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Create a custom invoice or pick list
Create a custom invoice or pick list

Personalise your invoices and pick lists

Nathan Huppatz avatar
Written by Nathan Huppatz
Updated over a week ago

Invoices and pick lists can be customised by creating a template. You need some knowledge of HTML if you want to make major changes.


Standard Templates

A selection of standard templates are provided. Go to Settings ⇒ Stores, click the gear icon button for the store you'd like to update, then select Settings from the dropdown menu.

In the Invoice Template field, click on the dropdown menu, and choose a standard template.


Creating a custom Invoice Template

You can create and modify templates on the Settings ⇒ Templates page.

You can customise the standard templates by creating a new template and copying and pasting the text from another:

  • Click on the template you would like to copy.

  • Copy the text from the Main Template: area.

  • Click New Template.

  • Give the template a title so you can recognise it as your customised invoice.

  • Paste the copied text into the Main Template: area of the new template.

  • Click Save & Preview to see the changes.

Do the same for the Line Items: area if you need to.

Editing the invoice template

Templates are written in HTML, and use "variables" to determine where the details of the invoice are placed.

A variable is a word surrounded by double curly brackets, eg. {{BillingName}} Variables are replaced with the corresponding information when the invoice is generated.

They are defined at three levels depending on their location in the invoice:

  • Account Specific Variables relate to your ReadyToShip account and are usually defined within your account settings. This is information such as your ABN, your Company Name, or your Billing Address.

  • Invoice Specific Variables relate to the invoice being printed as a whole. This is information such as Customer Name, Shipping Address, or the total cost of the order.

  • Item Specific Variables. These are specific to an item within the invoice and will only work within the Line Items field. This is information such as the title, weight, or price of the item.

Click the Show Template Variables button for a full list of variables. Clicking a variable within the list will insert it at the cursor position in your invoice template.

Line Items

There may be many items in an invoice so the HTML for each line item is defined separately and then duplicated for each item. This fragment of HTML is defined in the Line Items field of the template editor.

The point at which all the line items are inserted into the invoice is defined by the {{LineItemsTemplate}} variable.


Update your store.

Once you have created your custom invoice, you'll need to update your Store Settings.

Go to Settings ⇒ Stores, click the gear icon button for the store you'd like to update, then select Settings from the dropdown menu. In the Invoice Template field, click on the dropdown menu and choose your custom invoice from the list.


Creating a custom PickList Template

Picklist templates are not currently preloaded into the Templates area of your account, but operate in the same fashion as the Invoice templates using template tags in HTML.

If you wish to customise a Picklist please let our support team know and we can load a template for you to edit.

 

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