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How to configure invoice layout on Metro ERP?

​To setup invoice document template in the Metro Accounting system,

​ 1) Once logged in, navigate to the "Accounting" module by clicking on its icon in the main dashboard or by using the application menu.
 

2) View the Accounting Dashboard page. 


3) Now, Click on the Select Invoice Layout link. View the Invoice Layout dialog in the page. 

This feature allows users to design and personalize their invoice templates with specific layout and style configurations. Below is a detailed explanation of the various elements visible in the screenshot:


1. Tabs:

  • Reset Style:
    • Clicking this button will revert the invoice layout settings to their default styles.

2. Custom Layout Options:

  • Custom Layout (Checkbox):
    • Enables or disables personalized layout settings. If unchecked, the default system layout will be used.
  • Report Style:
    • Options like Contemporary, Clean, Professional, Advanced, Exclusive, Elegant, Retro, Modern, Classic, Slim, Minimal allow users to select pre-defined styles for invoice design. Select a different report style and setup the report layout as per your convenience. 

3. Report Header Customizations:

  • Heading Text Color:
    • Allows users to set a custom color for the invoice heading text.
  • Company Name Color:
    • Customizes the color of the company name on the invoice.
  • Total Value Color:
    • Sets the color for total invoice values.
  • Heading In Bold (Checkbox):
    • When checked, makes the heading text bold.
  • Display Company Name In Bold (Checkbox):
    • Displays the company name in bold.
  • Show Tagline:
    • Displays the company's tagline if this option is enabled.
  • Show Logo (Checkbox):
    • Toggles the visibility of the company logo in the invoice.
  • Show Title:
    • Displays the invoice title on the report.
  • Company Name Font:
    • Allows adjustment of the font size for the company name.

4. Footer Configuration:

  • Foot Note Text Color:
    • Sets the color for the footer notes text.
  • Display Foot Note (Checkbox):
    • Enables or disables footer notes.
  • Display Footer Phone, Email, and Website (Checkbox):
    • If enabled, includes the company's contact details in the footer.
  • Foot Note Text Size (In px):
    • Sets the font size of the footer note text in pixels.
  • Custom Footer (Checkbox):
    • Enables the addition of a custom footer text.
  • PayNow QR Code (Checkbox):
    • If enabled, includes a QR code for PayNow payment in the footer.

5. Preview and Apply:

  • Preview PDF:
    • Displays a live preview of the invoice with the applied settings.
  • Apply, Cancel, Skip Buttons:
    • Apply: Saves the customized layout.
    • Cancel: Discards any changes made in this window.

6. Invoice Example Preview:

  • On the right side, there is a live example of the invoice with all the applied settings:
    • Includes the company logo, contact details, invoice number, dates, payment terms, and itemized list.
    • Footer displays company contact information and other optional elements like QR code.


​To get more details on how to configure invoice layout on Metro ERP, please do contact us at  support@metrogroup.solutions