We provide a very convenient way to fully customize the looks of Documents (Goods Out/In, Invoices, Sales Quotes, Sales/Purchase Orders). To do so, navigate to the list of the Document Types in your account (Gear Icon > Document Types) and click on the Document Type description to open up a specific Document Type (for example the Goods Inbound & Purchase Invoice document).

Once the screen loads, check to enable the Custom Header (or Custom Footer) and click edit to add your HTML code in the HTML tab or just plain text in the Design tab. For example, you may add your company's payments terms or similar instructions in the footer of the template.

If you are familiar with HTML, you can start from scratch. This is the preset/default HTML code of header:

 <div style="border:solid 1px gray;width:100%;">
<table cellpadding="0" cellspacing="0" style="font:inherit;width:100%;">
<tr>
<td style="vertical-align:top;padding:20px 5px;width:50%;">
<table cellpadding="0" cellspacing="0" style="font:inherit;">
<tr><td valign="top">xxxLOGOxxx</td></tr>
</table>
</td>
<td style="vertical-align:top;padding:20px 5px;width:50%;">
<table cellpadding="0" cellspacing="0" style="font:inherit;">
<tr><td colspan="2" valign="top">xxxTRANS_DATExxx</td></tr>
<tr><td colspan="2" valign="top" id="TransName">xxxTRANS_NAMExxx #xxxTRANS_NUMBERxxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_WAREHOUSExxx</td><td valign="top">xxxWARE_NAMExxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_WAREHOUSE_ADDRESSxxx</td><td valign="top">xxxWARE_ADDRESSxxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_CUSTOM_DATE_1xxx</td><td valign="top">xxxCUSTOM_DATE_1xxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_CUSTOM_DATE_2xxx</td><td valign="top">xxxCUSTOM_DATE_2xxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_PAYMENT_TERMSxxx</td><td valign="top">xxxPAYMENT_TERMSxxx</td></tr>
</table>
</td>
</tr>
<tr>
<td style="vertical-align:top;padding:20px 5px;width:50%;">
<table cellpadding="0" cellspacing="0" style="font:inherit;">
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_COMPANY_NAMExxx</td><td valign="top">xxxCOMPANY_NAMExxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_COMPANY_ADDRESSxxx</td><td valign="top">xxxCOMPANY_ADDRESSxxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_COMPANY_CITYxxx</td><td valign="top">xxxCOMPANY_CITYxxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_COMPANY_ZIPxxx</td><td valign="top">xxxCOMPANY_ZIPxxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_COMPANY_COUNTRYxxx</td><td valign="top">xxxCOMPANY_COUNTRYxxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_COMPANY_TELxxx</td><td valign="top">xxxCOMPANY_TELxxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_COMPANY_TAXIDxxx</td><td valign="top">xxxCOMPANY_TAXIDxxx</td></tr>
</table>
</td>
<td style="vertical-align:top;padding:20px 5px;width:50%;">
<table cellpadding="0" cellspacing="0" style="font:inherit;">
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_CUSTOMER_NAMExxx</td><td valign="top">xxxCUSTOMER_NAMExxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_CUSTOMER_ADDRESSxxx</td><td valign="top">xxxCUSTOMER_ADDRESSxxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_CUSTOMER_SHIP_ADDRESSxxx</td><td valign="top">xxxCUSTOMER_SHIP_ADDRESSxxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_CUSTOMER_TELxxx</td><td valign="top">xxxCUSTOMER_TELxxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_CUSTOMER_TEL2xxx</td><td valign="top">xxxCUSTOMER_TEL2xxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_CUSTOMER_EMAILxxx</td><td valign="top">xxxRECIPEMAILxxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_CUSTOMER_TAXIDxxx</td><td valign="top">xxxCUSTOMER_TAXIDxxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_CUSTOMER_COMMENTSxxx</td><td valign="top">xxxCUSTOMER_COMMENTSxxx</td></tr>
<tr><td valign="top" style="white-space:nowrap; padding-right:10px;">xxxLABEL_CONTACT_NAMExxx</td><td valign="top">xxxCONTACT_NAMExxx</td></tr>
</table>
</td>
</tr>
</table>
</div>

and this is the preset HTML code of the footer:

<table style="width:100%;font:inherit;">
<tr><td><div id="InvNotesDiv" style="padding: 20px 0 0 0; min-height: 100px; width: 340px;">
<textarea style="padding: 5px; border: solid 1px gray;" id="InvNotes" rows="5" cols="40">xxxLABEL_TRANS_COMMENTSxxx: xxxTRANS_COMMENTSxxx</textarea>
</div></td></tr>
<tr><td>xxxLABEL_TRANS_SHIPPROVIDERxxx xxxTRANS_SHIPPROVIDERxxx<br/>xxxLABEL_TRANS_TRACKINGxxx xxxTRANS_TRACKINGxxx</td></tr>
</table>

If you want to start from the preset templates, you simply need to paste the above in the HTML section of the editor (either the header or the footer) and then make changes either in the HTML source or the text editor. Make sure you click the red X to close the window and to click on Update to save your changes.

There are specific text identifiers which will be replaced by the system with the respective database value. These text strings (xxxSOMESTRINGxxx) are replaced as follows:

  • xxxLOGOxxx - Replaced by the logo of your company which may be inserted in the Account Set-Up page (Admin > Account Set-up).
  • xxxLABEL_TRANS_DATExxx - Replaced by "Document Date" or "Order Date" or "Quote Date", according to the Document Type.
  • xxxTRANS_DATExxx - Replaced by the date that the Document was created.
  • xxxLABEL_TRANS_NAMExxx - Replaced by "Document Number".
  • xxxTRANS_NAMExxx - Replaced by the Description of the Document Type that gets printed
  • xxxLABEL_TRANS_NUMBERxxx - Replaced by "Document Number".
  • xxxTRANS_NUMBERxxx - Replaced by the Document number.
  • xxxLABEL_WAREHOUSExxx - Replaced by "Inventory Location".
  • xxxWARE_NAMExxx - Replaced by the Inventory Location name.
  • xxxLABEL_CUSTOM_DATE_1xxx - Replaced by "Custom Document Date 1" or "Custom Order Date 1" or "Custom Quote Date 1", according to the Document Type.
  • xxxCUSTOM_DATE_1xxx - Replaced by the Custom Date 1 field the user has entered in the Document.
  • xxxLABEL_CUSTOM_DATE_2xxx - Replaced by "Custom Document Date 2" or "Custom Order Date 2" or "Custom Quote Date 2", according to the Document Type.
  • xxxCUSTOM_DATE_2xxx - Replaced by the Custom Date 2 field the user has entered in the Document.
  • xxxLABEL_PAYMENT_TERMSxxx - Replaced by "Payment Terms".
  • xxxPAYMENT_TERMSxxx - Replaced by the Payment Terms the user has entered in the Document.
  • xxxLABEL_COMPANY_NAMExxx - Replaced by "Company".
  • xxxCOMPANY_NAMExxx - Replaced by the name of your company which may be inserted in the Account Set-Up page.
  • xxxLABEL_COMPANY_ADDRESSxxx - Replaced by "Address".
  • xxxCOMPANY_ADDRESSxxx - Replaced by the street address of your company which may be inserted in the Account Set-Up page.
  • xxxLABEL_COMPANY_CITYxxx - Replaced by "City".
  • xxxCOMPANY_CITYxxx - Replaced by the city of your company which may be inserted in the Account Set-Up page.
  • xxxLABEL_COMPANY_ZIPxxx - Replaced by "Zip".
  • xxxCOMPANY_ZIPxxx - Replaced by the zip code of your company which may be inserted in the Account Set-Up page.
  • xxxLABEL_COMPANY_COUNTRYxxx - Replaced by "Country".
  • xxxCOMPANY_COUNTRYxxx - Replaced by the country of your company which may be inserted in the Account Set-Up page.
  • xxxLABEL_COMPANY_TELxxx - Replaced by "Phone".
  • xxxCOMPANY_TELxxx - Replaced by the telephone number of your company which may be inserted in the Account Set-Up page.
  • xxxLABEL_COMPANY_TAXIDxxx - Replaced by "Tax ID".
  • xxxCOMPANY_TAXIDxxx - Replaced by the tax ID of your company which may be inserted in the Account Set-Up page.
  • xxxLABEL_CUSTOMER_NAMExxx - Replaced by "Client" or "Supplier" according to the Document Type.
  • xxxCUSTOMER_NAMExxx - Replaced by the Customer/Supplier name the user has entered in the Document.
  • xxxLABEL_CUSTOMER_ADDRESSxxx - Replaced by "Address" or "Billing Address" according to the Document Type.
  • xxxCUSTOMER_ADDRESSxxx - Replaced by the Customer/Supplier address the user has entered in the Document.
  • xxxLABEL_CUSTOMER_SHIP_ADDRESSxxx - Replaced by "Pickup Address" or "Shipping Address" according to the Document Type.
  • xxxCUSTOMER_SHIP_ADDRESSxxx - Replaced by the Customer/Supplier shipping/picking address the user has entered in the Document.
  • xxxLABEL_CUSTOMER_TELxxx - Replaced by "Phone".
  • xxxCUSTOMER_TELxxx - Replaced by the Customer/Supplier telephone number.
  • xxxLABEL_CUSTOMER_EMAILxxx - Replaced by "e-mail".
  • xxxRECIPEMAILxxx - Replaced by the Customer/Supplier email.
  • xxxLABEL_CUSTOMER_TAXIDxxx - Replaced by "Tax ID".
  • xxxCUSTOMER_TAXIDxxx - Replaced by the Customer/Supplier tax ID.
  • xxxLABEL_CUSTOMER_COMMENTSxxx - Replaced by "Supplier Comments" or "Client Comments" according to the Document Type.
  • xxxCUSTOMER_COMMENTSxxx - Replaced by the Customer/Supplier comments.
  • xxxLABEL_TRANS_COMMENTSxxx - Replaced by "Document Comments" or "Order Comments" or "Sales Quote Comments" according to the Document Type.
  • xxxTRANS_COMMENTSxxx - Replaced by the comments the user has entered in the Document.
  • xxxLABEL_TOTALS_WEIGHTxxx - Replaced by "Weight".
  • xxxTOTALS_WEIGHTxxx - Replaced by the total weight of the items in the document. Weight per product can be added in the products module.
  • xxxLABEL_RELATED_DOCUMENTSxxx - Replaced by "Related Documents"
  • xxxRELATED_DOCUMENTSxxx - Replaced by the Related Documents
  • xxxLABEL_REFERENCE_DOCUMENT_NOxxx - Replaced by "Document Reference"
  • xxxREFERENCE_DOCUMENT_NOxxx - Replaced by the Reference Number
  • xxxLABEL_UPLOADED_DOCUMENTxxx - Replaced by "Uploaded Files"
  • xxxUPLOADED_DOCUMENTxxx - Replaced by the URL of any uploaded/attached files¬†
  • xxxSERIAL_NUMBERSxxx - Replaced by table of Serial Numbers
  • xxxCUSTOM_FLAG1xxx - Replaced by the value of the custom flag 1 of the order/document
  • xxxCUSTOM_FLAG2xxx - Replaced by the value of the custom flag 2 of the order/document
  • xxxCUSTOM_FLAG3xxx - Replaced by the value of the custom flag 3 of the order/document
  • xxxCUSTOM_FLAG4xxx - Replaced by the value of the custom flag 4 of the order/document
  • xxxCUSTOM_FLAG5xxx - Replaced by the value of the custom flag 5 of the order/document

Finally, only in the Supplier/Client Billing or Shipping address, the following text XXXBRCODEXXX will add a carriage return (enter character) in the address of the supplier or the client in the printout. For example the following:

45612 Main St.XXXBRCODEXXXBayshoreXXXBRCODEXXX94326XXXBRCODEXXXUSA

Will appear in the printout as:

45612 Main St.

Bayshore

94326

USA

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