Creating an Invoice/ Estimate Layout

Daftra software allows for modifications to invoice templates and estimates. It enables users to change the nature of the data appearing in the template, whether related to the establishment, the client, or otherwise. This includes the capability to modify the labels for fields and columns and to customize them to suit the business sector. Additionally, the software facilitates adjustments to logos, stamps, and the header and footer of the template. Users can designate the modified template as the primary one for the account or can manually select it from the “Create Invoice” screen or when “Creating an Estimate”.

1. Click on “Templates” from the main menu.
2. Click on “Printable Templates“.
3. Click on the card “Invoice/ Estimate Layouts.
4. Click on the “New Layout” button.
5. Select one of the basic designs supported by the software to edit it.
6. Make the required modifications in the “Invoice template Creator” section, where you can edit the following:
   • Title: Set the title of the invoice/estimate/credit note/refund receipt then click on the “Save” button.
     • You can add the invoice name variable “Auto Invoice Title” from the full variable guide which allows changing the invoice title between “Tax Invoice” and “Simplified Tax Invoice” depending on the type of client.
   • Business Info: Use variables to add business details as needed, then click on the “Save” button.
   • Logo: Upload your company’s logo image to add it to the invoice template by clicking on the “Choose file” button, then adjust the size of the logo within the invoice, and click on the “Save” button.
   • Client Info: Use variables to add client details as needed, then click on the “Save” button.
   • Shipping Info: Use variables to add shipping information as needed, then click on the “Save” button.
   • Custom Fields: Click on the “Add More Fields” button from the window, fill in the details as needed, then click on the “Save” button.
   • Labels: Edit the field names within the template as needed, then click on the “Save” button.
   • Notes: Use variables to add notes as needed, then click on the “Save” button.
   • Header: Use variables to add a header as needed, then click on the “Save” button.
   • Footer: Use variables to add a footer as needed, then click on the “Save” button.
   • Item Columns: Choose from the dropdown list the columns you want to include in the invoice, with the possibility of renaming each one as needed, then click on the “Save” button.
     • If you choose a template “Tax Invoice” or “فاتورة ضريبية (عربي/English)” we do not recommend modifying the template columns or replacing them except for the columns “Item” and “Description”. This is to avoid any formatting errors according to the specific programming of the template
   • Style: Adjust the invoice format including font size, data table format, paper size, page margin, etc., as needed. Then, click on the “Save” button.
   1. In the Template Name field in the “Template Details” tab, choose a name for the template to distinguish it from other used templates.
   2. Click on the “Set this layout as default” button so that it appears when creating an invoice/estimate as the default design for your invoices or estimates.
      • When setting the design as primary, the system will show more checkboxes for related options:
        • Set this layout as default for invoices
        • Set this layout as default for estimates
        • Set this layout as default for time invoicing
        • Set this layout as default for a credit note
        • Set this layout as default for refund receipt
   3. Switch the toggle next to “Don’t show the currency symbol in the items list” to hide the used currency in the invoice or estimates.
      • You can switch the toggle again to deselect this option.
   4. Switch the toggle next to “Always show “Paid Amount” and “Balance Due” if you want to display paid and due amounts.
      • You can switch the toggle again to deselect this option.
   5. Switch the toggle next to “Add Shipping Details (Secondary Address) to the invoice” if you want to enable this option.
      • You can switch the toggle again to deselect this option.
   6. Select quantity and unit price options from the dropdown menu, and choose from (Show unit price before quantity, Show quantity before unit price, or Hide quantity and unit price).
7. Click on the “Save” button.
   • When creating a new sales invoice, you will find the design you just created included in the “Invoice Layout” list at the top right of the screen. For more details, see the “Creating a Sales Invoice” guide.