This article explains how to customize and configure your document templates (invoices, quotes, delivery notes, etc.) to align them perfectly with your company's corporate identity.
Content:
- Layout & Graphics
- Margins, Spacing & Addresses
- Document-Specific Settings
- Set a Default Document Template
Layout & Graphics
- Logo: Upload your company logo (maximum dimensions: 3000 x 3000 pixels).
- Background (Letterhead): Upload a PDF file as a background to apply your own corporate design or letterhead.
- Colors: Customize the color of titles, dividing lines, and main text individually by entering your color codes (HEX or RGB).
- Fonts: Choose from over 800 fonts. To add a custom font, click on Manage fonts, upload your file, and apply it to your template.
Margins, Spacing & Addresses
- Margins: Define the non-printable areas of the document (with the option to apply a specific setting for the first page).
- Distance to Header: Adjust the vertical spacing between the top margin and the main title.
- Compact View: Reduce the line spacing in the header and invoice total sections to save space.
- Recipient Address: Adjust the position of the address block (top, bottom, left, right). The default position is optimized for alignment with a standard C5 window envelope.
- Sender Address: Enable the display of a single-line sender address in reduced font directly above the recipient's address.
Document-Specific Settings
Certain display options apply only to specific document types (Quotes, Orders, Invoices, Delivery notes, Credit notes, Account statements, Purchase orders).
To access them, click on Settings for… and select the relevant document.
Structure (Header, Columns & Footer)
Check or uncheck elements to display or hide them. The real-time preview lets you visualize your changes instantly.
If a warning symbol appears, legal details or contact information for your company are missing. Complete them under Settings > Company Profile.
Advanced Options (Only for Invoices, Quotes, Orders)
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Automatic Attachment: Check Attach PDF to each invoice to systematically include an additional document (e.g., your General Terms and Conditions).
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QR-Bill on Separate Page: Check Show QR-bill / payment slip on separate page to generate the payment slip on a distinct page at the end of the document.
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Payment Slip Background: Set up a specific background for your payment slips / QR-bills.
Set a Default Document Template
- For all future documents (Default): Settings > All settings > Features and Modules > Document types - Default settings > Select the document type (e.g., Invoices) > Select the template from the drop-down menu > Save.
- For a specific invoice: Sales > Invoices > Open the relevant invoice > Invoice Settings > Select the specific template.