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How to add Component Products to an Invoice Template

How to edit the Footer Details

Can I use a different Doc Designer Template for my other documents?

How do I change the decimal placing in Doc Designer?

Can you add currency symbols to Doc Designer templates?

You can find more information regarding the document designer including some handy video tutorials here

How to add Component Products to an Invoice Template

Click on InvoiceLinesGrid and the Component tab

Under COLUMN CONTROL > Headers, scroll to ComponentProducts and tick as visible

Click Save Now and Publish to make this change

 

How to edit the Footer Details

For Invoicing purposes, Settings | Company | Invoicing

For Purchasing purposes, go to Settings | Company | Purchasing

 

Can I use a different Doc Designer Template for my other documents?

You can use the Import feature in Doc Designer to apply one transaction's template into another transaction type's template options. However, you will need to ensure the DocumentType as well as the LayoutName inside the .json file of the export is changed to match the new transaction type in question, before uploading the template.

How do I change the decimal placing in Doc Designer?

To update the number of decimal places that will show in a Doc Designer template, navigate to Setting | Doc Designer and select the template you would like to amend. Click Duplicate to make a copy of the current template.  Give this new template a name and select create.

 

Select the SalesOrderLinesGrid component in the template and then navigate to the Component tab, on the right hand side of your page.


Under Column Control, in the Headers field, find the header you want to adjust the decimal place for, e.g. UnitPrice. Then, in the Decimal Places drop down menu select the appropriate number option.


Go to the preview tab to see how the changes you have made are affecting the template and one you are happy with the changes click Publish.

Can you add currency symbols to Doc Designer templates?

There is currently not a currency symbol option within the Document Designer, though you can choose to include the currency code component e.g. GBP, USD, AUD, NZD etc. The currency code populates based on the Customer or Supplier's currency, per transaction. 

However, if you wanted to include the currency symbol, you can do so by adding a Text component to your template and enter the currency symbol e.g. $ into the Text field under the Component tab. Just note that this text field will not update per transaction. 

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