Xin Cube Home > Articles > Xin Invoice 3.0 User Guide > Quotation > Customize Quotation Template
Getting Started
Company Information
Definition
Add New Company
Open Company
Update Company
Delete Company
Add Company Logo
Remove Company Logo
Set System Data
Default Document Setting
Payment Terms
Inventory Category
Tax
Reference Code
Email Format
Setup Email Server
Personal Preference

Inventory Database
Definition
Add new Inventory
Update Inventory
Delete Inventory
Add Inventory Photo
Remove Inventory Photo
Import Inventory
Export Inventory

Customer Database
Definition
Add new Customer
Update Customer
Delete Customer
Add Customer Photo
Remove Customer Photo
Import Customer
Export Customer

Sales Person Database
Definition
Add new Sales Person
Update Sales Person
Delete Sales Person
Add Sales Person Photo
Remove Sales Person Photo
Add Sales Person Signature
Remove Sales Person Signature
Import Sales Person
Export Sales Person

Quotation
Definition
Draft Quotation
Generate Quotation
Update Quotation
Delete Quotation
Duplicate Quotation
Customize Template

Invoice
Definition
Draft Invoice
Generate Invoice
Update Invoice
Delete Invoice
Duplicate Invoice
Import From Quotation
Generate Delivery Note
Receive Payment
Recurring Invoice
Customize Template

Credit Note
Definition
Draft Credit Note
Generate Credit Note
Update Credit Note
Delete Credit Note
Duplicate Credit Note
Import From Invoice
Customize Template

Security
Set Password
Data Backup




 

Customize Quotation Template

In Xin Invoice 3.0, you can fully custom made your own unique Quotation print out template to be sent to your customer. Our report designer makes this easy by just drag and drop the fields to be included into the template.

1. In Xin Invoice 3.0 program, click on "Setting" tab on the top menu, then go to "Template".
Customize Quotation Template

2. Click on the "Create" button under Quotation.
Create Quotation Template

3. You can chosoe to create the template based on the format of our existing template. Choose from the existing Xin template list and enter a name for your template, click button "Create Now".
Enter a name for Quotation template

4. In the Report Designer, arrange the layout to suit your own requirement.
Quotation report designer

5. To include fields into the template, choose from the Quotation Dataset in Field List section at the right of the Report Designer.
Quotation Dataset

6. To add additional objects into the template such as picture, line, label and box, choose from the toolbox on the left of the Report Designer.
Toolbox in Report Designer



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