Good afternoon everyone,
I’m afraid I can’t get the HTML/CSS editor to work. Every time I close the window (after clicking “Save”, of course) my design gets back to the standard format. I can’t get to v5 if I can’t create my invoices…
Are you creating a custom design? You would need to also select the custom design either on the settings tab on the invoice edit page or set is as the default on Settings > Invoice Design.
Thanks, understood. Any changes to the HTML preview are discarded, it can only be used to preview your changes. To create a design you need to update the design template itself.
Hi Hillel,
Thank you for the info. It has taken me quite a long tim to understand how all this works and I have to say it’s not very clear in the documentation. Some note about the HTML preview would be of great help.
@hillel I’m having this same issue. I was easily able to make adjustments to the invoice template in v4, but the HTML editor in v5 is not saving any of my changes.
I don’t have a step by step guide, but if you want to update the design you need to make the changes in the raw HTML template. If you update the HTML preview the changes will be lost.
Hi Hillel,
To be honest, I think the real problem is that nowhere says “this is just a preview” or “these are the templates”. In fact, I think the preview is quite useless, but that’s just my opinion.