This is especially recommended for the contents of the invoice or quotation. Here are a few tips we'd like to give you: If you want to customise an invoice template, first create a draft invoice in your account. ! Important remark: before you want to personalise, make sure a document has already been created for the particular template you want to personalise.
Go to Settings and click on Document layout.You can look up the complete list of available shortcodes in the template builder. Shortcodes start and end with a $-sign and are written in capitals. In your Word document, place them where you want the info to appear.
Shortcode are small snippets of text that Teamleader Focus will recognise and replace by the corresponding information from the tool. Teamleader Focus recognizes these elements and transfers them to your invoice and quotation lay-out. Since you’re using Word to compose your document, all of the style elements within Word can be used to define your lay-out. Integrating a house style in Teamleader Focus is done by combining a Microsoft Word document (.docx) with certain shortcodes.
