On zistemo you can use project templates so that you can create projects even faster. Create project from template To create a project from a template click on the “+” icon on your menu and select “use template”. There’re zistemo default templates but you could save any project as a […]
Inactive Attendance Time Templates
If you are using multiple attendance time templates it might be that sometime you don’t use all of them and you don’t want to delete them. Here you learn how to make time templates as inactive and back to active again. If you are an Admin you can just delete […]
Export & Import Stationary Templates
If you using a test account and want to start afterwards a new account, you can easily export your templates which were created and import them into your new account or you just use it as a backup. You can export the ‘Company Templates’ in your company Account via the […]
How to change/translate invoice/estimate placeholder on your template
For example you want to change ‘INVOICE’ to ‘TAX INVOICE’ on your template. First go to “settings” -> “Stationery Templates” –> “shared” or to your already edit ones. Select your default template (on this example “Dubai-template”) and copy it: Go to the “document info” window and edit it: Click on […]
Using multiple time templates
If you want to use multiple time templates, here a short explanation: This allows you to create, manage and assign all kinds of working time models. 1. Create a new working time model. 2. Set your working time rules. 3. You can assign this model to a team/group or a staff/member.-> Contacts […]
Delete Personalized Template
Personal Templates can be easily removed (if it was never in use) with the Delete button. But what to do if you already used it for an invoice and still want to get rid of it? 1. Make sure it is not chosen as the default one: 2. Now you need […]
Stationery Templates – First Page, Following Pages, Last Page, One Page Invoice
To set up the different pages in your stationary template go to “Settings” -> “Stationary Templates” -> “Company Account” and “edit” the preferred template. Above the template preview, there are 4 tabs ‘First page’, ‘Following pages’, ‘Last page’, ‘One-page invoices’ (or ‘One-page estimates’). If you are setting up your […]
Users Related to the Attendance Template
To see who’s assigned to your Attendance Template please go to Settings -> Attendance and scroll down to the bottom of the page: Here you will see the list of the Users that are assigned to this Attendance Template, their Roles, Departments, and Positions:
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, […]
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 […]
Template Editor: Show document title in the items table header
Add a title to your invoice Rename Invoice Add a title to your invoice You can add a title for all your zistemo documents. As an example, for an invoice: In general, this title will be shown on the Invoices list: But you can also have it on the invoice (or […]
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 […]
How to Customize the New Logo Template
Here’s how to work with the new templates and how to customize them. Let’s start with: 1. How to change the logo We are supporting now uploaded images and we use them for the new template logos. Now let’s see how you can use a different logo on the Following […]
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 zistemo – 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. Company Logo block Sender Name block Client Address block Document Info block Intro block Totals block Terms and Conditions block, Notes block Payment options block Pagination block There is some information which will be filled by default instead of each placeholder. […]
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 – Footer Border – Signature – Placeholder – […]
Images on Templates: Stamp and Signature
In zistemo 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
Flextime escalation messages Invoice Intro zistemo 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 zistemo account. All these messages, plus default invoice/estimate intros or default Terms and Conditions can be […]
