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1.3 Build an Invoice in Adobe Photoshop

Now, we’ll recreate the same invoice style in Adobe Photoshop. Again, we’ll go over the key details that every invoice should include so that payment is never delayed.

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1.3 Build an Invoice in Adobe Photoshop

[SOUND] So now we're going to build an invoice in Adobe Photoshop. Most of the same principles apply and you'll see it's easy to adjust the invoice template in Photoshop. One of the things that's definitely easier to do in Photoshop is to add an image to the header here at the top. Let's look at an example of that. There's this space at the top where you can see an image placeholder. I'm going to swap it out with an image of my own. You could always use Envato Elements to grab a photo to use as a background. You probably already know that Photoshop works in layers. With big, complex files with many layers like this one, it could be hard to pinpoint the layer that we're working on at times. One of my favorite tricks is to hold Alt on the keyboard and click on something so Photoshop automatically selects the layer that I'm clicking on. I keep an eye on this layers panel here on the right side most of the time while working in Photoshop. With this layer selected, I'm going to hold Control on Windows or Command on Mac and and click on the layer. You can see this dotted line showing that we have just this area selected. Now I'll switch to where I have my image open, and do a Select All. Then I'll go ahead and copy it to my clipboard. Switching back to the invoice, I'll go to Edit, Paste Special, Paste Into. This trick helped me make sure that the background image fits into the area we selected perfectly. I'll just drag and move it around to place it exactly where I want. Let's make our next swap by adding in our own website address. Again, I'll Command or Control click on that text and just type over it with my own URL. Now, notice that this is just a little too large for the box. To solve that, I'll just go ahead and select the rectangle and then I'll come up to Edit > Transform > Scale. You'll see these handles appear on the box and I'll just pull them out to create enough room for the text to fit. Then, lock in those changes. Next up, it's time to swap out the logo. I'll just use my same selection trick to start off by selecting the logo. Now, over on the side, you can actually see that there are multiple layers that make up the logo. On the layers panel, I'm going to select each of them by holding command on MAC or Control on Windows and clicking on each of them. Once I've got all of those selected, I'll just go ahead and click Delete down at the bottom of the layers panel to remove all of them. Now, it's time to add in our own logo. I've already got it open here and I'll go ahead and copy it to my clipboard. Then, I'll come back to the invoice file and paste it in. To scale it, I'll come right back to Edit > Transform > Scale or use the keyboard shortcut, Cmd or Ctrl+T, and drag it down to the size I want. While I'm in this view, I can also drag and drop to reposition that logo onto the box as you can see here. Next up, we can incorporate a bit of our own style. I like that this says invoice, but not the yellow color scheme. Let's use that very same trick to select that layer, and then use a layer style to recolor it. You could certainly drag and create new shapes from scratch but that simply takes more time than the approach that I'll show you. Let's just right-click here on the right side, and choose Blending Options. Now I'll choose a color overlay option to recolor that layer. You can use the color chooser here to simply apply a new color right on top of that layer. I like this approach for its ease of use, and how easy it is to apply to other layers in just a couple of clicks. In fact, let's go ahead and recolor the other yellow elements with this exact style. I'm going to close out this and then, on the layers panel, I'll right-click on that layer and choose Copy Layer Style. Now, let's go ahead and select each of these layers that are still yellow. I'll chose another layer and then right-click on the active layer and choose Past Layer Style. That applies the new overlay color to that same layer, as well. Basically, we're copying and pasting that effect that we applied. I'll just go ahead and repeat this same process for each of the remaining yellow elements. I'll paste that layer style on the yellow boxes so that they're consistently colored with the same overlay. I like this approach to help ensure consistent recolors for each and every layer. Now we've got the color scheme updated and matched consistently. As I mentioned in the last lesson, there are several details that are really crucial for us to fill in on each and every invoice so that we get paid on time every time. One of these is the contact details for the client. I'm going to grab the text tool up here on the left side and click in this box. I'll just type over it with the new client details. I'm just gonna repeat this process with each and every box here so that I have the client details updated. If you're sending an invoice through the mail particularly, it's crucial to get these right or else it might not get routed correctly in the mailroom, for example. This could be the difference between getting paid on time and not, so spend some extra time on these types of details. Let's also go ahead and add an invoice number here. For me, I always make sure that I have a unique numbering system for my clients. So I'll usually write a shorthand version of the client name, followed by a few digits here to help keep them in sequence. Systems like this could help ensure that we stay organized, and that each client billing is unique. You'll always want to update the invoice date and issue date each time you create an invoice as well. One tip that I might have here is to change the text that says invoice date as well. I'm actually going to update this to due date. This is really helpful to make it clear to the client when payment is expected. I'll just change out both of these boxes, updating the dates, as you can see me doing here. Be as clear as possible when it comes to key details like this. Something like account number is totally optional, so I'm going to go ahead and just remove it. Keep in mind that you could use this box for something that's internal to your team, for example, like something that would be useful to an accounting team. Now in the center of the invoice, it's time to add all of the details that are relevant to your specific project. This will, of course, include each item that you're going to invoice the client for. As you can see me doing here, I'm just updating each and every line with the information that's relevant. Try to include descriptions of each portion of the project, or what you're invoicing the client for. What I've found works well is to provide those details that will really give a good description to whoever your invoice is going to. You never know who the invoice will land on the desk of and it really helps if you have all of the details so that it doesn't get hung up with questions and delay you getting paid. If you're selling physical items, also think about using this quantity field. It can also be used to show an hourly rate, for example. And of course, double check that the amount that you're billing the client is right on track with the estimate you provided early on. I'll just remove each of the line items that I won't need to use in my invoice. Again, I'm just using the trick where I hit Command and click on Mac or Control click on Windows to select those active layers and delete them. Finally, make sure to grab your calculator and tally things up here at the bottom. You could include taxes and discounts as needed for compliance but ultimately, the grand total should match up, and the total due should be very clear here. Now update your payment details here on the left side, you'll want to send this final invoice through a payment system like PayPal or another processor so that the recipient can pay accordingly. The document we're building is just documentation for what you're billing. Last up, let's just go ahead and add those last personalized details here on the bottom. Make sure to drop in your own contact details. These are some of the crucial details that make sure that they can get in touch with you as needed. Better to have these details on each and every invoice so that the client can contact you with any questions. Finally, just add your company's name and optionally, your signature here on the right side. I'll remove that signature since I don't have one at the ready. Let's go ahead and wrap up our invoice by going to the file Save As menu and choosing the Photoshop PDF format from the drop down. You'll always want to convert the PSD to a finished PDF so that the recipient can't edit or change it in anyway. Also, consider saving your PSD at this point, so that you could reuse it in the future with your own branding. Just update those relevant details each time. This video has shown you how you can customize a PSD template to create the perfect invoice. Just by selecting the layers and changing out the details, you can make sure that you can update the invoice easily. Much like our Microsoft Word example, it's all about getting the details right so your business can keep moving along. That's it, whether you love Word or Photoshop, this invoice template highlights how easy it is to put a design touch on your documents. I'm Andrew Childress for Envato Tuts Plus and thanks for joining me.

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