Overview
Configure document templates, including creating, customising and setting default templates for each document type.
👥 Access Permissions
Only users with access to Settings can configure or access integrations.. Review user roles before commencing.
📍Location in the app
Settings > Document templates
Key Features
Search PDF Templates
Templates can be searched by name.
Create a template
Select Create template to create a new PDF template.
Template statuses
Statuses that you can come across:
Read-only - Factory templates were PDF template if not customise
Default template - templates set for each document type.
Inactive - created templates that are not set as default templates.
📝Notes
One template is always assigned as the default for each document type (Invoice, Partial Invoice, Delivery Docket, Proforma Invoice, Purchase Order, Quote, Run Sheet and Work Order).
Factory default templates cannot be archived.
Creating a new template
To create a new PDF Template, follow these steps, or take a moment to watch the short video.
Select
Create templatewithin Document template.Choose a document type, then select
Create new template.Build the template using drag-and-drop components.
Adjust styling such as font, alignment, column size and background colour.
Select
Publishto save changes.Use the more options (three dots) menu to set the template as default
✋ Warning
Progress is not saved if the window is closed while creating or editing a template.
Creating new template (Video)
Managing PDF templates
Use the more options (three dots) menu beside each template to:
Archive or unarchive
Duplicate
Edit
Make default