Invoice Templates, Quote Templates, Email Templates
Edit Word Templates to customize CRM Software Quotes, Invoices, Customer Letters etc
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Amphis Customer CRM Software generates Quotes, Invoices, Customer Letters, Reminders, Job Sheets etc as Word documents and there is a Document Template for each type of document.
The Templates themselves are also Word documents and you can easily Edit the Word Templates to change the wording and layout of documents produced. Just select Tools->Maintain Templates to get to the list of templates you can edit.
On the Maintain Templates form, you can select the template you would like to edit eg Invoice - freeform and click Edit Template.
This displays the Template in Microsoft Word where you can use standard Word facilities to edit the Template to suit your business requirements.
This is how the default free form Invoice Template looks when you first edit it.
There are special tags eg <!customerid!> which are replaced with the specific customer details when a document is created, and there are free text areas which you can customize as you please. Anything that isn't within special tags can be edited. For example you can change "Thank you for your custom". You can edit the header and footer to add your company logo, company name and address, telephone number etc. You can change the fonts etc.
If you don't want to display something that is generated by the special tags you can just delete the special tag. For example, if you don't want to display the customer id you can simply delete the customer id tag and the text that goes with it, and the customer id will not be displayed on documents generated from that template.
Quote Templates and Invoice Templates also contain one or two tables (shown above in blue) that are used to display the individual quote/invoice paragraphs or items. The table(s) should not be deleted or the number of rows/columns changed, but the font, size, colour of the table can be changed.
Also, please note that those tables need to be the last tables in the template and those tables cannot be within another table or else the templates will not work. If you see an error message indicating that you need to create a table with 5 columns and 2 rows, then you may have put those special tables within another table or they may not be the last table(s) in your template which will cause problems.
Edit Invoice Template
This 60 second CRM Software video shows how to Edit an Invoice Template. This video features UK Pounds Sterling, UK date format and UK address format but the software supports any currency, date format and address format.
If you are having problems using templates, please email an example Word document eg an invoice or a quote you are trying to create to us and the template you are trying to use and we will take a look. There is no charge for this.
New Templates
If you want something a bit more formal than our example templates, we also have some new templates that look like this.
You can view or download the new Word document templates below.
Invoice - free-form template
Invoice - itemized template
Quote - itemized template
Quote - free-form template
Reminder (payment reminder) template
To use these new template, go to Tools-Maintain Templates, select the relevant template eg Invoice-freeform, click Edit Template.
Copy the contents of the new template (Control-a followed by Control-c)
Paste the contents into the existing template (Control-v) and Save the document.
Now when you create new Invoices or Quotes etc, it will use the new templates.
Also, when creating a document eg a quote, you may see these buttons, and you can click Edit Template to edit the corresponding Word template.
If you click Restore Original, the previously saved Document Template is restored. This provides a backup facility.
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