Customizing Print Forms using Print Form Templates
What Are Print Form Templates?
Print Form Templates are pre-designed layouts or formats used to generate standardized printed documents such as invoices, receipts, purchase orders, and other business forms. These templates provide a structured framework, ensuring that key information is presented in an organized, professional, and visually appealing manner.
CustomBooks™ Print Form Templates can be customized to fit the needs of your business. Each print form type has a default template which can be copied and modified to:
- Add/Remove Fields
- Change Field Labels
- Add or move images
- Add text
- Change formatting
The following forms contain two templates, one for product sales and one for service sales:
- Sales Quotes
- Sales Orders
- Sales Invoices
Each time you print a document, you are able to choose the template that the system will use when printing the document. Each document can have multiple templates that are customized based on the situation. The system comes with a default template that you can use as a base when creating the print forms for your company.
Navigation
Get to the Print Form Template Setting in one of the two ways:
1. Navigate to Admin Panel → Print Form Setting.2. From the Print Preview screen, click Templates → Manage templates.
Editing a Print Form Template
Note: You cannot edit a default template. You must Make a Copy of the Template first. To do so, highlight or select the default template in the list → click Create → Make a copy. This will then go to the Custom Template folder.
Only certain changes can be made to print forms by default. If full customization of the print forms is desired, you will need to complete the Advanced Print Form training course available in the CustomBooks Academy.
1. Navigate to Print Form Template Setting. (see navigation above)2. From the Custom Template list, double-click the template you’d like to edit.3. Make desired changes (see the section on Editing Template Content for more information)4. Click Save.
Editing Template Content
Template Anatomy
1. The buttons on the Action bar takes action on the open template:
- Save and Close - Saves and closes the template.
- Show / Hide Settings - Hides or shows the setting sidebar.
- Save / Save as... / Save to File - (Save) You can save the template without closing it / (Save As...) You can save the template as a new template / (Save to File) You can save and export the template as a file format such as PDF, Excel, Word format, etc.
- Load from File - You can open/load another template with the same template type.
- Customize - You may use this button if you want our Customizations team to customize the template for you (paid customization).
2. Edit area tabs:
- General - This is where you can edit the Template name; Template name on the Email Subject; Logo choice (either use the default from your Company Info or a custom logo for this print form); Option to print header on all pages; Footer content editor; and Upload your own template background.
- Fields - This is where you will get the document data that will be generated on the Header/Footer and Line fields.
- Availability - You can select whether the template is available and can be edited by all users or for you only.
3. Template Description - Allows you to enter a description of this template, what is is used for, when it was created, etc. Does not print anywhere.4. Text formatting - Option to change the Font Style and Size, Color and Highlighting, Text Alignment, ect.5. Template designer - . Text in <[ ]> indicates a placeholder for data that will be place upon print from the document.
Adding Fields
1. Click the Fields tab.2. Put your cursor in the template designer area where you would like to place the field and click.3. Mouse back to the field list and double click the field. It will be added to the template.
Removing Fields
1. Highlight the field in the template designer area.2. Hit the backspace or delete key.
Moving Fields
1. See the section on Adding fields to add the field to the desired location.2. See the section on Removing fields to remove the field from the old location.
-or-
1. Highlight the field to move and click Crtl-C (Command-C on a Mac) or right-click and choose Copy.2. Move the cursor to the desired location and click Ctrl-V (Command-V on a Mac) or right-click and choose Paste
Note: In order to cut and paste in CustomBooks™, you must have the 1C extension installed. This can be installed in the application when trying to cut/paste without the extension installed.
Adding Static Text
1. Put your cursor where you want the static text.2. Type the text in the field labeled Cell in the top near the formatting bar.
Printing a Document using the Print Template
- From the list or document view, choose Print.
- Select the Form Type to print.
- From the Form Type sub-menu, choose the template you'd like to use for this print. (see figure 1)
- The print preview window will appear. (see figure 2)
- Click the print icon or the print button to print.
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