Admin Panel: Print Form Settings

Admin Panel: Print Form Settings

Overview

The Print Form Templates and Settings in the Admin Panel allows you to manage and customize the layouts used for printing your business documents (e.g., sales invoices, purchase orders, customer statements, etc.).

With print form customization, you can tailor each template to fit your company’s specific branding and operational needs. Users can define which fields or elements to print, adjust fonts and colors, add terms or notes, and customize headers, footers, rows, and columns.


How to Access Print Templates

To manage your document layouts, navigate to:
  1. Admin Panel → Print Form Settings.

Managing Templates

The interface organizes templates into folders to help you distinguish between system defaults and your own creations:
  1. Default Templates: Standard templates provided by CustomBooks™. These support basic editing.
  2. Custom Templates: User-customized templates created by copying a default template. These allow for advanced customization.


Command Buttons

From the main toolbar, you can perform the following actions:
  1. Create: Create a new folder or Create a Copy of an existing template to start customizing.
  2. Open: View a selected template.
  3. Edit: Open the template editor to make changes.
  4. Delete: Remove a custom template (Default templates cannot be deleted).
  5. Export list: Export the list of templates to PDF, Excel, or Word.
  6. Columns: Add, remove, or reorder columns in the list view.
  7. Refresh: Update the list to see the latest changes.
  8. Settings: Configure custom views using Filters, Sorting, and Conditional Appearance.

Default Print Form Templates (Basic Editing)

Default templates allow for "Basic" editing. You can add specific fields (like External Memo, Terms, or Ship To Address) and format text, but the structural changes are limited.


Basic Customization Options:
  1. General Settings: Change the Template Name, Email Subject Name, and add a description.
  2. Branding: Toggle "Use default logo" or click "Upload own background" to add custom stationery.
  3. Header & Footer:
    1. Enable "Repeat header on each page".
    2. Configure Footer Settings: Add text or images to the Left, Center, or Right footer sections.
  4. Text & Formatting: Change font size, alignment, text color, and background color. You can also Merge and Split cells.
  5. Content: Add text to the Terms and Conditions/Notes field or insert additional data fields via the Fields tab.
  6. Availability: Control which users have access to use the template.

How to Edit a Default Template

  1. Navigate to Admin Panel → Print Form Settings.
  2. Open the Default templates folder.
  3. Select the desired template and click the Edit button.




Custom Print Form Templates (Advanced Customization)

For full control over the document layout, you must use Custom Templates. This requires the Advanced Custom Print Form settings to be enabled.


To learn more about Custom Print Forms, see the CustomBooks™ Product Perks video below.



Advanced Features include:
  1. Advanced Fields: Access a wider range of system fields and custom fields.
  2. Layout Control: Add or delete new columns and rows; adjust specific column widths and row heights.
  3. Clipboard Tools: Copy and paste text, fields, or entire cells.
  4. Deep Formatting: Access advanced cell properties, text positioning, and image insertion options.

How to Create a Custom Template

  1. Navigate to Admin Panel → Print Form Settings.
  2. Select the Default template you wish to use as a base.
  3. Click Create → Create a Copy.
  4. You will be prompted to enable advanced mode; click Yes.




Enabling Advanced Custom Print Form Settings

To unlock the Advanced Custom Print Form Settings, a user must complete the Custom Print Forms Certification training course. Due to the complexity of the advanced options, we require this training to ensure users can effectively manage their setups.

Steps to Enable Advanced Mode:

  1. Register for Training: Go to the CustomBooks™ Academy and sign up.
    1. Use code "SMB" for businesses.
    2. Use code "CBKPartners" for Accounting Partners.
  2. Complete the Course: Log in, go to My Training, click Show All, and locate the Custom Print Forms Certification course.



  3. Request Activation: Once the course is completed, send your account number to the CustomBooks™ training team (training@custombooks.com).
    1. Note: There is a fee associated with enabling this feature. It must be paid before the settings are unlocked in your account.

Professional Services

We also offer Professional Services for those who prefer expert assistance with customizing print form templates. Our team can handle the design for you by creating custom forms based on your exact specifications, or provide one-on-one training to help you master the template tools yourself.

Let us help you build a professional form that works exactly how you need it. Contact our Sales or Support team today to get started.

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