Creating a Client Payments Layout
Steps to create a Layout for Client Payments
- Click on “Templates” from the main menu.
- Click on “Printable Templates“.
- Click on the “Client Payments” card.
- Click on the “Add Template” button.
- Specify the name of the new template in the “Template Name” field.
- Add the required data in the template content section and control the data formatting as follows:
- ↶: Through this field, you can undo the last modification added and return to the previous one.
- ↷: Through this field, you can return to the last addition/modification after its deletion.
- Times New Roman: Through this field, you can specify the font type to use in displaying the template data.
- B: This button allows you to display words in a bolder font than the regular font size.
- I: This button allows you to display characters in italic font.
- 11PT: Through this field, you can specify the font size to use in displaying the template data.
- Text Align: With the three options available, you can determine the data direction, whether to the far right, far left, or center of the page.
- 🖾: Through this field, you can add an image to the design data.
- <>: Through this field, you can add custom code to the design data.
- 𝄝: Through this field, you can add a custom table to the design data, which allows you to specify the number of columns and rows to add.
- Select Placeholder: Through this field, you can choose the data variables to be added to the design.
- Example: If you want to add the statement for the payment amount, click on this field and then choose the “Amount” variable.
- A4: Through this field, you can specify the size of the design to be added to the account.
- If you choose “Other“, you need to specify the paper size for both Length x Width and then click on “Set“.
- More Settings: Clicking on this field reveals a new option “Margins“, which allows you to define and add margins to the design.
You can make clones of any of the designs that are provided by default in the software and then modify them if you only want to make some changes instead of designing a new template.