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Create a Digital Invoice

Step 1: Navigate to Digital Invoice

  1. From the main dashboard, go to the Assets section in the left-hand navigation menu.

  2. From there, select Digital Invoice.

Step 2: Create a New Invoice

  1. Click on the +Create an Invoice button in the top-right corner.

  2. You will be taken to the template builder, which is a user-friendly, drag-and-drop interface.

Step 3: Understanding the Builder (Rows vs. Content)

The builder has two main tabs on the right:

  • ROWS: These are the structural containers for your template. You must drag a row onto the canvas first. Rows define the layout (e.g., one column, two columns, etc.).

  • CONTENT: These are the content blocks (like text, images, or buttons) that you place inside a row.

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Step 4: Using Content Blocks

Go to the CONTENT tab to view the available blocks. Drag and drop these into a Row on your template canvas.

  • TITLE: For prominent headings, like "INVOICE" or "Thank You."

  • PARAGRAPH: For longer text blocks, such as a thank-you message or a policy statement.

  • TEXT: A versatile block for all general text, including your business address, contact numbers, and dynamic tags (e.g., #Receipt.Number# and #billtoname#)

  • LIST: Presents information in a bulleted or numbered list.

  • IMAGE: Add your company's logo or promotional banners. You can upload an image or provide a URL (images can be pre-uploaded via the Assets section) 

   

  • BUTTON: Add a call-to-action, like "Visit Our Website" or "Leave a Review." You can customize the text, color, and link.

  • DIVIDER: A visual line to separate sections (e.g., separate the header from the item list).

  • SPACER: Adds empty vertical space to improve readability.

  • SOCIAL: Adds icons that link to your social media profiles.

  • ICONS: Add small icons next to text (e.g., a phone icon next to your contact number).

  • MENU: Creates a navigation menu linking to your website.

  • VIDEO: Embed a video from YouTube or Vimeo.

  • HTML: For advanced users. Insert custom HTML code, often used for complex table formatting.

 

Step 5: Using Pre-defined Rows (Recommended)

Instead of manually adding individual Text blocks, you can use pre-built sections that already contain all the necessary elements and dynamic tags.

  1. In the template builder, navigate to the ROWS tab.

  2. Click the dropdown menu (which defaults to "Empty").

  3. Select a category of pre-defined rows, such as "Items" or "Store Info."

  4. The rows below will update. Drag your preferred layout onto the canvas.

Available Pre-defined Row Types:

  • Store Info: Quickly adds your store address, receipt number, date, and payment method, all pre-populated with the correct dynamic tags.

  • Bill-to-Ship-to: Includes the customer's billing and shipping addresses. (Note: The "Auto Turn-off" row serves the same purpose).

  • Items: This is the most important row. It provides a structured table for products, with dynamic tags for item description, quantity, price, etc. You can choose layouts with 4, 5, or 6 columns.

  • Payments: Clearly displays the payment type, number, and total amount.

  • Store Policy: Helps you add your return/exchange policy.

Step 6: Save Your Template

Once you are satisfied with the design, click Save. Give your template a clear name (e.g., "Standard E-Receipt - 2024"). The template will now appear in your list of Digital Invoices.

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