IN HTML Document Designer Wizard

Navigator >Setup > Invoicing System > Invoice HTML Designer > Wizard button

Use the Invoice HTML Document Designer Wizard to generate an HTML invoice document from selections. The Wizard builds the document structure — company details, title, addresses, header columns, line columns and totals — using the options you choose, then returns you to the Invoice HTML Designer where you can refine the layout, styling and content.

Note: Running the Wizard replaces the current document. Save the existing design first if you want to keep it.

The Wizard has five steps. Use the Previous and Next buttons to move between steps and the Generate button (available on the final step) to build the document.


Step 1 of 5 — Title Page
Choose the company details, title and address blocks to include at the top of the document.
Company Details
Border Width			The width of the border drawn around the Company Details block. Enter 0 for no border.
Company Name			When Selected, include the company name in the Company Details block.
Address			When Selected, include the company address in the Company Details block.
Phone No.			When Selected, include the company phone number.
Country			When Selected, include the company country name.
Title
Include Document Name			When Selected, include the document name (Invoice, Credit, Quote or Packing Slip) as a title on the document.
Position below company details			When Selected, position the title below the Company Details block. When Clear, the title is positioned alongside or above the company details.
Customer Address
Customer Name			When Selected, include the customer name in the Customer Address block.
Address			When Selected, include the customer account address in the Customer Address block.
Border Width			The width of the border drawn around the Customer Address block. Enter 0 for no border.
Delivery Address
Address			When Selected, include the invoice delivery address.
Border Width			The width of the border drawn around the Delivery Address block. Enter 0 for no border.
Step 2 of 5 — Header Columns
Choose the fields to display as columns in the invoice header (for example, Document Date, Document No, Delivery Date, Customer Code, Order No, Packing Slip No).
Iterator Object			The object whose fields are available for selection - InvoiceHead its fields are shown in Fields to Select.
Fields to Select			The list of available fields for the iterator. Tick the Add column against each field to include, then click Add Selected Fields to copy them across.
Selected Fields			The fields that will appear in the header. The Merge Field Name column shows the field expression.
Label			Edit the Label column to change the column heading that displays on the document.
Add Selected Fields			Copy the ticked fields from Fields to Select into Selected Fields.
Step 3 of 5 — Line Columns
Choose the fields to display as column headings above the repeating invoice lines (for example, Product Code, Description, Quantity Supplied, Unit, Selling Price, Discount Percentage, Exclusive Amount
Iterator Object			The object whose fields are available for selection (default InvoiceLine). its fields are shown in Fields to Select.
Fields to Select			The list of available fields for the iterator. Tick the Add column against each field to include, then click Add Selected Fields to copy them across.
Selected Fields			The fields that will appear in the lines. The Merge Field Name column shows the field expression.
Label			Edit the Label column to change the column heading that displays on the document.
Add Selected Fields			Copy the ticked fields from Fields to Select into Selected Fields.
Copy selected fields to lines			When Selected, the fields chosen here are also pre-populated as the line-row fields on Step 4, so that the column headings match the data shown in each row.
Step 4 of 5 — Line Fields
Choose the merge fields to display in each repeating invoice line row.
Iterator Object			The object whose fields are available for selection (default InvoiceLine). its fields are shown in Fields to Select.
Fields to Select			The list of available fields. Tick the Add column against each field to include, then click Add Selected Fields to copy them across.
Selected Fields			The fields that will appear in each line row, in order. Each entry shows the Merge Field Name for the field.
Add Selected Fields			Copy the ticked fields from Fields to Select into Selected Fields.
Shade alternate lines in different colour			When Selected, alternate lines in the repeating lines band are shaded to improve readability.
Step 5 of 5 — Totals
Choose whether to include shipper details and a totals block, and how the totals block is presented.
Shipper
Include Shipper Details			When Selected, include the shipper details in the footer of the document.
Totals
Label			Edit the Label column to change the column heading that displays on the document.
Generate Totals			When Selected, generate a totals block in the footer.
Border Width			The width of the border drawn around the totals block. Enter 0 for no border.
Alignment			Select Left or Right to align the totals block on the page.
Buttons
	Previous `(Alt+P)`	Return to the previous step.
	Next `(Alt+N)`	Move to the next step. Not available on the final step.
	Generate`(F9)`	Build the HTML invoice document from your selections and return to the IN Invoice HTML Designer. Available on the final step. From the designer you can preview, edit and save the result.
	Cancel `(Esc)`	Close the Wizard and discard changes. The current HTML invoice document is left unchanged.