To create a custom invoice template in ValuePRO Standard Edition using Microsoft Excel, you can begin by downloading our standard template. This will provide you with the correct layout and merge fields, which you can then customise to fit your specific needs.
Step 1: Download the Standard Template
Navigate to Templates from your main menu, then select Report Templates. In the first dropdown menu, select Invoice. Once the page loads, click on the Layout tab.
Click the blue link labelled "Standard Invoice" to download the sample file. It's a good idea to save it in a specific folder on your computer and rename it to something like "original invoice template" for future reference.
Step 2: Edit Your Template in Excel
Open the downloaded file in Excel. You can now begin to customise the layout.
Important: Our templates use special merge fields to automatically pull data from ValuePRO. Do not remove or change these fields unless you are certain of the correct tag. Instead, focus on adding your own elements, such as:
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Your business logo
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Static text or disclaimers
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Additional contact information
Step 3: Configure and Upload Your Template
Once your template is ready, go back to ValuePRO. You will need to configure the template details and upload your new file.
Fill in the Template Details: Enter the required details for your new template. Under "Edit Layout in," select the Excel option and check the enabled box. Click Save Data.
Upload the File: Navigate to the Layout tab and click the "Upload New Template File" button. Find your new Excel file, select it, and click upload.
Step 4: Test and Set as Default
We recommend doing a test run before using the template for live invoices. If your test is successful, you can set the template as the default for your system in Settings.
Tip: Invoice templates can also be assigned at the client or Data Entry Template (DET) level. The system uses a priority order to determine which template to use:
Finding Merge Fields in Your System
For help with merge fields, you can find a comprehensive list by searching your system's documentation. Simply do a search for "Invoice," "Fee," or "Customer" to find all available fields.
Should you require any help, please submit a support request.