![]() Measurements throughout this tutorial are given in inches. ![]() 1Ĭreating the report to use as the datasetĬreating the new document and selecting the datasetįormatting, aligning, and sizing the text fieldĪdding an attribute to the Customer Header sectionĪdding and formatting additional text fields in the Customer Header sectionĪdding a line to the Customer Header sectionĬreating the column headers in the Detail Header sectionĬreating the item detail in the Detail sectionĪdding summary information to the Detail Footer sectionīefore beginning the instructions, review Creating a document using another document as a template to familiarize yourself with the various components of the Document Editor. While each step is self-contained, they are meant to be completed in order. If you need more options, for example to upload a logo, click the link below. To print, download or send your invoice for free, click the save button. The high-level steps for this procedure are outlined below. To create a free invoice, just fill out the template below. Look Professional Simply choose an invoice template and customize it with your logo. Accept credit card payments as well as cash, check and others. Get notified when invoices are read and stay on top of late payments. Get Paid Email, text or print your invoices. It may be helpful to print the document and refer to it as you create your own invoice document. Convert estimates to invoices with one click. This sample has been altered to fit within the space limitations of this manual. The completed invoice looks like the following: Purchase date, ID, description, and cost of each item ![]() Each invoice will contain the following: Replace them with the first year of data in your Tutorial project.īy following the instructions, you will create a document that provides a separate invoice for each customer. The sample documents and images in this section, as well as the procedures, were created with dates that may no longer be available in the Tutorial project. Free Invoice Template Make beautiful invoices with one click Welcome to the original Invoice Generator, trusted by millions of people. You can use this section as a tutorial, bringing together the pieces described in the chapters of this book to create a document.ĭates in the MicroStrategy Tutorial project metadata are updated to reflect the current year. Create a unique invoice number on the template. Include client’s name or business and contact details. List your business name and contact information. Download your free sample invoice template. Because the Tutorial does not contain the precise type of data needed for an invoice, such as Invoice Date and Due Date, we will use data from similar, related attributes as a replacement. There are several ways to go about customizing your sample invoice template. This section contains step-by-step instructions to walk you through creating a simple invoice with data from the MicroStrategy Tutorial. Why start from scratch when creating an invoice when you can download a free invoice template from JobFLEX to help you make professional looking invoices.
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