The invoice builder is the area to customize your invoice for your small business. The invoice builder allows you to organize how items are displayed on your invoice and whether certain items are shown. In the invoice you will be able to choose the color of your invoice, your invoice components, invoice subcomponents, set your invoice options, and save your invoice.

The invoice builder is located in the "Customize" menu item. Then click on "Invoice Builder".

There are slight differences between rental and service invoices. Rental invoices have the ability to show the "Rental In" subcomponent, which is the earliest "In" event on an order, and the "Rental Out" subcomponent, which is the latest "Out" event on an order. Service invoices only have the ability to show "Service Info" subcomponent. (Hint: You can turn these subcomponents on in the Header component, described below).

When you reach the Invoice Builder, you will see a screen like this.
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The Invoice Builder allows you to customize your invoice in many ways. Below, we've labelled some of the major areas.

The following items have been outlined:

You can customize the look of your invoice using the color selector, components, subcomponents, and options (Hint: Read above to find out where these are located within the invoice builder).

The way your components are ordered (from top to bottom) are how they are displayed on the invoice. Changing the order of the components will change the appearance of your invoice. 

You can re-order components by dragging and dropping them into place. To drag and drop a component, press on the component and hold down the press: you can now move the component into the correct position. (Hint: you can also press once on the component and press the location where you want it to be positioned). Below, we are dragging and dropping the "Header" component. You can tell we're dragging and dropping the "Header" component because it's the only component that is white, all other components have been greyed out. 

If we wanted to move the "Header" component above the "Received Payments" component drag the "Header" into that position, release the press (Hint: if you pressed the "Header" component once, you can press on the top half of the "Received Payments" component) and the "Header" component will be moved.

Components

There are 9 components. 

1. The "Header" Component: The "Header" component is the only component that contains subcomponents. Subcomponents will be explained in more detail below.

2. The "Notes" Component: The "Notes" component is where you are able to determine which notes show on the invoice. There are checkboxes, which you use to choose whether a certain type of note is displayed or not. If the checkbox is blue and has a checkbox it will be displayed. If the checkbox is empty the note will not be displayed.

3. The "Text Area" Component: The "Text Area" component is where you can enter additional text. Any extra text you want displayed on your invoice can typed into this text field. This area is left justified.

4. The "Terms And Conditions" Component: The "Terms And Conditions" component is where you can enter your terms and conditions for your invoice. Anything typed into the text field on this component will be shown on your invoice. This area is center justified.

5. The "Printer Page Break" Component: The "Print Page Break" component allows you to create a page break for your invoice. A page break causes the components below it to be printed on a new piece of paper. If you want to split parts of your invoice between two pages, use the "Print Page Break" component.

6. The "Line Items" Component: The "Line Items" component displays all the line items on your invoice. 

Each product or service that is added to the cart (and that appears on the checkout tab) is considered a line item. Each line item has a quantity, name, price, line total (price times quantity), images, description, and product note (some of these are optional and set in the options, discussed below).

7. The "Customer Assets" Component: The "Customer Assets" (also known as Customer Property, Vehicle Profiles) component displays all customer assets that were created in the customer's CRM profile and assigned to the order. You can create a customer asset within the customer's CRM profile, and assign the asset in the order.

8. The "Received Payments" Component: The "Received Payments" component displays all the payments already made on the order.
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The received payments will display a date, time, payment method, amount paid, total payments, and balance owing.

9. The "Future Payments" Component: The "Future Payments" component displays all the scheduled payments within an order. 

The future payments will display the date the payment is scheduled, payment method, outstanding scheduled payments, and balance once all payments are received. Learn how do i schedule a future payment.

To add a component, scroll down to the bottom of the invoice builder page. You will see a grey "Add" block that looks like a component.

Press this "Add" block, and a SmartBoard will appear that lists all of the components that are not currently displaying on your invoice (Hint: There may be no additional components, which means you have all components displaying on your invoice currently). Below, this SmartBoard is showing with all the components on it (meaning all components have been removed from the invoice).

To add a component, simply press on the component in the SmartBoard you wish to add.

To remove a component press the X in the top right of the component. It will then no longer appear on the invoice builder page. Below the "Terms And Conditions" component is show with the X to remove it outlined in orange.

Subcomponents are only located within the "Header" component. The position of subcomponents within the "Header" component determine how the subcomponents will be displayed on your invoice.

You can re-order subcomponents by dragging and dropping them into place. To drag and drop a subcomponent, press on the subcomponent and hold down the press: you can now move the subcomponent into the correct position. (Hint: you can also press once on the subcomponent and press the location where you want it to be positioned). Below, we are dragging and dropping the "Logo" subcomponent. You can tell we're dragging and dropping the "Logo" subcomponent because it's the only subcomponent that is white, all other components have been greyed out. 

If we wanted to move the "Logo" subcomponent to the bottom right hand corner, we can drag it into that position and then release the press once it's in place (Hint: if you pressed the "Logo" subcomponent once, you can press the bottom corner "Add" block) and the "Logo" subcomponent will be moved.

To add a subcomponent, locate the "Header" component. You will see a grey "Add" block that looks like a subcomponent. Below is the "Header" component with no subcomponents on it. 

Press the "Add" block within the "Header" component and a SmartBoard will appear that lists all of the components that are not currently displaying on your invoice (Hint: There may be no additional subcomponents, which means you have all subcomponents displaying on your invoice currently). Below, this SmartBoard is showing with all the subcomponents on it (meaning all subcomponents have been removed from the "Header" component).

To add a subcomponent, simply press on the subcomponent in the SmartBoard you wish to add.

To remove a component press the X in the top right of the subcomponent. It will then no longer appear in the "Header" component. Below the "Logo" subcomponent is show with the X to remove it outlined in orange.

Invoice options is a way to further customize what displays on your invoice. You can access the invoice options by pressing the gear icon in the top right corner of the Invoice Builder. The gear icon is outlined in orange below.

Pressing the gear icon will cause a SmartBoard to appear with the invoice options. 

In the options you can decide whether you want to show or hide certain information and change the font used on the invoice. You toggle the options using a switch (if the switch is blue, it means that option is turned on and will be displayed on the invoice).

The options are:

After you set the invoice options, press the blue checkmark button in the top right corner of the Invoice Options SmartBoard.

After selecting your color, invoice components, invoice subcomponents, and invoice options, you will want to save your invoice. To save your invoice press the checkmark button in the top right corner of the Invoice Builder page. It is outlined in orange below.
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