How to create a template? Read here
Your MoneyPenny documents (invoices, estimates, purchase orders) have their document styles – templates. MoneyPenny has 6 default templates (find out more about them from here) to begin with. You can review them in Settings -> Stationery Templates -> the ‘Shared’ tab.
The greatest thing about this is that you can also create your own templates – more here – then review them in the ‘Company Account’ tab:
You can mark one of these templates as default, meaning it will be automatically be used on your invoices/estimates/orders.
But you can always change the template directly on your documents, by clicking the link with the template name:
Next, pick the template and click ‘Save’:
What will happen if I change the template which is in use?
If you edited a template which is in use on invoices, with ‘Draft’ status, then this invoice template will be automatically changed, according to the new template style.
If your invoice was activated – already sent to clients (statuses – ‘Activated’, ‘Viewed’, ‘Disputed’, ‘Overdue’, ‘Partial’) – the invoice template will not be changed automatically. Still, you can do it manually on the invoice preview by clicking the ‘Refresh template’ icon.
In case the invoice was paid (its status is ‘Paid’), then you will not be able to change its template.
If you edited a template which is in use on estimates with the status ‘Draft’, then this estimate template will be automatically changed, according to the new template style.
In case the status is ‘Activated’, ‘Viewed’ or ‘Replied’, you can change the template by clicking the refresh button, like on the activated invoices.
If the status is ‘Accepted’ or ‘Invoiced’, the template cannot be changed.
3. Purchase orders follow the same pattern as above.