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Create and assign your document templates
Create and assign your document templates

Customize your sales documents to fit your corporate image.

Camilla avatar
Written by Camilla
Updated over a week ago

First of all:

  1. Open the Menu in the top right corner

You can create and manage as many template formats as you need and then assign them to each type of sales document and to purchase orders. Follow the steps below to learn how to create templates:

1. Choose the layout

  1. Open the template editor by clicking on an existing template or New Template.

  2. Browse the library of layouts and click to preview or select.

  3. Choose from over 50 available layouts

Depending on the layout, certain fields will be displayed and others will not. For this reason, it is advisable to select a template whose fields and layout suit your needs.

2. Upload your company logo

  1. Click on Logo in the left bar

  2. Select or drag the image from your computer. The maximum size is 500x500 px in PNG or JPG format.

  3. Set the size of the logo. You can also choose to hide it.

3. Customise the template

  1. Click on Customize, on the left side bar

  2. Select the Typography

  3. Choose the colour or type its code in the Colour field

  4. Under Document, choose between Landscape or Portrait orientation

  5. If necessary, enable the Watermark option for the documents you want to watermark

4. Add custom fields

Add fields to be filled in with the information you consider appropriate (e.g. origin, sending method, etc.). You can fill them in when you generate the document.

  1. Select Field, in the left bar

  2. Click on + Add field

  3. Add the name of the field that will appear in the document.

You can also enter additional information that will appear as a footer . Do not include details about the Commercial Register or the payment method here, as you can do this from Advanced options and from the payment method settings.

5. Define the details

Click on Details to define the name and description of your template to identify it among all the templates you have created.

Once you have completed these steps, click the Save button at the top right.

Advanced options

Additionally, you will be able to choose which of the following fields you want to appear in your documents, as well as edit their content:

  • Table
    Select which columns you want to appear in the documents, set the order using the two arrows icon and customise their title. If you change the language of a document, the customised titles will not be changed.

  • Legal fields
    Select whether or not you want to include information about the Legal Terms and Commercial Register and use the enabled field to add the text. If it is too long, you can check the Show on full page box.

  • Company information
    Select the details of your company and your contact that you want to be displayed in the documents. Some fields may not be available depending on the template.

  • Product information
    Include additional information about your products in your documents.
    If you activate the Show description in concepts checkbox , you can choose between showing the product description below the concept or adding a separate description column in the table elements. In this case you will have to activate it in the Table options.

  • Document names
    You can customise the name of your documents.

  • Customise the HTML code
    Highlight the identity of your business by modifying the basic HTML of the templates available to you.

Assign templates to your documents

  1. Under Document Formatting, select a document type from the left sidebar.

  2. Select one of the design templates you have created from the drop-down menu

  3. Select the appropriate option in Document Mode to display the fields:

    • The Items option , which activates the Quantity column

    • Time will cause the Hours and Price/Hour columns to display.

    • The Total will cause the Quantity column to disappear

    • The No tax option will cause the summary of the invoices to not show the amount of the taxes broken down.

  4. Check the Product discount and Show discount checkbox to add the discount column.

The due date can be activated for quotations, proformas, delivery notes, sales orders and purchase orders, while in the case of invoices, this is already shown by default.

In Delivery notes you can check the additional options Show weight and Valued delivery note. In Purchase orders you can check the option Complete order by default so that your purchase orders are automatically marked as sent.

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