Template Editor: General info

Ros — Mon, 18 Dec 2017 11:12:33 +0000

Default Template
Icons-buttons on a Template header
Header icons – buttons on a Template Blocks

If you go to the Templates Settings (Settings -> Stationery Templates), you will see this next page:

On the “Shared” tab you have all the templates already created by zistemo – for your convenience, there are 9 different templates. You can use any of them for your documents (invoices/estimates/purchase orders) or you can create your own custom template (here’s how to do it).

All your custom templates will be listed on the “Company Account” tab.

Default template

You can pick a template (from the zistemo ones or your own) and make it “default”, meaning that this template will be chosen and used for invoices/estimates/purchase orders by default. You just have to mark the special check-box on that specific template you refer in order to turn it into “default” (as shown below):

Remember: it doesn’t mean that only this template should be used on all documents. It’s just a template which will be selected automatically for your new documents. You can change it at any time it on the Document Preview page.

Icons-buttons on Template header

If you’ve picked one of the zistemo templates (templates from tab ‘Shared’), you’ll notice its header features two buttons (when you hover the mouse over the template):

– Eye – click it to preview this template in PDF
– Copy – click it to copy and start changing it in order to create your own template.

On your own templates (templates from tab ‘Company Account’) you have two extra buttons:

– Delete – you can delete your custom template
Note: this button is only available if you don’t use this template in any documents. How to delete the template that was already in use please read here
– Edit – you can edit your templates at any time (what will happen with the documents where it was used? Read here).

Header icons – buttons on Template Blocks

Each of the blocks on Template Editor also has header buttons (hover the mouse over the block to see them):

– Cross-arrows
Press and hold the mouse on the block header to move it to any place of the document.

– Minus

– Plus

These buttons change the priority of a block. The block with the highest priority will be displayed over all other blocks (like layers in Photoshop).
– Copy
Click it and you will be able to copy this block to ‘Single page’, ‘First page’, ‘Following pages’ or ‘Last page’ (more about these pages at the end of this article).

– Delete
Click it to delete the chosen block from the template.

– Edit
Click it to edit the block.

Note: if you have deleted some blocks, they will appear in the menu on the right-hand side. In case you changed your mind and now you want to have any of them again on your template, just press and hold the mouse over the block, then drop it on the template.

Template Editor: Show document title in the items table header

Ros — Fri, 13 Apr 2018 12:04:14 +0000

Add a title to your invoice
Rename Invoice

Add a title to your invoice

You can add a title for all your zistemo documents. As an example, for an invoice:

In general, this title will be shown on the Invoices list:

But you can also have it on the invoice (or estimate, or purchase order) template.
You can adjust the Invoice title using the Template Editor. To open it, please go to Settings > Stationery Templates and under ‘Shared’ click on ‘Copy’:

– In the document Info Section:

– In the header of the Items Table:

Just click on this section, then go to the ‘Column Settings’ and type ‘:: document title::’ in the ‘Header Label’ field, as below:

Now if you will use this template for invoices, you will see the Invoice Title in the Invoice Info and in the table header:

Rename Invoice

What if you need your Invoice to be called Tax Invoice, or any other name? it is possible too

Inside the Template Editor, please select ‘First page’ or ‘One-page invoice’, depending on whether your invoice should say “Tax Invoice” will be an Invoice over multiple pages or a Single page Invoice.

Afterward, click the Pen icon in the ‘Document Info’ field (see screenshot above) to adjust the Invoice title from “Invoice” to “Tax Invoice”. Then, click on ‘Change label placeholders’ on the right side:

The last step is to rename it from “Invoice” to “Tax Invoice” and save your settings.
Subsequently, your invoice title will be as desired.

Note: if you adjust in the Template Editor the ‘First page’ (i.e. first page of multiple-pages invoice), and you create a One-page invoice, (but did not adjust the template in ‘One-page invoice’), then you will not see the adjusted template.

Looking for more info on template customization? Here are some articles we recommend: