Trabalance
Settings

Document Templates

Customize how documents look when printed, downloaded, or shared.

Navigate to: Settings → Documents & workflows → Templates

Every document type has its own template. Pick the type, choose whether you are editing the company-wide template or one for a specific center, pick the format, then adjust the sections while the live preview on the right updates. Only Administrators can save.

Document type, template scope, format, the PDF sections and the save bar.

Template Scope

When the business has centers, a Template Scope row appears: Company-wide or one chip per center. A center-specific template inherits every setting you leave untouched from the company-wide one, and can carry its own logo (uploaded right there — it is saved on upload, independently of the template). Reset to Company drops a center's overrides.

Template Formats

FormatSizeUse Case
PDF DocumentA4 / LetterStandard business documents — invoices, bills, statements, payslips.
80mm ThermalStandard POSStandard POS receipt printer — retail sales receipts.
58mm ThermalCompact POSCompact POS receipt printer — smaller countertop printers.

PDF: Header

SettingOptions
Header LayoutLogo Left, Logo Right, Centered, Left Aligned.
Logo SizeSmall (80px), Medium (120px), Large (160px). Shown when a logo exists.
Business LogoToggle. On by default.
Business NameToggle. On by default.
AddressToggle. On by default.
Phone NumberToggle. On by default.
Email AddressToggle. Off by default.
Tax ID / VAT NumberToggle. Off by default.
WebsiteToggle. Off by default.

PDF: Table Style and Columns

SettingDetail
Bordered TableToggle — borders on all rows and columns.
Table Header BackgroundColor picker with hex input — items table header row background.
Table Header Text ColorColor picker with hex input — items table header row text.
Item Numbers (#)Toggle — sequential line numbers on each item row.
DescriptionToggle — item description below the line name.
QuantityToggle — Qty column.
RateToggle — unit price column.
TaxToggle — tax column.
DiscountToggle — discount column.
Unit of MeasureToggle — unit column.

PDF: Document Details

SettingDetail
Show Salesperson/PersonnelToggle — who created the document, with a customisable label (Salesperson, Prepared By, Created By…).
Show Approved ByToggle — approval information.
Show Payment TermsToggle.
Show Bank DetailsToggle.
Show NotesToggle.
SettingWhat You Can Set
Left ColumnFree text — e.g. bank details, payment info.
Center ColumnFree text — e.g. notes, terms.
Right ColumnFree text — e.g. signature line, authorization.
Access LinkToggle — link to the online document.
Document NumberToggle — document reference number.
Page NumbersToggle — page / total pages on multi-page documents.
Thank You MessageToggle — "Thank you for your business!"

PDF: Accent Color

ColorHexWhere It Applies
Blue#1a73e8Header bar, section dividers.
Green#0f9d58Header bar, section dividers.
Red#ea4335Header bar, section dividers.
Purple#9334e9Header bar, section dividers.
Amber#f9ab00Header bar, section dividers.
Black#1a1a1aHeader bar, section dividers.

PDF: Signature & Stamp

SettingOptions
Signature LineToggle — show the authorized signature area.
Signature ModeLine Only, E-Signature (your saved signature image), or Both.
Your signatureSet Up / Change — opens the E-Signature editor (draw or type).
Signature LabelDefault "Authorized Signature". Customizable text.
Company StampToggle — a labelled stamp placeholder area.
Stamp LabelDefault "Company Stamp". Customizable text.

See E-Signature and Stamp.

Thermal Formats

The 80mm and 58mm templates have a smaller set of options: Header Alignment (left, center, right), Show Logo and logo size, Business Name / Address / Phone Number, Customer Name and Salesperson, Item Display as a List or a Table (with optional Table Borders), and a footer Thank You Message plus Additional Footer Text. On 58mm, Address, Customer Name and Salesperson are marked "Not recommended".

ℹ️Kitchen ticket

For restaurant document types a Kitchen Ticket block appears: enable a price-free copy for the kitchen on a thermal printer, optionally auto-printed on save, with its own toggles for business name, line item description, waiter / order taker and rate column.

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