Default template for 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 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 used 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 Template header Header icons – buttons on 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 9 different […]

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 address. So […]

Document space images in Templates

Document space images in 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’ -> […]

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 signature to any invoices/estimates, first you have to create a template with this stamp […]

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 […]

Recurring Invoices

Recurring Invoices are invoices that are created automatically with a specific frequency. MoneyPenny allows you to create a Recurring Invoice Profile that will create and even send out these invoices for you. Just go to Sales -> Invoices -> Recurring Invoices -> and click ‘Create recurring Invoice’: On the “Create Recurring […]

The Client Account

The Client Account gives your client access to the following: – Dashboard – his own reports – Invoices (invoices, retainers, payments) – created for this client – Estimates – generated for this client – Own settings. On the Dashboard page, the client is able to see some general information about his […]

Retainer creation

Why do you need a Retainer? The benefit of a Retainer is that the client pays in advance for products or services to be specified later. In other words, a Retainer is a payment guarantee for future products, services to be rendered. How to create a Retainer? To create a […]

Bank Transfer Slip

You can create invoices with Bank Transfer Slip on the second page: So, how to add it? First, you should create a document template with Bank Transfer Slip (how to create your own template). Go to Edit template and mark the checkbox ‘Enable bank transfer slip’, then upload your bank […]

Show Project Custom Fields on Invoice

MoneyPenny helps you organize your projects better by adding any information which is important for you, your staff or business. For this purpose, you can create custom fields (read more here). This information can be further displayed on the invoices generated through the project (how to generate such an invoice? Read […]