Document Template Sections
Customize the header, items table, document details and footer of your PDF templates — control which fields appear and how the document looks to customers and vendors.
Navigate to: Settings → Documents & workflows → Templates → format PDF Document
A PDF template is a stack of sections — Header Layout, Header Information, Table Style, Table Columns, Document Details, Footer Content, Footer Metadata, Accent Color, and Signature & Stamp. Each toggle or field updates the preview on the right; nothing is stored until you click Save Changes.
Header
| Element | Options | Notes |
|---|---|---|
| Header Layout | Logo Left, Logo Right, Centered, Left Aligned | The first two are inline (logo beside the business details); the last two stack the logo above them. |
| Logo Size | Small (80px), Medium (120px), Large (160px) | Only shown when the business (or the selected center) has a logo. |
| Business Logo | On / Off | On by default. |
| Business Name | On / Off | On by default. |
| Address | On / Off | The registered address from the business profile. On by default. |
| Phone Number | On / Off | On by default. |
| Email Address | On / Off | Off by default. |
| Tax ID / VAT Number | On / Off | Prints the Tax ID (TIN) from the business profile. Off by default — turn it on where invoices must carry it. |
| Website | On / Off | Off by default. |
Items Table
| Element | Options | Notes |
|---|---|---|
| Bordered Table | On / Off | Borders on all rows and columns. |
| Table Header Background | Colour | Default #F9F9F9. |
| Table Header Text Color | Colour | Default #000000. |
| Item Numbers (#) | On / Off | Sequential line numbers. |
| Description | On / Off | Item description under the line name. |
| Quantity | On / Off | |
| Rate | On / Off | Unit price. |
| Tax | On / Off | |
| Discount | On / Off | |
| Unit of Measure | On / Off |
Columns cannot be reordered; they print in the order above.
Document Details
| Element | Options | Notes |
|---|---|---|
| Show Salesperson/Personnel | On / Off + Label | Who created the document. The label is free text — Salesperson, Prepared By, Created By. |
| Show Approved By | On / Off | Approval information. |
| Show Payment Terms | On / Off | |
| Show Bank Details | On / Off | |
| Show Notes | On / Off | The document's notes field, printed below the items table. |
Footer
| Element | Options | Notes |
|---|---|---|
| Left Column | Free text | Typically bank details or payment info. |
| Center Column | Free text | Typically notes or terms. |
| Right Column | Free text | Typically a signature line or authorization wording. |
| Access Link | On / Off | Link to the online copy of the document. |
| Document Number | On / Off | The document reference number in the footer. |
| Page Numbers | On / Off | Page / total pages. |
| Thank You Message | On / Off | "Thank you for your business!" |
Every document type has its own template — the Sales invoice can show payment details prominently while a delivery note hides pricing. Pick the type in the Document Type dropdown at the top of the page (grouped by module). When the business has centers, the Template Scope row lets you override a template for one center; anything you leave untouched inherits from the company-wide template.