Set up a template for each kind of document
A template decides how one kind of document looks and which optional parts it shows. You set one for each company, each document type and each language, so a US company’s invoice in English and a Ukrainian company’s invoice in Ukrainian can differ.
What a template controls
Section titled “What a template controls”- Columns. Hide the optional columns you don’t need, reorder the columns and rename them.
- Header and footer text. Add your own lines, such as bank details or payment terms.
- Logo position. Choose where the company’s logo sits.
- Page size. Choose A4 or Letter. A company registered in the US starts on Letter.
- Style. Choose one of the available styles.
Set one up
Section titled “Set one up”- Choose the company, the document type and the language the template is for.
- Change the columns, the header and footer text, the logo position, the page size and the style.
- Check the live preview beside the settings, which shows the document as you edit, the way the preview works on a linesheet. See Make a linesheet for wholesale buyers.
The logo, bank accounts and signatories come from the company. See Style your documents.
What you cannot change
Section titled “What you cannot change”Some fields are required by the law of the country the company is registered in. Those cannot be hidden or renamed, and the reason is shown next to each one. A field that is optional in one country can be required in another, so a template follows the company’s country. See Issue an invoice or delivery note for an order.
Documents already issued
Section titled “Documents already issued”An issued document keeps the look it was issued with. Changing a template changes the documents you make afterward. Re-rendering an issued document does not change it.