This feature allows you to create different templates which control the output when generating PDFs or online documents for your invoices, credit notes, quotes and purchase orders. Within each template, you can set the fields that are visible on the output, select from multiple layouts and choose the underlying theme colour and font. If you plan on using a logo in your template, then follow the Adding a Logo steps before proceeding.
The Brands and Templates feature enriches the functionality around invoices, credit notes, quotes and purchase orders, allowing users to produce a number of varied business documents including:
Navigate to the Settings tab and then click the Branding and Templates link. Every organisation starts out with a Default Template already created. This template is automatically used when printing invoices. Click the Add New Template button to add a new template, or click the Template Name to edit an existing template. New templates are pre-filled to speed up the process.
You can assign templates at the organisation level by navigating to the Settings tab and then clicking on the Branding and Templates link. Provided you have more than one template, you can select the organisation default by clicking the link in the Actions column. Changing the default here will not update the template saved in existing transactions.
A default brand template can be set for each contact. The brand template is then automatically selected when creating an invoice for the contact. To do this, navigate to the Contacts tab, select an individual contact and specify a template to use in the Default Brand section. Changing the default here will not update the template saved in existing transactions.
Invoices, credit notes, quotes and purchase orders will inherit the template from the Contact setting. If none is found, it will be defaulted from the Organisation setting. The template is saved in the transaction and can be changed during or after transaction entry.
These settings only apply to invoices, credit notes, quotes and purchase orders. Settings for Statements, Remittance Advices and Receipts are maintained separately.