You can customise your invoice templates in Doc Designer to match your business needs. This includes adding new columns, changing the template on individual invoices, and updating a customer's default template. Follow these steps to make sure any changes you make appear correctly when you print.
Change the template on a completed invoice
To update the template used by an existing invoice, open it and select a new one from the dropdown.
Click Invoicing, then open the invoice you want to update.
Select your preferred template from the Invoice Template dropdown.
Click Save, then click Print to confirm the changes appear correctly.
📌 Note: This updates only the individual invoice. It does not affect other existing invoices.
Update a customer's default invoice template
You can set a preferred template on a customer record so that all new invoices for that customer use it automatically.
Click Customers, then open the customer record you want to update.
In the Details tab, select your preferred template from the Invoice template dropdown.
Click Save.
📌 Note: Changing a customer's default template does not update invoices that have already been created. New invoices raised after this change will use the updated template.
Add new fields to an invoice template
You can add extra columns to your invoice template, such as Invoiced Quantity, and rename column headers to suit your business.
Click Settings, then click Doc Designer, then click Invoices.
Select the template you want to edit.
Click the InvoiceLinesGrid component in the template layout.
Go to the Component tab.
Under Column Control, select the field you want to add, such as InvoicedQuantity.
Select the Visible checkbox to enable the field.
Update the column header text if you want to rename it.
Click Save Now, then click Publish.
Apply and verify template changes
After editing a template, publish your changes to make sure they appear on printed invoices.
Save your changes in the template designer.
Click Publish Now.
Open an invoice that uses the updated template.
Click Print to confirm the changes appear correctly.
Troubleshoot common template issues
Alignment problems
If elements appear out of position, adjust the component placement using the Component tab rather than dragging in the design view. Use consistent alignment settings across all components, and use the Preview tab to check your layout before publishing.
Overlapping fields
If fields overlap when printed, increase the spacing between components or reduce the font size of fields that may contain long text, such as customer names or addresses. Move components slightly to reveal any hidden elements, then reposition them.
Customising the invoice type label
If you want to display a custom label such as "Commercial Invoice", instead of the default invoice type field:
Open the template in Doc Designer.
Remove the existing data-bound invoice type field.
Drag a Text (label) component from the Toolbox tab to the position you want.
Set the label text and format it as needed.
Click Publish.
Default templates
Unleashed's default templates cannot be copied or edited. If your document appears differently in Doc Designer, it may be using a default backend template. To customise it, create a new template in Doc Designer and make your changes there.