Skip to main content

Template Center

Where: Company → Template Center (available to most staff roles; managing defaults is admin territory).

One template system for every document type — quotation, tax & proforma invoice, sales order, purchase order, RFQ, GRN, supplier invoice, delivery note, job card, material issue, payment receipt, BOM. Design once; every Print and Email across the app uses your designs.

The pieces​

  • Library — ready-made professional templates to start from. Browse, preview, and adopt one per document type.
  • Create — start a new template for a document type (there's also an AI assist that drafts template content for you).
  • Editor — customise layout, branding, colours and fields with a live preview of real document data.
  • Invoice Designer — a dedicated designer for the invoice look.
  • Defaults — mark one template per document type as the default; that's what the one-click Print button and quick-print entries use.

How printing uses templates​

Every document's Print split-button offers:

  • Quick print with the default template,
  • Print studio — pick any template with a live preview before printing,
  • Preview in new tab — then the browser's Print → Save as PDF makes a PDF.

Emails attach the same rendered document. See Printing & Emailing Documents.

Tips​

  • Set your logo and brand colours once — every document inherits them.
  • Make a proforma template distinct from the tax invoice — the invoice menu offers both.
  • The email colour theme (the wrapper around emailed documents) is configured separately — see Email Logs & Themes.