Starting Point for Formatting Schedules

This is 1 of 3 articles from the Schedule Formatting article series.

It is important for you to know the formatting used by your Invoice template as this supercedes your Schedules' formatting when the 2 documents are combined to create the final Invoice. 

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Defaut Format Settings

Setting Up the Schedule

Defaut Format Settings

The Default formatting (also referred to as "Vanilla") applied to INSIGHT documents are as follows:

Though we have a standard ‘Vanilla’ set of documents, you can opt to further design documents for your own individual brokerage. Depending on your design requests, the team may need to deviate from the default format settings described above. If this is the case, it is important you are aware of the new format settings as these will also need to be applied to your schedules.

Setting Up the Schedule

Schedules brought across from your previous broking system have their own formatting settings that could conflict with the Invoice Template's formatting.

This section contains settings that need to be checked and applied to Microsoft Word when formatting schedules, to ensure your schedule retains its formatting when combined with the Invoice template.

Click the Details button to view step by step instructions. 

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