The invoices that are sent to your clients directly from AbtracOnLine can all be styled to suit your corporate image. A customised invoice layout design will include your company logo and styling on any invoice sent via email or printed from AbtracOnLine.
If on occasion you still wish to print and post your invoices using pre-printed stationery, then you can choose to hide your company logo from your invoice header and footer (once the setting has been applied to your invoice layout).
Firstly your invoice will need to have this setting added in the invoice designer. You can make this change yourself or request that someone in the Abtrac team does this for you Normally there is a charge for invoice modifications so get in touch and we will let you know if there is going to be a cost involved.
Go to Administration >> Settings >> Invoice Settings >> click on the edit button for ‘Default Invoice Template’ in the ‘Invoice, Account Rendered, Purchase Order, and Receipt Templates’ section.
From the ‘Report Designer’ screen that appears, click on the relevant template. Then click ‘No’ on the pop up that appears, to go into the Report Designer.
In the Report Designer, go across to the ‘Properties’ panel on the right hand side.
– Click on the ‘Appearance’ drop down menu.
– Under that, click on the ‘Formatting Rules’ drop down menu.
– Click on the ‘+’ sign to the right, to add a new formatting rule.
– Name the rule “ifPrePrintStationeryPrintMode”
Add in the ‘Condition’ “[PrintMode] ==1”
– Come down and click on the ‘Formatting’ drop down.
Change ‘Visible’ section to “No”.
After this has been done, select the logo, then come down to the formatting rules and put a tick next to “ifPrePrintStationeryPrintMode” and save. This will activate your preset.
Provided the layout design is the same and the only difference is hiding header and/or footer details, the development team can make a modification to your invoice design layout and provide the code to turn these features on and off.
There are limitations with the margins on the invoice layout from AbtracOnLine, which at times may not line up with your pre-printed stationery.
In printed stationery, bleed is printing that goes beyond the edge of the sheet before trimming. In other words, the bleed is the area to be trimmed off. The bleed margin is the part on the side of a document that gives the commercial printer a small amount of space to account for movement of the paper, and design inconsistencies. When printing a document in house – from AbtracOnLine (or MS Word etc) a minimum print margin applies, inside of any pre-printed bleed edge.
We will work together where there are any difficulties to getting a perfect match between your pre-printed letterhead and the printed copy from AbtracOnLine.
Once your invoice layout design is confirmed and enabled to show/hide details, you can switch printing by using the print mode option from either the Invoice Management screen, or Load Invoice.
Go to Invoices >> Load Invoices >> click on the relevant ‘Invoice No’ to go to the ‘Invoice Management’ page. Select the required ‘Print Mode’ from here.
Go to Invoices >> Load Invoices >> select multiple invoices and then select the required ‘Print Mode’.
Abtrac KB# 2082