pane of the Quotes & Invoice Settings Page, you will see a list of all templates.   
  2. To delete a Quotes & Invoice template, click on the "Delete" icon on the specific template which you would like to delete.
  3. It will prompt open the "Delete Template" dialog.
  4. To delete the template, you will have to confirm your action by clicking on the Delete button.

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