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Covers template requirements such as letterhead, invoice metadata placement, tabular invoice data spanning pages, page numbering, nearest-office sender address selection, and conditional whitespace imagery based on remaining space. 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The tutorial then guides you through adding backgrounds, text formatting, dynamic invoice data, and finishing elements like page numbers and dynamic media.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},335054,1792159961,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":20,"category_name":21,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":9,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":42,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":8},1099513958607,"https://ap-avatar.wpscdn.com/avatar/100002390cf8733938c?x-image-process=image/resize,m_fixed,w_180,h_180&k=1778829742770036399","OL Connect Walkthrough Creating an Invoice Version 2022.2  \nLast Revision: 4/24/2023 Upland Software, Inc  \nAll trademarks displayed are the property of their respective owners.  \n© Upland Software, Inc. 1994-2023. All rights reserved. No part of this documentation may be reproduced, transmitted or distributed outside of Upland Software by any means whatsoever without the express written permission of Upland Software. Upland Software disclaims responsibility for any errors and omissions in this documentation and accepts no responsibility for damages arising from such inconsistencies or their further consequences of any kind. Upland Software reserves the right to alter the information contained in this documentation without notice.  \nTable of Contents  \nTable of Contents 4  \nDesigning an invoice 5  \nTemplate requirements  5  \nCreating a template 7  \n1. Creating a template  7  \n2. Importing images  7  \n3. Adding a Virtual Stationery background  8  \n4. Adding text and applying basic formatting to it  8  \n5. Exploring the document  9  \nAdding the dynamic invoice data 11  \n1. Adding the dynamic table  11  \n2. Adding labels and rows  13  \nFormatting the Dynamic Table 15  \n1. Formatting text and currencies  15  \n2. Changing column widths  16  \n3. Using the Formatting dialog  16  \n4. Using the Stylesheets dialog  17  \n5. Editing a style sheet  20  \nAdding a variable address (using a snippet, master page and script) 22  \n1. Importing a snippet  22  \n2. Inserting a Box on the Master Page  22  \n3. Write a script that uses a snippet  23  \nThe finishing touch 25  \n1. Adding page numbers  25  \n2. Using an image as a whitespace element  25  \n3. Switching images dynamically  27  \n4. Switching Media dynamically  27  \n5. Keeping elements together  29  \nPage 4  \nDesigning an invoice  \nThis step by step walkthrough will teach you how to create a new basic invoice from scratch. It will explain common techniques that are applicable to other document types too.  \nConnect Designer lets you create and design print documents, web pages and emails in one tool.  \nEvery aspect of a document can be easily personalized thanks to its feature-rich and user-friendly interface.  \nThe file format of the templates is HTML, the main markup language for web pages and e-mail messages. When exploring the user interface you will see several items that reveal this underlying technology. You will be able to work with the application without knowing HTML, but for users who are advanced in HTML and related technologies and standards like JavaScript and Cascading Style Sheets, the user interface does include the appropriate features.  \nThis tutorial will teach you to create a new basic invoice from scratch. It will explain common techniques that are applicable to other document types too. But there is more to learn. To discover new ways and enhance your skills, please visit [https://olresourcecenter. uplandsoftware.com](https://olresourcecenter. uplandsoftware.com and)[ and](https://olresourcecenter. uplandsoftware.com and) the Help (PReS Connect or PlanetPress Connect) .  \nThis walkthrough is meant to be used with OL Connect Designer 2022.2 and later versions.  \nTemplate requirements  \nHere are the requirements for the invoice template that needs to be created:  \nl The template contains a letterhead. Which color it has, depends on the hobby of the receiver: green for skating, purple for skiing.  \nl The general invoice information, like the invoice number and the due date, should be printed atthe top, under the letterhead.  \nl The invoice data has to be printed in a table. The table should contain a transport line if it runs over two or more pages. The pages should be numbered.  \nl The company has several offices. The sender’s address should be the office that is nearest to the receiver of the invoice.  \nl To fill any remaining white space a picture should be printed. Which picture is printed depends on the hobby of the receiver. If no white space remains, the picture shou","cbCaiqvhJB3ZBVIl","https://ap.wps.com/l/cbCaiqvhJB3ZBVIl","pdf",2821273,"English","# Designing an invoice\n## Template requirements\n## Creating a template\n### 1. Creating a template\n### 2. Importing images\n### 3. Adding a Virtual Stationery background\n### 4. Adding text and applying basic formatting to it\n### 5. Exploring the document\n## Adding the dynamic invoice data\n### 1. Adding the dynamic table\n### 2. Adding labels and rows\n## Formatting the Dynamic Table\n### 1. Formatting text and currencies\n### 2. Changing column widths\n### 3. Using the Formatting dialog\n### 4. Using the Stylesheets dialog\n### 5. Editing a style sheet\n## Adding a variable address (using a snippet, master page and script)\n### 1. Importing a snippet\n### 2. Inserting a Box on the Master Page\n### 3. Write a script that uses a snippet\n## The finishing touch\n### 1. Adding page numbers\n### 2. Using an image as a whitespace element\n### 3. Switching images dynamically\n### 4. Switching Media dynamically\n### 5. Keeping elements together","[{\"question\":\"What version of OL Connect Designer is this walkthrough for?\",\"answer\":\"It is meant to be used with OL Connect Designer 2022.2 and later versions.\"},{\"question\":\"What template requirements must the invoice include?\",\"answer\":\"The invoice template needs a letterhead, invoice number and due date at the top under the letterhead, invoice data in a table (including a transport line if it spans multiple pages), page numbers, sender address chosen from the nearest office, and conditional whitespace imagery based on remaining space.\"},{\"question\":\"How do you create a new basic invoice template from scratch?\",\"answer\":\"Create a new Print Template, set page size and margins, rename Section 1 to Invoice, then save the template. The tutorial then guides you through adding backgrounds, text formatting, dynamic invoice data, and finishing elements like page numbers and dynamic media.\"}]","Designer_Invoice_WT - OL Connect Walkthrough Creating an Invoice Version 2022.2 | PDF",1790009495]