Billings Pro Help
Index

# Designing an envelope

You can design custom envelopes for purposes of business communication using the Report Designer. Envelope layouts are used to generate 1 printable envelope for the client chosen. When designing Envelope layouts, be mindful of the printer orientation. If possible, use one of the predefined Mac OS X envelope sizes.

## To design an envelope

1. Choose Design > New Envelope.
2. Choose from the menu where will this layout/report be available in the application.
3. Enter a name for the template. Click Next.
4. 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.
5. Click Next.
6. To change the paper size, click Change.

   The Page Setup dialog opens.

7. Enter the appropriate settings. Click OK.
8. Click Next.

   Your layout is featured in the built-in editor.

9. 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.
10. 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.

11. Click Preview in the toolbar to see the envelope.
12. If you are happy with the design, save the envelope by choosing File > Save.
13. Specify a name and save the envelope in your Templates folder. Click Save.

    Billings Pro saves the envelope in the location you have specified. The path for the Templates folder is Home Folder > Library > Application Support > Billings Pro > Templates.

## See also

Designing a report

Designing an estimate or invoice

Designing a statement

Designing a label

Designing a label sheet

Printing labels, label sheets, and envelopes