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 Templates in your account:
Then, click on the Document Template Description to open up a specific Document Template (for example the Sales Invoice document).
From there, you will be able to show/hide certain fields, as well as create your Custom Detail Rows, Custom Header and Footer.
1. How to Customize the Header and Footer
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 payment terms or similar instructions in the footer of the template.
You can choose one of the predefined templates or, if you are familiar with HTML, you can start from scratch by clicking the HTML tab.
Make sure you click the X icon to close the window and click on Update to save your changes.
There are specific text identifiers that 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 Template.xxxTRANS_DATExxx- Replaced by the date that the Document was created.xxxLABEL_TRANS_NAMExxx- Replaced by "Document Name".xxxTRANS_NAMExxx- Replaced by the Description of the Document Template that gets printedxxxLABEL_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 Template.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 Template.xxxCUSTOM_DATE_2xxx- Replaced by the Custom Date 2 field the user has entered in the Document.xxxLABEL_TRANS_TAGSxxx - Replaced by "Order Tags" or "Documents Tags", according to the Document Template.xxxTRANS_TAGSxxx - Replaced by the Order Tags or Document Tags 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_STATExxx- Replaced by "State".xxxCOMPANY_STATExxx- Replaced by the state 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 Template.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 Template.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 Template.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_TEL2xxx - Replaced by "Phone2".xxxCUSTOMER_TEL2xxx - Replaced by the Customer/Supplier telephone number 2.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 Template.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 Template.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.xxxWEIGHT_UNIT_ID_START_*_WEIGHT_UNIT_ID_ENDxxx- Replaced by the weight unit ID (that equals the asterisk * in the above text identifier) that the weight should be displayed in. Weight unit IDs can be found in the products module. For example, xxxWEIGHT_UNIT_ID_START_2_WEIGHT_UNIT_ID_ENDxxx will print the weight in the weight unit with id=2xxxLABEL_RELATED_DOCUMENTSxxx- Replaced by "Related Documents"xxxRELATED_DOCUMENTSxxx- Replaced by the Related DocumentsxxxLABEL_REFERENCE_DOCUMENT_NOxxx- Replaced by "Document Reference"xxxREFERENCE_DOCUMENT_NOxxx- Replaced by the Reference NumberxxxLABEL_UPLOADED_DOCUMENTxxx- Replaced by "Uploaded Files"xxxUPLOADED_DOCUMENTxxx- Replaced by the URL of any uploaded/attached filesxxxSERIAL_NUMBERSxxx- Replaced by table of Serial NumbersxxxBATCH_NUMBERSxxx- Replaced by table of Batch NumbersxxxTRANS_SHIPPROVIDERxxx - Replaced by Shipping CourierxxxTRANS_TRACKINGxxx - Replaced by Tracking LinkxxxCUSTOM_FLAG1xxx- Replaced by the value of the custom flag 1 of the order/documentxxxCUSTOM_FLAG2xxx- Replaced by the value of the custom flag 2 of the order/documentxxxCUSTOM_FLAG3xxx- Replaced by the value of the custom flag 3 of the order/documentxxxCUSTOM_FLAG4xxx- Replaced by the value of the custom flag 4 of the order/documentxxxCUSTOM_FLAG5xxx- Replaced by the value of the custom flag 5 of the order/document
The following text identifiers will fetch address field information:
Billing Address Fields
xxxLABEL_DOCUMENT_BILLING_ADDRESS_ORGANIZATIONxxx -Replaced by “Organization” Text that appears under the Billing AddressxxxDOCUMENT_BILLING_ADDRESS_ORGANIZATIONxxx- Replaced by the value of the Organization of the Order/DocumentxxxLABEL_DOCUMENT_BILLING_ADDRESS_LINE1xxx -Replaced by “Address Line 1” Text that appears under the Billing AddressxxxDOCUMENT_BILLING_ADDRESS_LINE1xxx- Replaced by the value of the Address Line 1 of the Billing Address of the Order/DocumentxxxLABEL_DOCUMENT_BILLING_ADDRESS_LINE2xxx -Replaced by “Address Line 2” Text that appears under the Billing AddressxxxDOCUMENT_BILLING_ADDRESS_LINE2xxx- Replaced by the value of the Address Line 2 of the Billing Address of the Order/DocumentxxxLABEL_DOCUMENT_BILLING_ADDRESS_LINE3xxx -Replaced by “Address Line 3” Text that appears under the Billing AddressxxxDOCUMENT_BILLING_ADDRESS_LINE3xxx- Replaced by the value of the Address Line 3 of the Billing Address of the Order/DocumentxxxLABEL_DOCUMENT_BILLING_ADDRESS_CITYxxx -Replaced by “City” Text that appears under the Billing AddressxxxDOCUMENT_BILLING_ADDRESS_CITYxxx- Replaced by the value of the City of the Billing Address of the Order/DocumentxxxLABEL_DOCUMENT_BILLING_ADDRESS_STATExxx -Replaced by “State” Text that appears under the Billing AddressxxxDOCUMENT_BILLING_ADDRESS_STATExxx- Replaced by the value of the address State of the Billing Address of the Order/DocumentxxxLABEL_DOCUMENT_BILLING_ADDRESS_COUNTRY_CODExxx -Replaced by “Country Code” Text that appears under the Billing AddressxxxDOCUMENT_BILLING_ADDRESS_COUNTRY_CODExxx- Replaced by the value of the Country Code of the Billing Address of the Order/DocumentxxxLABEL_DOCUMENT_BILLING_ADDRESS_COUNTRY_NAMExxx -Replaced by “Country” Text that appears under the Billing AddressxxxDOCUMENT_BILLING_ADDRESS_COUNTRY_NAMExxx- Replaced by the value of the Country Name of the Billing Address of the Order/DocumentxxxLABEL_DOCUMENT_BILLING_ADDRESS_ZIP_CODExxx -Replaced by “Zip Code” Text that appears under the Billing AddressxxxDOCUMENT_BILLING_ADDRESS_ZIP_CODExxx- Replaced by the value of the Zip Code of the Billing Address of the Order/DocumentxxxLABEL_DOCUMENT_BILLING_ADDRESS_TAX_IDxxx -Replaced by “Tax ID” Text that appears under the Billing AddressxxxDOCUMENT_BILLING_ADDRESS_TAX_IDxxx- Replaced by the value of the Tax ID of the Billing Address of the Order/Document
Shipping Address Fields
xxxLABEL_DOCUMENT_SHIPPING_ADDRESS_ORGANIZATIONxxx -Replaced by “Organization” Text that appears under the Shipping AddressxxxDOCUMENT_SHIPPING_ADDRESS_ORGANIZATIONxxx- Replaced by the value of the Organization of the Shipping Address of the Order/DocumentxxxLABEL_DOCUMENT_SHIPPING_ADDRESS_LINE1xxx -Replaced by “Address Line 2” Text that appears under the Shipping AddressxxxDOCUMENT_SHIPPING_ADDRESS_LINE1xxx- Replaced by the value of the Address Line 1 of the Shipping Address of the Order/DocumentxxxLABEL_DOCUMENT_SHIPPING_ADDRESS_LINE2xxx -Replaced by “Address Line 2” Text that appears under the Shipping AddressxxxDOCUMENT_SHIPPING_ADDRESS_LINE2xxx- Replaced by the value of the Address Line 2 of the Shipping Address of the Order/DocumentxxxLABEL_DOCUMENT_SHIPPING_ADDRESS_LINE3xxx -Replaced by “Address Line 3” Text that appears under the Shipping AddressxxxDOCUMENT_SHIPPING_ADDRESS_LINE3xxx- Replaced by the value of the Address Line 3 of the Shipping Address of the Order/DocumentxxxLABEL_DOCUMENT_SHIPPING_ADDRESS_CITYxxx -Replaced by “City” Text that appears under the Shipping AddressxxxDOCUMENT_SHIPPING_ADDRESS_CITYxxx- Replaced by the value of the City of the Shipping Address of the Order/DocumentxxxLABEL_DOCUMENT_SHIPPING_ADDRESS_STATExxx -Replaced by “State” Text that appears under the Shipping AddressxxxDOCUMENT_SHIPPING_ADDRESS_STATExxx- Replaced by the value of the State of the Shipping Address of the Order/DocumentxxxLABEL_DOCUMENT_SHIPPING_ADDRESS_COUNTRY_CODExxx -Replaced by “Country Code” Text that appears under the Shipping AddressxxxDOCUMENT_SHIPPING_ADDRESS_COUNTRY_CODExxx- Replaced by the value of the Country Code of the Shipping Address of the Order/DocumentxxxLABEL_DOCUMENT_SHIPPING_ADDRESS_COUNTRY_NAMExxx -Replaced by “Country Name” Text that appears under the Shipping AddressxxxDOCUMENT_SHIPPING_ADDRESS_COUNTRY_NAMExxx- Replaced by the value of the Country Name of the Shipping Address of the Order/DocumentxxxLABEL_DOCUMENT_SHIPPING_ADDRESS_ZIP_CODExxx -Replaced by “Zip Code” Text that appears under the Shipping AddressxxxDOCUMENT_SHIPPING_ADDRESS_ZIP_CODExxx- Replaced by the value of the Zip Code of the Shipping Address of the Order/Document
Warehouse Address Fields
xxxLABEL_WAREHOUSE_ADDRESS_ORGANIZATIONxxx -Replaced by “Organization” Text that appears under the address of the inventory location of the Order/DocumentxxxWAREHOUSE_ADDRESS_ORGANIZATIONxxx- Replaced by the value of the Organization of the inventory location of the Order/DocumentxxxLABEL_WAREHOUSE_ADDRESS_LINE1xxx -Replaced by “Address Line 1” Text that appears under the address of the inventory location of the Order/DocumentxxxWAREHOUSE_ADDRESS_LINE1xxx- Replaced by the value of the Address Line 1 of the inventory location of the Order/DocumentxxxLABEL_WAREHOUSE_ADDRESS_LINE2xxx -Replaced by “Address Line 2” Text that appears under the address of the inventory location of the Order/DocumentxxxWAREHOUSE_ADDRESS_LINE2xxx- Replaced by the value of the Address Line 2 of the inventory location of the Order/DocumentxxxLABEL_WAREHOUSE_ADDRESS_LINE3xxx -Replaced by “Address Line 3” Text that appears under the address of the inventory location of the Order/DocumentxxxWAREHOUSE_ADDRESS_LINE3xxx- Replaced by the value of the Address Line 3 of the inventory location of the Order/DocumentxxxLABEL_WAREHOUSE_ADDRESS_CITYxxx -Replaced by “City” Text that appears under the address of the inventory location of the Order/DocumentxxxWAREHOUSE_ADDRESS_CITYxxx- Replaced by the value of the City of the inventory location of the Order/DocumentxxxLABEL_WAREHOUSE_ADDRESS_STATExxx -Replaced by “State” Text that appears under the address of the inventory location of the Order/DocumentxxxWAREHOUSE_ADDRESS_STATExxx- Replaced by the value of the State of the inventory location of the Order/DocumentxxxLABEL_WAREHOUSE_ADDRESS_COUNTRY_CODExxx -Replaced by “Country Code” Text that appears under the address of the inventory location of the Order/DocumentxxxWAREHOUSE_ADDRESS_COUNTRY_CODExxx- Replaced by the value of the Country Code of the inventory location of the Order/DocumentxxxLABEL_WAREHOUSE_ADDRESS_COUNTRY_NAMExxx -Replaced by “Country Name” Text that appears under the address of the inventory location of the Order/DocumentxxxWAREHOUSE_ADDRESS_COUNTRY_NAMExxx- Replaced by the value of the Country Name of the inventory location of the Order/DocumentxxxLABEL_WAREHOUSE_ADDRESS_ZIP_CODExxx -Replaced by “Zip Code” Text that appears under the address of the inventory location of the Order/DocumentxxxWAREHOUSE_ADDRESS_ZIP_CODExxx- Replaced by the value of the Zip Code of the inventory location of the Order/Document
Internal Transfer Documents (Shipping Location)
xxxLABEL_TRANSFER_DOCUMENT_SHIPPING_ADDRESS_ORGANIZATIONxxx -Replaced by “Organization” Text that appears under the Address of the Shipping Inventory Location of the internal transfer DocumentxxxTRANSFER_DOCUMENT_SHIPPING_ADDRESS_ORGANIZATIONxxx - Replaced by the value of the Organization of the shipping inventory location of the internal transfer DocumentxxxLABEL_TRANSFER_DOCUMENT_SHIPPING_ADDRESS_LINE1xxx - Replaced by “Address Line 1” Text that appears under the Address of the Shipping Inventory Location of the internal transfer DocumentxxxTRANSFER_DOCUMENT_SHIPPING_ADDRESS_LINE1xxx - Replaced by the value of the Address Line 1 of the shipping inventory location of the internal transfer DocumentxxxLABEL_TRANSFER_DOCUMENT_SHIPPING_ADDRESS_LINE2xxx - Replaced by “Address Line 2” Text that appears under the Address of the Shipping Inventory Location of the internal transfer DocumentxxxTRANSFER_DOCUMENT_SHIPPING_ADDRESS_LINE2xxx - Replaced by the value of the Address Line 2 of the shipping inventory location of the internal transfer DocumentxxxLABEL_TRANSFER_DOCUMENT_SHIPPING_ADDRESS_LINE3xxx - Replaced by “Address Line 3” Text that appears under the Address of the Shipping Inventory Location of the internal transfer DocumentxxxTRANSFER_DOCUMENT_SHIPPING_ADDRESS_LINE3xxx - Replaced by the value of the Address Line 3 of the shipping inventory location of the internal transfer DocumentxxxLABEL_TRANSFER_DOCUMENT_SHIPPING_ADDRESS_CITYxxx - Replaced by “City” Text that appears under the Address of the Shipping Inventory Location of the internal transfer DocumentxxxTRANSFER_DOCUMENT_SHIPPING_ADDRESS_CITYxxx - Replaced by the value of the City of the shipping inventory location of the internal transfer DocumentxxxLABEL_TRANSFER_DOCUMENT_SHIPPING_ADDRESS_STATExxx - Replaced by “State” Text that appears under the Address of the Shipping Inventory Location of the internal transfer DocumentxxxTRANSFER_DOCUMENT_SHIPPING_ADDRESS_STATExxx - Replaced by the value of the State of the shipping inventory location of the internal transfer DocumentxxxLABEL_TRANSFER_DOCUMENT_SHIPPING_ADDRESS_COUNTRY_CODExxx - Replaced by “Country Code” Text that appears under the Address of the Shipping Inventory Location of the internal transfer DocumentxxxTRANSFER_DOCUMENT_SHIPPING_ADDRESS_COUNTRY_CODExxx - Replaced by the value of the Country Code of the shipping inventory location of the internal transfer DocumentxxxLABEL_TRANSFER_DOCUMENT_SHIPPING_ADDRESS_COUNTRY_NAMExxx - Replaced by “Country Name” Text that appears under the Address of the Shipping Inventory Location of the internal transfer DocumentxxxTRANSFER_DOCUMENT_SHIPPING_ADDRESS_COUNTRY_NAMExxx - Replaced by the value of the Country Name of the shipping inventory location of the internal transfer DocumentxxxLABEL_TRANSFER_DOCUMENT_SHIPPING_ADDRESS_ZIP_CODExxx - Replaced by “Zip Code” Text that appears under the Address of the Shipping Inventory Location of the internal transfer DocumentxxxTRANSFER_DOCUMENT_SHIPPING_ADDRESS_ZIP_CODExxx - Replaced by the value of the Zip Code of the shipping inventory location of the internal transfer Document
Internal Transfer Documents (Receiving Location)
xxxLABEL_TRANSFER_DOCUMENT_RECEIVING_ADDRESS_ORGANIZATIONxxx- Replaced by “Organization” Text that appears under the Address of the Receiving Inventory Location of the internal transfer DocumentxxxTRANSFER_DOCUMENT_RECEIVING_ADDRESS_ORGANIZATIONxxx- Replaced by the value of the Organization of the receiving inventory location of the internal transfer DocumentxxxLABEL_TRANSFER_DOCUMENT_RECEIVING_ADDRESS_LINE1xxx- Replaced by “Address Line 1” Text that appears under the Address of the Receiving Inventory Location of the internal transfer DocumentxxxTRANSFER_DOCUMENT_RECEIVING_ADDRESS_LINE1xxx- Replaced by the value of the Address Line 1 of the receiving inventory location of the internal transfer DocumentxxxLABEL_TRANSFER_DOCUMENT_RECEIVING_ADDRESS_LINE2xxx- Replaced by “Address Line 2” Text that appears under the Address of the Receiving Inventory Location of the internal transfer DocumentxxxTRANSFER_DOCUMENT_RECEIVING_ADDRESS_LINE2xxx- Replaced by the value of the Address Line 2 of the receiving inventory location of the internal transfer DocumentxxxLABEL_TRANSFER_DOCUMENT_RECEIVING_ADDRESS_LINE3xxx- Replaced by “Address Line 3” Text that appears under the Address of the Receiving Inventory Location of the internal transfer DocumentxxxTRANSFER_DOCUMENT_RECEIVING_ADDRESS_LINE3xxx- Replaced by the value of the Address Line 3 of the receiving inventory location of the internal transfer DocumentxxxLABEL_TRANSFER_DOCUMENT_RECEIVING_ADDRESS_CITYxxx- Replaced by “City” Text that appears under the Address of the Receiving Inventory Location of the internal transfer DocumentxxxTRANSFER_DOCUMENT_RECEIVING_ADDRESS_CITYxxx- Replaced by the value of the City of the receiving inventory location of the internal transfer DocumentxxxLABEL_TRANSFER_DOCUMENT_RECEIVING_ADDRESS_STATExxx- Replaced by “State” Text that appears under the Address of the Receiving Inventory Location of the internal transfer DocumentxxxTRANSFER_DOCUMENT_RECEIVING_ADDRESS_STATExxx- Replaced by the value of the State of the receiving inventory location of the internal transfer DocumentxxxLABEL_TRANSFER_DOCUMENT_RECEIVING_ADDRESS_COUNTRY_CODExxx- Replaced by “Country Code” Text that appears under the Address of the Receiving Inventory Location of the internal transfer DocumentxxxTRANSFER_DOCUMENT_RECEIVING_ADDRESS_COUNTRY_CODExxx- Replaced by the value of the Country Code of the receiving inventory location of the internal transfer DocumentxxxLABEL_TRANSFER_DOCUMENT_RECEIVING_ADDRESS_COUNTRY_NAMExxx- Replaced by “Country Name” Text that appears under the Address of the Receiving Inventory Location of the internal transfer DocumentxxxTRANSFER_DOCUMENT_RECEIVING_ADDRESS_COUNTRY_NAMExxx- Replaced by the value of the Country Name of the receiving inventory location of the internal transfer DocumentxxxLABEL_TRANSFER_DOCUMENT_RECEIVING_ADDRESS_ZIP_CODExxx- Replaced by “Zip Code” Text that appears under the Address of the Receiving Inventory Location of the internal transfer DocumentxxxTRANSFER_DOCUMENT_RECEIVING_ADDRESS_ZIP_CODExxx- Replaced by the value of the Zip Code of the receiving inventory location of the internal transfer 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
2. How to Customize the Detail Rows
Firstly, enable the Custom Detail Rows option, then click Edit.
From the Detail Fields tab, you’ll be able to choose which Rows to show, but also rearrange the order they’ll be displayed in.
Then, you can also enable custom CSS for the table, to edit the Header and Rows style:
Change the text and background colors - codes (HEX, RGB) and names are accepted
Change the font-weight
Change the border thickness and style
Customize the even and odd rows differently (just keep in mind that the count starts from 0)
etc.
And you can also use the Preview tab in order to check the customizations you made:
3. Changing the font and adding a custom font
You can choose whichever web-safe font family for the printouts of the templates. You can find which are the best web-safe fonts here.
As for a custom font, you can add it and it will show as should when printing and in the PDF attachment of the email. However, the font will not be displayed correctly in the HTML body of the email. This happens because the recipients will not have the font installed on their devices.
You can add a custom font under the "Custom Header and Footer" section.
Or login to your account.