Print Template Details

You can change the details of a print template by clicking the Details button on the right of the print template in print dialog. For example, you can change the details of a sales invoice print template,  by first selecting a print template and then click on the Details button.

 

In the template details, you can change the name of the print template.

 

 

A document print template details has many tabs.  The following table describes some of the fields in each tab.

 

Name

Description

Company

This tab contains all the fields that you may print on the header of a print template. These fields are company name, addresses, and the company logo.  If the print template should print the company logo, please select Use Logo and the load the logo.

Header

The header of a print template can be changed from this tab.  These fields may include document title, document date, document number, and ship to and bill to.

Footer

The footer tab has fields such as the total amount, subtotal, and signatures.

Fields

This tab contains all other fields such as the salesperson name, due date, and location.

List

This tab lets you change the list format.  

Format

This tab lets you change the format of the currencies and numbers in the document, for example you may need the print format to show the currency symbol on the left of the printed document.