Attendance Template Rules on User Profile

Do you want to know your Attendance rules and your company’s vacation policy? Go to ‘My profile’ under your account: here you will see the tab ‘Attendance’: On the attendance tab you can see the information assigned to you by admin: You can review info about your Flex Time Model, […]

Switching between Attendance Time Templates

Click on the upper arrow to open the list of templates available for you. If you want to edit a template, just click on the ‘pencil’ icon. If you want to delete a template, just choose the department name assigned to it and click on the ‘x’. To add a […]

How to Translate Customized Templates

If you encounter any problems when translating an Invoice or Estimate into another language, here’s how to get it right. First, go to your Invoice in the Template Creator: Settings -> Stationary Templates -> and start to “edit” the preferred Template   In order to change the language for the […]

Default Template for a Client

As you can now set the default template for all documents (invoices, estimates, retainers) in Settings -> Stationery Templates (more here), you can also choose a special template for each client you have. Just go to the Update Client page -> ‘Client Default Settings’: Next, click on ‘Default Template’ field […]

Template Editor: General info

Default Template Icons-buttons on a Template header Header icons – buttons on a Template Blocks If you go to the Templates Settings (Settings -> Stationery Templates), you will see this next page: On the “Shared” tab you have all the templates already created by MoneyPenny – for your convenience, there are […]

Stationery Templates – Invoice/Estimate Template Background

One-page invoices/One-page estimates Your business documents could have your own background style. How to create a document template? Read here. Now let’s see how the ‘Background Options’ works. By default, it’s a ‘Blank page’ – so all the pages of your business documents have a white (blank) background. If you […]

Template Placeholders

Each of your template blocks (more here) has the ‘placeholders’ option. There is some information which will be filled by default instead of each placeholder. For example, if you use ‘:: client name::’ and ‘:: client address::’ on ‘Client Address’ block, then on the invoice/estimate, this field will automatically display client’s name and […]

Document Space Images in the Templates

Document space images in the templates ‘No image available’ on Invoices You can use images from the Document Space (more about Document Space) in your Templates. You can add it as placeholders in blocks ‘Document info’ and ‘Placeholder’: When you are editing it, click on ‘Placeholder’ -> ‘Document space images’ […]

Stationery Templates – Your Own Invoice/Estimate Template

How to create my own template? Templates Editor General Settings Template Blocks (Placeholders) – Sender Name – Client Address – Company Logo – Document Info – Intro – Item table settings – Totals – Terms, Notes, Payment Options – Pagination – Footer – Signature – Placeholder – Default MoneyPenny templates […]

Templates font

With MoneyPenny, you can choose a default font for all your documents in “Settings” -> “Preferences” -> block “Default font for templates”. This detail is very important, especially if you use one of the not-so-common currencies, whose symbol is supported only by some fonts or if you are using specific characters […]

Images on Templates: Stamp and Signature

In MoneyPenny you can send and print invoices, as well as estimates with your own stamp or signature. This will increase the authenticity while enhancing the professional look of your documents. To attach a stamp or a signature to any invoices/estimates, first you have to create a template with this […]

Text-block Templates

MoneyPenny helps you automate and simplify your business correspondence while making it appear more professional. Therefore, we propose default texts for many of the messages you send through your MoneyPenny account. All these messages, plus default invoice/estimate intros or default Terms and Conditions can be found in Settings -> Text […]

Using Templates

What will happen if I change the template which is in use? 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 […]

Templates’ Types

Currently, we provide six types of PDF templates for your invoicing and estimates: Classic Clean Dubai Paris London Sofia Chicago Dortmund Praha The Classic Template The Clean Template The Dubai Template The Paris Template The London Template Sofia Template Note: Sofia template is especially convenient for our Bulgarian users. Only […]

HR Admin Role

We are happy to present you a new role called HR Admin. An HR Admin can manage your staff members and teams, and can also create/read/update/delete members – except the account owner role. So if you’d like to assign someone an HR Admin Role, go to Contacts -> Staff -> Pick […]