Designing an envelope
You can design custom envelopes in Billings using the Report Designer. Envelope layouts are used to generate 1 printable envelope for a client you select in Billings. When designing Envelope layouts, be mindful of printer orientation. If possible, use one of the predefined Mac OS X envelope sizes.
To design an envelope
- Choose Design > New Envelope.
- Choose from the menu where will this layout/report be available in the application.
- Enter a name for the template. Click Next.
- Choose whether to start from a blank template or use one of the existing layouts. Selecting the latter gives you a host of templates to choose from.
- Click Next.
- To change the paper size, click Change.
The Page Setup dialog opens.
- Enter the appropriate settings. Click OK.
- Click Next.
Your layout is featured in the built-in editor.
- Keep in mind the following:
- You can edit by double-clicking a field in the editor pane. The Edit Dynamic Text sheet opens and you can make changes.
- In the Edit Dynamic Text sheet, you can add new fields to the customized envelope by navigating the Fields column located on the right-hand side and clicking the "+" button. To remove a field, click on an appropriate field in the envelope (on the left side of the sheet), and press the Delete key in your keyboard.
- You can adjust the style, spacing, and alignment of your fields by choosing the drop-down selectors located at the top-left of the Edit Dynamic Text sheet. Note: You can learn more about the Report Engine concepts in this document. Learn more about creating reports/layouts by clicking here.
- Click OK.
The envelope opens in the built-in editor with the default presets. If you wish, you may adjust the settings in the Info column of the editor.
- Click Preview in the toolbar to see the envelope.
- If you are happy with the design, save the envelope by choosing File > Save.
- Specify a name and save the envelope in your Templates folder. Click Save.
Billings saves the envelope in the location you have specified. The path for the Templates folder is Home Folder > Library > Application Support > Billings > Templates.