Print templates (sales PDFs)

What it is

The visual design of the sales PDFs sent to the customer: quotes, orders, delivery notes and invoices. Each template controls which data is shown, in what order, with which colours, which columns and which fonts.

You can create several templates (by language, by country, by type of customer) and choose the default one in Customisation.

Available on the PRO plan.

What it is for

• Designing the look of the sales PDFs (quote, WO, delivery note, invoice).
• Deciding which details of the issuer (your company) and of the recipient (the customer) are printed.
• Choosing the columns of the line table and which totals appear in the footer.
• Adding a logo, a watermark, margins and your own fonts.
• Defining the default email (subject, body, CC, BCC) used to send each document.
• Assigning the default template used for each type of document.

How to use it

1. Go to Settings → Customisation → Print templates.
2. The opening menu shows the list of templates and the default template selectors for each type of document.
3. Click a template to open its preview (the PDF on the right, the controls on the left).
4. Click Configure Template to enter edit mode and work through the tabs (General, Page, Logo, Header, Watermark, Body, Totals and footer, Email, Font style).
5. Every change refreshes the PDF preview instantly.
6. Each switch (show/hide) has a short visible description underneath explaining what it is for, so you do not have to hover over it or try it out. That explanation used to appear only as a tooltip.
7. Each switch also carries its own icon for the concept it controls (for example, a label icon on Quote, a material icon on Substrate, a clock icon on Price per hour), instead of the same eye / crossed-out eye on every one. The icon tells you what it controls; the state (Show / Hide) is shown on the switch itself.
8. Within each tab the controls are grouped into blocks with their own heading (for example Identifiers, Product, Amounts in Detail columns), so you can find them faster.
9. Click Save Change to store the design.
10. To create one from scratch, use Create New Template; to start from an existing one, use the Duplicate icon.

1. Identifying the template

The template name is on the General tab, Template section ("The name you will identify it by"). The document name is on the Page tab, Sheet section.

1.b PDF design (theme of the line table)

The PDF design block shows several cards with a thumbnail of how the line table of the PDF looks. Click a card to choose the design; the selected card is marked with a tick. It only changes the style of the table (header, thickness and colour of the rules, spacing between rows, capitals), not the data. The themes differ in: a coloured band on the header row (some themes), rules, a box around each row (one theme) and spacing. The coloured background only appears on the header row; data rows never have a background.

The chosen theme is applied to the whole document consistently, not just to the line table: the issuer/recipient header (the labels and the separating rule under EMISOR / DESTINADO A) and the separating rule between product lines take the colour and thickness of the theme. With the Current theme the header and the separators stay as they always were (grey). The header bands of the Editorial dark and Corporate themes are now more compact (less tall).

You can also change the PDF style by asking the template AI assistant for it by name: "give me the editorial style", "use the corporate theme", "make it minimal", "boxed theme", "compact style" or "go back to the classic/current style". The assistant applies the theme to the preview straight away.

2. Page format (Page tab)

The Page tab has three sections: Sheet, Header and footer and Margins and spacing. The Detail style section is on the Body tab (on WO templates it is still on Page).

Sheet ("Name, orientation and size of the document")

Header and footer ("Height of the top and bottom bands")

3. Margins and spacing (Page tab)

Everything in points (pt). The notice "Maximum 50 pt on each value" is the subtitle of the section. The values are split into three subgroups: Header and footer, Detail and Table interior.

Header and footer

Detail (independent of the header)

The detail margin is absolute and independent: it is the distance from the edge of the page to the line table, with no relation to the header margin. What you type is what is applied.

Table interior

Spacing inside the cells of the line table (it is not a page margin).

The Left and Right fields appear twice with the same name (in Header and footer and in Detail): what tells them apart is the subgroup they sit under. They used to be called "Left margin of the header", "Left margin of the detail", and so on.

Currency (symbol and conversion factor)

On the General tab, Currency section ("Symbol and conversion of the amounts"), you can make this document show the amounts in a currency other than the global currency settings. It is a per template setting: each template can have its own currency (for example one in euros and another in dollars).

Notes:

• The factor only affects how that template's PDF is displayed. It does not change the saved sales data, nor the percentages (discount, tax %), nor the quantities; only the monetary amounts.
• If the factor is left at 1 (or empty) and the symbol is empty, the document uses exactly the global currency as before.

4. Logo

Logo tab, Logo section ("Image and size in the header").

5. Issuer (your company)

These controls are on the Header tab, Issuer section ("Your details. Clear the title to hide the block"). They are a block title plus show / hide switches for each piece of data:

Important: each switch only turns on the corresponding row; the content comes from your company details (Company details, under Settings → Company). A piece of data with its switch on Show but empty in Company details is not printed (the row is left out). That is why you can have every switch on and still see a single line in the header: the rows whose company detail is empty (for example Legal name or Trading name left blank) do not appear. The fix is to fill those fields in under Company details. The same applies to the Recipient section: its content comes from the customer record, not from the template.

6. Recipient (customer)

Header tab, Recipient section ("Customer details. Clear the title to hide the block"):

Issuer and Recipient use the same field names (Legal name, VAT number, Address...). What tells them apart is the section you are in: Issuer is your own details, Recipient the customer's.

7. Watermark

Watermark tab, Watermark section ("Background image repeated across the document").

8. Detail columns (Body tab)

Detail columns section ("Which columns are shown in the line table"). One switch per column; each one adds or removes that column from the PDF. They are split into three subgroups: Identifiers, Product and Amounts.

Identifiers

Product

Amounts

9. Artwork description (content of each line)

Artwork description section ("Text that goes with each line") on the Body tab. Which information from the quote appears under the name of the product:

What the description includes — a subgroup that only appears if "Quoting description" is on:

9.b Detail style (Body tab)

The last section of the Body tab.

10. Footer totals (Totals and footer tab)

Totals section ("Rows of the totals block"), the first one on the Totals and footer tab. One switch per row of the totals block:

The totals block follows the theme chosen in PDF design:

• With the Current theme the totals are printed as always: a plain list with no header and no coloured band (the label on the left, the amount on the right).
• With the Editorial dark, Corporate, Minimal, Boxed and Compact themes the totals use the same design as the line table: a header with two columns Concept / Amount (with the same coloured band, capitals and spacing as the theme), a thin rule under the header and a closing rule, and the Total row highlighted.

On every theme the tax/discount percentage goes inside the same label (e.g. 21 % VAT), not in a separate column.

10.b Tracking (Header tab)

Tracking section, below the issuer and recipient details on the Header tab.

11. Document footer (Totals and footer tab)

Below the Totals, the Totals and footer tab has two more sections: Document footer ("Fixed text at the bottom of every page") and Footer content.

Bank account / IBAN on the document

There are two different accounts that can appear on the document, and they should not be confused:

• Your company's account (for collection): if the document (quote, order, delivery note or invoice) has a bank account attached, its IBAN is printed automatically in the footer, next to the Payment terms, without you having to type it. Along with the IBAN, the Bank, the Account holder and the BIC are shown if they have been filled in. The account printed is the one on the document itself; if the document has no account of its own, the default account of its payment terms is used. If neither the document nor the payment terms have an account, nothing is printed. Accounts are managed in the account catalogue and are assigned per document or per payment terms.
• The customer's account (for direct debit): controlled with the Customer bank account switch on the Totals and footer tab, Footer content section. It is filled in on the customer record and printed partially (last 4 digits hidden) above the Payment terms. It is there so the customer can identify the account the SEPA direct debit will be taken from.

12. Attached email (documents only)

Email tab, Email template section ("Default values when sending the document"). What is filled in by default when you send the PDF by email:

13. Font style (typography)

Font style tab, Font style section ("Size, line height, colour and emphasis by type of text"). For each text element of the document:

The Reset styles button (restart_alt icon, top right of the section) returns all the typography to its default values. It does not save automatically: it refreshes the preview and you decide whether to save.

Each block has a readable name and a short description telling you which part of the document it controls. Only the styles the type of template you have open actually uses are listed (document or WO); the rest stay hidden. The notice in the section reminds you that the background colours in the preview are only there to help you locate each piece of text and do not come out on the final document.

On document templates (quote, order, delivery note, invoice, ticket):

On WO templates there are also Section title (headings such as "Cost breakdown"), Bold text and Secondary text (labels and values of the detail blocks), and the ones the WO does not use are hidden (Table value, Table value (large), Artwork text, Totals). On the WO, Operation name controls the "Operación: …" line of the Operations section.

Options specific to the WO (Work Order)

They only appear on WO templates. They are on the WO settings tab (sections What the order includes and Artwork specifications) and the Cost fields tab (sections Cost breakdown, Breakdown columns and Breakdown totals).

What the order includes (WO settings tab)

Subtitle: "Blocks that appear on the WO document". Document blocks subgroup:

Artwork specifications (WO settings tab)

Subtitle: "Rows of the detail for each piece of artwork". Split into three subgroups: What is printed, Substrate and Operations.

What is printed

Substrate

Operations

Cost fields (Cost fields tab)

Breakdown columns ("What is shown on each cost line"), Columns subgroup:

Operator mode — a subgroup with a single two-position switch:

Breakdown totals ("Rows at the foot of the breakdown"):

Default templates (opening menu)

At the top of the menu, under Default template to add, there is a card for each ready-to-use starter template. There are six, one per type of document: Quote Template, Order Template, Work Order Template, Delivery Note Template, Invoice Template and Ticket Template (the last one with 80 mm thermal paper size). Each card comes with two actions:

• Add (+ icon): click the card to add an editable copy of that template to your own templates.
• Create with AI (auto_awesome icon, violet gradient): opens the AI assistant taking that template as the starting point, so you can describe in plain language how you want it and the AI refines it on the right type of document (invoice, delivery note, WO…). Requires the PRO plan.

Each starter template already comes set up for its type: the Invoice one shows the tax details and all the prices and totals; the Delivery Note one shows product and quantity with no prices; the Work Order one shows the WO header and the task summary with no prices.

Underneath, you choose which template is used by default for each type of document:

Buttons and actions — what each one is for

The literal text on screen. For the toggles, both states are documented.

Key concepts

• Template (print): a reusable configuration of format, styles and visible fields used to generate printed documents (quotes, invoices, delivery notes, work orders). It defines the visual look and which customer/product data is shown.
• Default templates: the section where you choose, for each document (Quote, Work order, Delivery note, Invoice, Ticket), the template used automatically as the starting point when creating a new document of a given type (quote, WO, delivery note, invoice). It saves you setting up the format every time.
• Print footer: the company information that appears at the bottom of the document. It can be shown empty, with the legal name only, or with the legal name + the trading name.
• Orientation: the direction of the page: portrait or landscape.
• Sheet size: the standard page format (A4, A3, A5, THERMAL_80MM...). It sets the Width and the Height automatically, and both are read only. It used to be called "Type of sheet".
• Sheet: the section of the Page tab with the document name, the orientation and the size.
• Header: the top section of the document with the logo, the Issuer details (your company) and the Recipient details (the customer). On WO templates it is also the Header switch under What the order includes, which turns the whole thing on or off.
• Page footer: the bottom section of the document, which can carry custom text, legal details or contact information. Its height is set with Footer height.
• Margins and spacing: the section of the Page tab that gathers every spacing value, in three subgroups: Header and footer (Top / Bottom / Left / Right), Detail (Left / Right) and Table interior (Horizontal / Vertical). Maximum 50 pt on each value. The Detail margins are independent of those of the header: each one is an absolute value from the edge of the page, they are not added together.
• Table interior: the spacing inside the cells of the line table (Horizontal at the sides, Vertical above and below). It is not a page margin: it gives more or less air inside the table.
• Detail style: the section with the Line between items switch, which separates each item of the detail. On sales documents it is on the Body tab; on WO templates, on Page.
• Payment terms: the footer block with the text of the customer's payment terms. It is always shown as long as the payment terms have text, unless the Payment terms switch under Totals and footer → Footer content is set to Hide.
• Watermark: a semi-transparent background image repeated across the whole page (e.g. BORRADOR, COPIA). It is adjusted with Size and Opacity.
• Issuer: the details of the company issuing the document: legal name, trading name, VAT number, address, email, phone, website, issuer sales rep. The switches on the Header tab → Issuer section only turn on each row; the content comes from Company details. A detail that is switched on but empty in Company details is not printed (the row is left out) — the usual reason for a header coming out incomplete or with a single line. The Issuer block title (EMISOR by default) heads the block; if you clear it, the section disappears.
• Recipient: the details of the customer receiving the document: legal name, trading name, VAT number, reference, address, contact, email, phone, website. The same as the issuer: the switch turns on the row and the content comes from the customer record, not from the template. Its label is the Recipient block title (DESTINADO A by default). This section used to be called "Sender details".
• Artwork description: the descriptive text of the specifications of each quoted product: size, substrate, ink, extras, creation date. It appears on the PDF under the name of the product. What goes into it is chosen in the What the description includes subgroup, which only appears if Quoting description is on.
• Detail columns: which columns are shown in the line table of the PDF. They are grouped into Identifiers (Item, Quote calculation, Quote, Work order, Delivery note, Invoice), Product (Name, Image) and Amounts (Quantity, Unit price, Price, Subtotal, Discount, Tax, Total, Due date).
• Template groupings: within each tab the switches are split into blocks with a heading (Identifiers, Product, Amounts, What the description includes, Document blocks, What is printed, Substrate, Operations, Columns, Operator mode...). The heading of the block is what tells apart fields with the same name (for example Left in Header and footer vs in Detail).
• Switch description: the short text every template switch shows under its name, explaining what it is for. That explanation used to appear only as a tooltip on hover. Each switch also carries its own icon for its concept instead of the same eye / crossed-out eye.
• Operator mode: the subgroup of Cost fields (WO templates) with the Time only, no amounts switch, which has two positions: Amounts or Time only. On Time only the operations charged by time keep the time and their cost is hidden; raw materials, extras and totals are untouched.
• Font style: the visual settings of the text: size (pt), line height, colour, weight (normal/bold) and style (normal/italic). It is applied to each element (headings, labels, data...).
• WO (Work Order): an internal document for managing production. It has options of its own under What the order includes (Header, Header only at the start, Task summary, Job manager detail, Tracking QR), Artwork specifications and Cost fields (Cost breakdown, Breakdown columns, Operator mode, Breakdown totals).
• Tracking QR: the QR code the customer scans to see the status of their work order in real time, without going into the application. Requires the Full plan. The switch used to be called "Generate QR for access to the WO status".
• Cost breakdown: the switch on the Cost fields tab of WO templates that prints every cost of the quote. Requires the Pro plan. Until you switch it on, the Breakdown columns and Breakdown totals sections do not appear.
• Point (pt): a typographic unit of measurement. 1 point = 1/72 of an inch. It is used for font sizes, margins and section heights.
• Document currency (Currency symbol + Conversion factor): a per template setting to show the amounts in another currency. The symbol replaces the one in the global settings on that template only (empty = use the global one); the conversion factor multiplies every monetary amount on the document (1 = no conversion). It only affects how the PDF is displayed, not the saved data nor the percentages/quantities.
• Subtotal: the sum of the prices of every line, with no discounts and no taxes.
• Total cost: the Breakdown totals row on WO templates with the sum of every cost.
• Taxable base: the amount the tax is calculated on. It is normally the subtotal less discounts.
• Discount: a percentage reduction or a fixed amount off the price. It is only printed if it is greater than 0%.
• Create with AI: the button (auto_awesome icon) on the opening template menu that opens the assistant to generate a new template by describing it in plain language. The AI generates the settings and opens the editor with them preloaded without saving; you review the preview and click Save Change if you are happy. Requires the PRO plan.
• AI Assistant: a collapsible box (auto_awesome icon) inside the template editor (configuration mode), above the tabs. You describe an adjustment in plain language and the AI applies it to the form straight away on the preview; it is iterative (you can keep asking for changes) and it applies directly, with no confirmation. It can touch the page, margins, logo and watermark size, separating rules, company/customer details, columns, totals, WO settings, header and footer texts, the email and the typography; it does not upload images (neither the logo nor the watermark), it only changes their size. Requires the PRO plan. Saving is still manual.

Features by plan / role

• PRO: unlocks the print templates and the Cost breakdown of the WO. It also unlocks Create with AI and the AI Assistant.
• Full: unlocks the Tracking QR (both under Header → Tracking on sales documents and under WO settings → What the order includes on WOs).
• Role permissions: requires printTemplate_edit to edit templates.

Permissions

• Requires printTemplate_edit and the PRO plan.

Frequently asked questions

Q: What is the Configure Template button for?

A: It switches from the preview to edit mode. It only appears when you are looking at the document; clicking it opens the configuration tabs (General, Page, Logo, Header, Watermark, Body, Totals and footer, Email, Font style). To save what you adjust, click Save Change.

Q: How do I create a new template?

A: On the template menu click Create New Template to start from scratch, or use the Duplicate icon on an existing one to copy it with the same settings and change it.

Q: How do I create a template with AI?

A: On the opening menu click Create with AI (auto_awesome icon), next to Create New Template. In the Create template with AI modal describe in plain language how you want it (e.g. "formal A4 invoice with a large logo", "minimalist 80mm thermal ticket"); there are suggestion chips to get you started. The AI generates the settings and opens the editor with them preloaded without saving: review the preview and click Save Change if you are happy. Requires the PRO plan.

Q: Can I change a template with AI instead of working through the tabs by hand?

A: Yes. Inside the editor (configuration mode), above the tabs, use the AI Assistant box (auto_awesome icon). Describe the adjustment (e.g. "make the logo bigger and take the QR off", "hide the image column") and the AI applies it to the form straight away; the preview updates. It is iterative: you can keep asking for changes. It applies directly, with no confirmation, but Save Change is still manual. Requires the PRO plan.

Q: What can and cannot the AI Assistant change?

A: It can adjust page size/orientation, margins, logo and watermark size, separating rules, which company/customer details are shown, the detail columns, the totals, the WO settings (header, summary, costs, job manager, QR), the header and footer texts, the email template and the typography (size/colour/bold/italic by type of text). It cannot upload images (neither the logo nor the watermark): you upload those by hand, although it can change their size. Settings tied to a plan (the Cost breakdown of the WO requires Pro and the Tracking QR requires Full) are flagged if your plan does not allow them.

Q: Can I change the style/theme of the PDF by asking the AI assistant?

A: Yes. In the AI Assistant box ask for it by name: "give me the editorial style", "use the corporate theme", "make it minimal", "boxed theme", "compact style" or "go back to the classic/current style". The AI selects that design and the preview updates straight away. The six styles are: Current (classic), Editorial dark, Corporate, Minimal, Boxed and Compact. You can also choose them by hand in the PDF design block.

Q: How do I change the logo on one template only?

A: Open the template, click Configure Template and, on the Logo tab, Logo section, use Document logo. Adjust the size with the Size slider (50-300px). That logo overrides the global one from Company details on that template only.

Q: I cannot see the option to upload the logo / I cannot find where to upload it, where is it?

A: This is the most common one: the Logo tab only appears in edit mode, not on the preview. The full steps:

1. Open the invoice template (or the quote/delivery note one) from Print templates. You will see the preview of the PDF.
2. Click the Configure Template button. This is the step people usually skip: until you click it, the tabs are not shown.
3. The tabs now appear (General, Page, Logo, Header, Watermark, Body, Totals and footer, Email, Font style). Go into Logo.
4. Use Document logo to load the image and the Size slider to adjust it (50-300px).
5. Click Save Change to keep it.

Q: I have already uploaded the company logo, but it does not come out on the invoice, how do I switch it on in the template?

A: There is no "enable logo" switch: the logo is printed if there is an image loaded. Check these two things:

• Global logo: it is uploaded in Company details → Logo. It is the one used by every document and email.
• That template's logo: in the template, Configure Template → Logo tab → Document logo. You only need it if you want a different one from the global one on that particular document.

If you have already uploaded the global one and it does not appear, open the template, check that the Size slider in the Logo section is not at its minimum and click Save Change. The template AI assistant cannot upload the image for you (it only changes the size): loading the file is always manual.

Q: Can the AI Assistant put a logo in for me?

A: No. The AI does not upload images: the logo and watermark fields are loaded by hand. The AI can change the Size of the logo and the watermark settings (size, opacity) of a logo that has already been uploaded. To upload it use Configure Template → Logo tab → Document logo.

Q: I want to hide the Unit price column on my quotes.

A: On the Body tab of the quote template, Detail columns section → Amounts subgroup, set the Unit price switch to Hide.

Q: What is the watermark for?

A: It is a semi-transparent background image repeated across the whole page. Typical uses: printing "BORRADOR" on quotes that have not been accepted, or "COPIA". Upload it on the Watermark tab with the Watermark field and adjust the Size and Opacity sliders.

Q: How do I add the customer's tracking QR to the WO?

A: On a WO template, WO settings tab → What the order includes section → Document blocks subgroup, switch on Tracking QR. The customer scans the QR and sees the status of their order in real time. Requires the Full plan. On sales document templates the same switch is under Header → Tracking. It used to be called "Generate QR for access to the WO status".

Q: I want a fixed text in the footer with my bank details.

A: On the Totals and footer tab, Document footer section, type the text. It will appear at the bottom of every document generated with that template.

Q: How do I take the payment terms off the quote?

A: In the template, Totals and footer tab → Footer content section, set the Payment terms switch to Hide and click Save Change. It comes on out of the box: while it is on Show, the document carries the text of the customer's payment terms whenever those payment terms have text.

Q: I cannot find the Columns and totals tab or the Footer tab, where are they?

A: They were reorganised. The columns and the description of each line are now on Body, together with Detail style (which used to be on Page). The Totals moved to the start of the Totals and footer tab, which also carries the Document footer and the Footer content (Payment terms, Customer bank account and Document note). The Tracking QR is under Header → Tracking.

Q: What is the Print footer field for?

A: It controls which company details come out at the bottom of the document: nothing, the legal name only, or the legal name + the trading name. You choose it on the opening template menu.

Q: What is a default template?

A: It is the template used automatically when you create a document of a given type. On the opening menu you assign the Default Quote / Order / WO / Delivery note / Invoice Template; that way you do not have to choose the design every time.

Q: Can I have several invoice templates?

A: Yes. Create as many as you need with different names. Assign the main one in Default Invoice Template; the rest are chosen by hand when printing.

Q: How do I change the colour or the size of the text on the PDF?

A: On the Font style tab, adjust the Size, Line height and Colour for each element, and use the Normal / Bold and Normal / Italic toggles for the style. If you have lost your way, the Reset styles button returns all the typography to its default values.

Q: How do I set up the email the invoice is sent with?

A: On the Email tab, Email template section, fill in Default subject and Email body. In the body you can use the variables &DOC& (name of the document), &CLIENTE& (name of the customer) and &NUMERO& (number of the document), which are substituted on sending; the field also has an AI Assistant button to write the body by describing it in plain language (requires the PRO plan). Add fixed copies in Default CC and Default BCC (separated by ;).

Q: Why will it not let me delete a template?

A: The Delete icon removes the template after confirming, but it cannot delete one that is assigned as a default. Take it off the default template selectors first and try again.

Q: I hid the issuer label and the whole section disappeared. Is that correct?

A: Yes. If you leave the Issuer block title (or the Recipient block title) empty, that whole section is hidden and its switches disappear too. Type a title for it to come back. Both fields used to be called "Indicate the issuer of the document".

Q: I have the header details (issuer) switched on but only one line comes out on the document, with no name and no legal name.

A: The switches on the Header tab → Issuer section only turn on each row; the content comes from your company details, not from the template. If Legal name or Trading name are switched on but those fields are empty in Company details (Settings → Company), those rows are not printed and the header only shows the details that are filled in (hence "only one line"). The fix: go to Settings → Company → Company details, fill in Legal name and Trading name (and anything else you want shown) and save. The issuer header will be complete the next time you generate the document. The same applies to the Recipient section: its data comes from the customer record, not from the template.

Q: I print a delivery note and the header says "FACTURA" instead of "Delivery note".

A: The title is set by the template itself, not by the type of document. Go into the delivery note template → Page tab → Sheet section → Document name, and type "Delivery note". Each type (quote, WO, delivery note, invoice) should have its own template with its own name, assigned as the default for its type. (The Template name field, under General → Template section, is a different thing: it is only there to identify it in your list.)

Q: I change the font size of the footer, I save it, but when I open the document it goes back to the previous size.

A: The size of the footer is changed on the Font style tab, on the Terms (footer) element, not in the text editor. Adjust it there and save.

Q: Not all the footer text comes out (data protection notice, registry details); it is cut off.

A: Adjust Footer height on the Page tab → Header and footer section: raise it until all the text fits. If the text looks black or oddly formatted, delete it, paste it into a plain text editor first and paste it back in to strip the HTML formatting.

Q: Is the detail margin added to the header margin?

A: No. The margins in the Detail subgroup are independent: each one is an absolute value from the edge of the page. If you put 10 pt in Left (Detail subgroup, Margins and spacing section of the Page tab), the detail sits 10 pt from the edge, whatever the header margin is. To line the detail up with the header, put the same value in the Left of Header and footer and in the one under Detail.

Q: Where are the margins now? They used to be called "Top margin of the header", "Left margin of the detail"...

A: They are all together on the Page tab, Margins and spacing section (subtitle "Maximum 50 pt on each value"), split into three subgroups: Header and footer (Top, Bottom, Left, Right), Detail (Left, Right) and Table interior (Horizontal, Vertical). The old long names were shortened; what tells you which is which is the heading of the subgroup.

Q: What is Table interior (Horizontal / Vertical) for?

A: It is the spacing inside the cells of the line table, not a page margin. Horizontal separates the text from the sides of the cell; Vertical separates it above and below, so it raises or lowers the air between rows. It is on the Page tab → Margins and spacing → Table interior subgroup.

Q: I cannot find an option, I think it used to be called something else. Were the names changed?

A: Yes, the template names were shortened and the controls are now grouped into blocks with headings. The most common changes: "Basic template settings" → Template (in General) and Sheet (in Page); "Type of sheet" → Sheet size; "Issuer details" → Issuer and "Sender details" → Recipient; "Column data" → Detail columns; "Total data" → Totals; "Artwork description" → Artwork description; "Upload your logo" → Document logo; "Upload your watermark" → Watermark; "Basic document settings" → Add to the document, which was then split up: the Tracking QR moved to Header → Tracking and the Customer bank account to Totals and footer → Footer content; the "Columns and totals" tab is now called Body (with the Detail style that used to be on Page) and the "Footer" tab is Totals and footer (the Totals moved there, right at the top); "Basic WO document settings" → What the order includes; "Generate QR for access to the WO status" → Tracking QR; the default emails → Default CC, Default BCC, Default subject and Email body. The options are the same: only the name and the grouping changed.

Q: What is each switch on the template for? I used to have to hover over it.

A: Not any more: each switch shows a short visible description under its name telling you what it does, and carries its own icon for its concept (label, material, clock, euro...) instead of the eye / crossed-out eye that was repeated on every one. The state is still Show / Hide on the switch itself. The switches are also grouped into blocks with headings (Identifiers, Product, Amounts, What is printed, Substrate, Operations, Operator mode...) so you can find them sooner.

Q: I want the copy of the WO that goes to the shop floor to carry the times but not the prices.

A: On the WO template, Cost fields tab: switch on Cost breakdown (Pro plan) and, in the Operator mode subgroup, set the Time only, no amounts switch to the Time only position. Operations charged by time keep the time and their cost is hidden; raw materials, extras and totals are untouched. The other position is Amounts.

Q: The name of the PDF file does not match the number of the document.

A: Fixed: the PDF is downloaded with the real number of the document. If you still see an old name, refresh the page to load the latest version.

Q: Is there a starter template ready for each type of document?

A: Yes. Under Default template to add you have six starter templates, one per type: Quote, Order, Work Order, Delivery Note, Invoice and Ticket. Each one already comes set up for its type (the invoice one with the tax details and all the prices; the order one with prices and totals like the quote; the delivery note one with product and quantity and no prices; the WO one with the header and the task summary). Click the card to add an editable copy, or use its Create with AI button to start from it and refine it by describing what you want.

Q: I want to create an invoice/delivery note/WO with AI, not a quote.

A: Under Default template to add, click the Create with AI button (auto_awesome icon) on the card for the type you want (Invoice, Delivery Note, Work Order…). The assistant starts from that template, already tailored to the type, and refines it with whatever you ask for. Requires the PRO plan.

Q: Can I change several templates at once with AI?

A: Yes. In the table of templates select the ones you want and use the Modify with AI action (auto_awesome icon). You describe the change once (e.g. "make the logo bigger and hide the image column") and the AI applies it to all the selected ones, keeping the name and the type of each. It updates the existing templates, it does not create copies. Requires the PRO plan.