Print templates
Customize A4 print layouts for invoices, quotations, bills, vouchers, and CRM documents — starters, merge fields, Arabic, and when the built-in layout is used.
Print templates control how documents look when you click Print, and the PDF attached to Email and WhatsApp. You design one layout per document type. Until a template is Active for that type, AdoxERP keeps using the original built-in print format.
Print templates are A4 (and similar paper sizes) only. They do not change POS 80 mm receipts or the ZATCA tax invoice / PDF-A3 (those stay on their own compliance layouts).
Where to open it
- Go to General Settings → Master → Print Templates
- Optionally filter by document type in the left list
- Click Add Template, or Start from a template to copy a ready-made layout
- Choose the document type, edit the HTML (or visual editor), then Save
- Turn Active on — only one template per document type can be active
Your role needs Print Templates permission. If the menu is missing, ask an administrator.
Configure a template
- Name the template (for example “Sale invoice — company letterhead”).
- Set Document type to the screen that should use it (Sale, Delivery Note, Quotation, and so on).
- Pick Paper size (usually A4) and margins in millimetres.
- Optional: Start from a template — Transaction details (current format) matches the existing Sales / Purchase print.
- Build the body with merge tokens from Insert fields (click a field to insert
{{doc.ref}},{{business.logo}}, and similar). - Turn on Include Arabic labels and product names if invoices should show English / Arabic (also applies when Enable local name is on in business settings).
- Choose which line table columns and summary rows appear (for example hide line tax and keep tax only in the totals).
- Click Preview (sample data), then Save. Switch Active on from the form or the list.
Dev Mode shows the HTML. Use it for layouts with tables and headers so the visual editor does not rewrite them. Format code only tidies indentation.
Which Print button uses which template
| Document | Where you print | Template type |
|---|---|---|
| Sale (invoice) | Sales → Sale → Print | Invoice (sale) |
| Delivery note, sale order, quotation, sale return | Same transaction details Print | Matching type |
| Purchase, purchase order, GRN, purchase return | Purchase documents → Print | Matching type |
| Receipt / payment voucher | Accounts → voucher → Print | Receipt voucher / Payment voucher |
| CRM quotation / CRM order | CRM document → Print | CRM Quotation / CRM Order |
| Email / WhatsApp PDF | Document → Email or WhatsApp | Same type as Print for that document |
If there is no active template for that type, or the template cannot render, AdoxERP uses the existing built-in layout for that screen.
Company logo and letterhead
- Logo — insert Logo from Insert fields (
{{business.logo}}). It uses the logo saved on the company (business) record. - Letterhead image — there is no upload on this screen. Host the file on HTTPS (your website, CDN, or object storage), then add it in Dev Mode as an
<img>at the top of the HTML, or as abackground-imagein Custom CSS. Scope CSS to#print-doc. Example:
#print-doc {
background-image: url('https://your-domain.com/letterhead.png');
background-repeat: no-repeat;
background-size: 100% auto;
background-position: top center;
padding-top: 40mm;
}
The image URL must stay publicly reachable when staff print or send PDF.
Arabic
Turn on Include Arabic labels and product names on the template, or enable Enable local name in business settings. Line items then show product name_lang when it is filled. Insert fields also include bilingual labels (Date / Arabic) and Arabic-only label.* tokens.
What Print templates do not change
- POS Print (80 mm thermal receipt)
- ZATCA tax invoice download / PDF-A3
- Tax amounts, totals, or accounting (templates only change how saved amounts are displayed)