Susan.one is adding default document templates during the installation. If the template is not suitable for the needs of the company, you can build an invoice template suitable for the company. For this, there is a Template builder inside Susan.one.
To review all document templates, navigate to Settings > Template builder. Once there, you’ll see a list view of all available document templates.
You can create a new template from scratch, but it is recommended to export the existing template first and then import it back to Susan.one with different name.
It is easier to change an existing template than to create a new one
For that, follow these steps:
Now you can import the template back to Susan.one:
Document template is divided into three sections: header, footer and loop section.
Sections have only one property - height in millimeters. To change the section height, just click on the section and change the property value.
All units in template is in millimeters
There are two types of elements you can use: label and value.
To add an element to the template, just drag and drop the element into the desired section. Element has the following properties:
To remove the element from template, just drag and drop the element outside of the sections.
You can add horizontal lines to the template by defining horizontal line position from the top from the document properties field (separate values with commas to add multiple horizontal lines).
To use a document template, open the General Settings and specify a print template to each available document type.