![]() For more information on completing the New Invoice Template page, refer to Editing invoice template properties. ![]() Complete this page and click Save to open the Design Invoice Template page. The New Invoice Template page will open.The copy is automatically added to the table with Copy (#) preceding the name of the copied template. ![]() To copy a template, hover over its context menu and select Copy. To create a new template from scratch, click New.Navigate to > Admin > Features & Settings > Finance, Accounting & Invoicing > Invoices > Invoice Templates.To add, copy, or edit an invoice template, complete the following steps: To save your work as you go along, click Save in the Save & Close menu. IMPORTANT Changes made in the section editor will not be saved to the actual template until you save the Design Invoice Template page. Click OK in the section editor to return to the template preview page and view your changes to that section.Click Edit in the shaded section to open the section editor.When you hover over a section, it becomes shaded. The preview page is divided into sections. NOTE Best Practice: Unless you are an experienced HTML programmer, it is much easier to select the template that is closest to the invoice you would like to create and then edit it, than to start from scratch. To open the page, use the path(s) in the Security and navigation section above. Invoice templates are created and edited in a WYSIWYG interface that gives you a real-time preview of what the invoice will look like and allows you to navigate to the editor pages for each section. NAVIGATION > Contracts > Tools / Setup > Invoice Templates > context menu > Design NAVIGATION Organization page > Invoice Settings > Invoice Template > click NAVIGATION > Admin > Features & Settings > Finance, Accounting & Invoicing > Invoices > Invoice Templates > New NAVIGATION > Contracts > Tools / Setup > Invoice Templates > New SECURITY Security level with Admin permission to configure Contracts & Un-Posting. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.SECURITY Security level with Admin permission to configure Finance, Accounting, & Invoicing. Tide, the Tide logo, the Swell, and Do less banking are trademarks and trade names of Tide Platform Limited, and may not be used or reproduced without the consent of the owner. This card is for payments from Tide accounts. ![]() The Tide card is also issued by PPS pursuant to license by Mastercard International. Eligible deposits with ClearBank are protected up to a total of £85,000 by the Financial Services Compensation Scheme (FSCS), the UK's deposit guarantee scheme. Registered Address: 4th Floor, Prologue Works, 25 Marsh Street, Bristol, England, BS1 4AX. ClearBank Ltd is Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Financial Services Register number: 754568). Tide also offers bank accounts provided by ClearBank. PPS holds an amount equivalent to the money in Tide current accounts in a safeguarding account which gives customers protection against PPS’ insolvency. Tide is not a bank, the Tide current account is an e-money account provided by Prepay Solutions (PPS), a trading name of Prepay Technologies Ltd which is an electronic money institution authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 (FRN 900010) for the issuing of electronic money. Tide Platform Limited designs and operates the Tide website and app. ![]()
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