Quotation and Invoice spacing

Question asked by Steve Mclean 7 years ago

Hi,

Is it possible to create sectional quotes? When I was doing quotes in Excel I had:

Heading: Equipment

... list of equipment required ...

Equipment Total

Equipment Discount

Heading: Installation

... breakdown of labour...

Labour Total

Quote Total

Is the above possible in Clearbooks?

Thanks, Steve

10 Replies

Hi Steve,

Unfortunately we do not have an option to do so. However, if you have CSS knowledge, you could potentially add some lines of code to achieve this. To access the advanced styling, you must head to Settings > Invoice Themes > Click Edit for the theme you're using > Click Styling > Change the editor to Advanced.

Tommy

Hi,

Yes I will do that in a bit.

Thanks again Tommy.

Hi Steve,

I do apologise, I think I misunderstood! At the moment, you are not able to copy built in themes. However, I can share the theme CSS with you, are you able to send us an email to contact support ?

Tommy

I have been doing that, but the Elemental theme isn't there as far as I can see? Or is it under a different name?

Steve

Hi Steve,

Ah, I see, you can do so by heading to Settings > Configure System > Invoice Themes > Templates > Click the + icon to add them to your themes. Please see below:

file

Tommy

Hi,

Yes, it's the bit where I want to add a built-in theme to my themes. Where do I do that?

Cheers

Hi Steve,

This would be possible, if you add the built-in theme to your themes, you should then have the option to click Edit, please see example below:

file

Tommy

Hi Tommy,

Is it possible to upload the in-built themes to the templates? I want to modify the CSS for one I like, but don't have edit ability on these.

Thanks, Steve

No problem, feel free to let us know if you come across any other problems!

Tommy

Thanks Tommy,

I'm slowly getting my head round things ... engineer here not an accountant!

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are