Need an easy to use project management software and a fast way to bill your projects? Don’t look any further, we have teamed up with plan.io, to provide an integrated solution.
SalesKing-Users do now have the opportunity to import their working hours which they captured with the frequently used online-timetracking-tool mite, and to instantly proceed them into their invoice.
Time that you captured with mite are easily to import: after choosing an active project from mite you are able to import tracked-time optional sorted by work or period or both. You can also choose a customized work period to import.
Setting the assignment
To allow the collaboration with mite you have to activate the mite API. This option is based on mite in settings (click on your user-name on the right top). Just activate the assignment and copy the shown API-Key.
Additional to your mite-subdomain you have to past the API-Key within your SalesKing-settings-area – this is for secured authentification of the assignment.
Thanks to the whole mite Team for the fantastic feedback, as to Jan and Lars of Railslove for the big support while implementing this mite-importer.
As mentioned in the first article in our KingPDF-Templates-series, I will now explain the customization of your SalesKing-Templates with placeholders. Let’s step in immediately:
You have created a invoice-design in your favourite graphic-software and now want to use it in the SalesKing. After Exporting it as pdf and re-opening in your Adobe-Professional (with the Block-Plugin) your template is ready… o.k. … nearly ready. The SalesKing, of course has to know where he should write the data you want to have in your invoice (Invoice-number, invoice-items….). Now we come back to the articles-header, because a really flexible template-system needs to deal with two keyfeatures:
- Freedom of movement while placing the placeholders
- Many and mostly: intelligent datafields
Let’s get in touch with the first feature now, the other one I will reflect in the next article of the series.
Freedom of movement with blocks
The called placeholder-blocks in the pdf-template will be filled with real data while creating the pdf-document. The SalesKing does identificate the while reading their names and does deliver the needed data. The creating-process of the pdf-documents in SalesKing does the, among experts well known, PDFLib with the Personalization Server (PPS). Within the PPS there is the Acrobat Block-Plugin, which gives the ability to work with, create, copy, the ex- or import of placeholder-blocks. As followed, you can see a screenshot of a invoice-template. You can see the blocks with their red-marked names and on the second page you can see a block-dialog for the marked adress-field.
Within SalesKing the Blocks are also shown in the pdf-settings oft he pdf-templates. Here another template:
In your document, you can place Blocks on every position you want. Additional every block does have settings which do define the formatting of the letter printed text. There are so many opportunity’s to customize your template, theresor I will just mention them shortly:
- Text: font/clour/hight/flow/alignment
- Colour: outline/filling/text
- Type of block: text/picture/pdf
- For every block-tpe special options
All of that is until yet not really magical, but I have to say that I wonder I did not now it until yet. But we would not be SalesKing if we are not done with these customization-tools. That is why we decided to pimp our blocks.
“We do have customized blocks”
In the above mentioned options I did not refer to these two:
- SalesKing defined custom fields
- Blocknames with special meanings
Here you can see the propertys of the block field “notes_after” with a custom field:
Every Block can contain this special field “show on page” – it does manage (as you can imagine) on which page of the document the block is shown. This field is made for multi-page documents and can contain three different settings:
- First – the block will only show up at first page
- Last – the block will only show up at last page
- 2 – the number of the page where the block should show up
As you might noticed, we do allow multiple pages per tamplate or printed document. A multiple-page pdf therefore does need a intelligent page numbering. This does provide our Blocknames with special meanings. One of these is the “page_number”-Block:
Within the page_number-Block you can format the ouput oft he page-numbers as you want. In the example the are set to show “Page 2 of 3”.
Multi-Page-Invoices + Multi-Page-Templates = Problem
…not for the SalesKing, because a new pdf will be created page by page from the template. If the created pdf does have more pages as the used template provides, the last template-page will be used for all following-pages. Hard to imagine? A Example:
You create a pdf, with many items, over three pages and you use a two-page-template.
For the first page, the first template page will be used, and the block “notes_after” won’t be shown as pictured above. Just to say it again: His unused place will be used automatically. The following two pages will be generated from the following template-page. The allocation of the invoice-items, as the settings of sub-totals and carry-overs will be proceed automatically. Of course the “notes_before”-, and the “notes_after”-Block of the second page will be overwritten.
Sounds quite simple and will be seen as Standard from professional Users, but the most Invoicing-Tools does not support such features. Maybe we do distend with that, but if you ever was in the situation to create documents with more than one page, you will know what I am talking about.
Not enough liberty yet? Read in the next KingPdf-article:
- Breakdown of items on multiple-pages