Invoice Template Change Procedure
Objective
This SOP outlines the steps to change the format of an invoice template in the Finance system.
Key Steps
Step 1: Access Invoice Creation 0:00
Navigate to the Finance section.
Click on 'Create Invoice'.
Select 'Change Template'.
Step 2: Choose a Template 0:11
Review the available templates.
To mark a template as a favorite for indefinite use, click the star icon next to it.
Step 3: Use a Template 0:23
To use a template for a one-time invoice, simply click on the desired template.
Step 4: Change Primary Color 0:30
Select the primary color you wish to use for the invoice (e.g., bright red).
Click 'Save These Colors' to apply your choice.
Step 5: Save Settings 0:37
The selected colors will automatically apply to all future invoices created with the chosen template.
Step 6: Confirm Template Change 0:48
Ensure that the template and color settings are correct before finalizing the invoice.
Cautionary Notes
Ensure that you have the necessary permissions to change invoice templates.
Double-check the selected template and colors to avoid errors in invoicing.
Tips for Efficiency
Regularly review and update your favorite templates to streamline the invoicing process.
Consider creating a standard color scheme for consistency across invoices.
Link to Loom
Changing Invoice Templates and Colors - Watch Video
In this Loom, I show you how to change an invoice format. First, go to Finance, hit Create Invoice, then Change Template, and pick the template you want. I also point out the little star you can use to favorite an invoice template, and how you can star a template or click it for one time use. You can change the primary color, like bright red, then Save These Colors, and your settings will apply on future invoices using the selected templates. No other action is requested.