DOCUMENTS WITH GRAPHICS AND TEXT
You can add your own graphics, logos and text to the header and footer areas
on Invoices, Quotes and Letters (no footer on letters).
Note: If you want to use your own ready printed headed paper then you'll need
to delete the existing example graphics and text to leave a blank header.
Layout pages can be accessed using the 'Customize Layout' buttons in the Invoices,
Quotes and Letters sections. All sections work in the same way so we'll use
the Invoices section as an example...
Note: Changes to header graphics and text will be applied to ALL existing invoices
in addition to new ones so it is worth saving (and archiving) a backup before
making any changes. Changes to footer text will only appear on new documents,
exisiting ones won't be affected.
From the 'Clients / Sales' section select 'New Invoice'. Now select the 'Customize
Layout' button (bottom right).
To insert image files select the 'Insert Graphic' button at the top of the
page to insert a logo for the header for example. See 'Inserting Graphics'
To insert text select the 'Insert / Modify Text' button at the top of the page
for the header and at the bottom of the page for the footer.
Header Text: The header will generally be used for your company contact details.
Footer Text: The footer would usually be used for any additional terms and
payment options, this text is the default text and can be altered on a per
To change the text in the column headers (Description, Unit Price, Qty/Hours
and Line Total) simply click on them.
When done click 'FINISH' you will then be asked if you want to copy any changes
made to the Invoice header over to the Quotes or Letters layouts. You would
usually select 'Yes'. Select 'No' if you want to (or already have) setup different
graphics or text on the Quote and Letter headers.
To get an idea of the area allowed for your header graphic select 'Insert Graphic'
and then 'Cancel' you can then see the rectangular area highlighted on the
To create a suitable image file for a document header first create a document
2000 pixels wide x 776 pixels high with a white background using the image
editor or design software of your choice (Photoshop for example). This white
rectangle now represents the entire document header area as highlighted earlier.
You can now place your logo within this document in the position you wish it
to appear on the page i.e. if you want your logo to appear top right place
it top right in the image file. Experiment a little and you'll get the idea.
Header graphics will automatically be resized to fit proportionally and aligned
right so if you created a square image file the whole image would be resized
to fit vertically and aligned right.
Graphics formats supported are: JPEG (.jpg), GIF (.gif), Photoshop (.psd),
PICT (.pct), PNG (.png), TIFF (.tif) and Windows Bitmap (.bmp)
Mac users have the added benefit of being able to use PDF (.pdf) files which
enable you to create vector based artwork (in Adobe Illustrator or InDesign
for example) and save it as a PDF for the best resolution independent printed
It is generally better to use the text area for high quality text instead of
including it in your graphics file.
The text will sit on top of any image placed on the page and has a transparent
background, use the 'Format' menu at the top of the screen to place the text
to your liking; use 'Format' > 'Text...' > 'Paragraph' and experiment
with indents and alignments as required. Note: The default values are Left
and Right Indents: 5px, Line Spacing: 13 pixels.