How to modify an Invoice Form

It is possible to modify the existing default invoice or create a completely new form to suit your team's requirements.

Here are steps to modify the invoice template form included with TeemWork premium reports.

Steps to Personalize the Form

Use your favourite HTML editor to personalize the Invoice form.  It is recommended you use either Front Page or Word 2000.  To view the forms, simply click open the file.  It has the extension '.htm' in the TeemWork folder.  The file is located in the TeemWork folder which should be in the 'C:' drive.

The invoice template file name is:

First open up your favourite editor.  In this case, we are using Microsoft Front Page 2000.

Second open the form.  

In the next slide, the HTML page called, 'InvoiceTemplate.htm' is selected.

The file 'InvoiceTemplate.hm' should be opened in your editor.  If you are using one of the recommended editors the page looks similar to a normal Word document.

Below is the upper section of the Invoice template form.

First, enter your company name in the top section.   You can also change the size and font style too.

After you have changed the company information, add your company logo.  The default logo is TeemWork.  In this example the new logo is placed in the right hand cell.  

Place a copy of your logo in the TeemWork directory. Add the logo to the right hand cell.

Below is a Company name style and the 'tree' logo used by the XYZ Software Development company.

If you are working with straight HTML code, the code should look something like this:

<img src="logo.gif" height="100" width="75" >

The next step is optional.  You can change the next table's font type and size.  Simply highlight the table with your mouse pointer.  Then, select the font style and size that you would like to see.  

Note:  The table width must be no greater than 99%.  Ninety-nine percent width adjust for your paper size.

Remember, DO NOT change the spelling of the reserved words.  Reserved words have equal signs at either end.  An example is, =Zip=.  Much of the form consist of reserved words but there is plenty of room of creative input.

The next slide shows the middle client table after it has been modified.

The center table contains reserved words. This table is where the goods and services items are placed. You can change the font type and size.

Also you may change the column and row positions.

The final table contains the company information.  It can be set up the same as the top table.  It is up to your personal taste.  

The bottom table is shown below before any changes are made.

Those are the steps to personalize your invoice form. 

Rename the Modified Form

Finally, save the changes made to the form template. 

The software searches for the default file called 'InvoiceTemplate.htm' located in the TeemWork folder when an invoice is generated.  

It is essential to rename the invoice  'InvoiceTemplate.htm' and save it in the TeemWork folder.

The invoice appearance can be modified again at anytime.  Simply go through the step mentioned above.  Remember to save the file as the default name.

Create a new Invoice

Invoice forms can be created from scratch.  Some basic rules apply.

Creativity can be to your own level as long as the general rules are applied.

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