Edition templates

From Settings → PDF editions, the Document layout section opens the template editor of each document type. Layout becomes data: an ordered list of blocks you arrange, enable and configure — no development involved.

A default template ships for every covered type: an instance that never touches anything still produces documents. Your changes only apply to your instance.

The editor

Compose a document

Order the blocks
The left column lists the document’s blocks (header, seller/buyer, references, lines table, totals, free texts, signature, footer…). Reorder them by dragging the handle, or with the arrows. The checkbox hides a block without deleting it; the bin deletes it — any deleted block can be recreated from « Add a block ».
Configure the selected block
The central panel exposes the selected block’s options: titles, labels, table columns (which ones, order, alignment), VAT breakdown, signature frame height… The « hide when empty » option avoids an empty frame on a document without data.
Insert data-bound fields
Texts accept fields resolved at edition time (document number, date, customer, totals…). Three ways to insert them: drag a field from the right-hand palette into a text, click it (it lands where you were writing), or type {{ — an autocompletion list opens. Every palette field shows a sample value.
Preview, then save
The Preview button renders a sample document with the template as displayed on screen, even unsaved — you can experiment without touching the template in service. The preview shows inside the page; a dedicated icon opens it in a tab.

Columns of the lines table

Palette fields render a single value for the whole document. Lines repeat: the Lines table block automatically replays one row per item — the entries of a quote, the items received on a delivery.

So they are not inserted into a text: for each column of the block, the data is picked from a list (Description, Quantity, Unit price, Serial number…), which varies by document. A transfer note has no prices; a reception note has both an expected and a received quantity.

The palette recalls that list under Line fields, with a sample value for each. Picking a data field fills in the column heading, which you can then adjust.

Pills, and unknown fields

A recognised field displays as a pill carrying its human label (« Quote number »), whether it was dropped or typed — the {{…}} syntax is only the storage format. A pill deletes like a single character.

An unknown field (typo, field removed from the catalogue) shows as a red pill with its raw path, and feeds the anomaly counter at the top of the screen. It does not block saving — you may be mid-writing — but it never disappears silently: on the preview as on the real document, it prints visibly ([champ inconnu : …]) instead of leaving a blank.

Emphasising a word inside a sentence

A text block is styled as a whole: its size (6 to 24 points), bold, italic, underline. But you often want to stress a single word — “the supplies are found compliant with the order”.

Select the fragment, then click the bold, italic or underline button in the small bar above the field. The text is wrapped in markers, which stay visible while editing and never print on the document:

To get	The field shows
bold	`bold`
italic	`italic`
underlined	`__underlined__`

Three useful points:

Markers combine — **__notice__** comes out bold and underlined.
An unclosed marker stays ordinary text: writing “2 * 3” has no effect, and a sentence is never truncated over syntax. To print a marker literally, precede it with a backslash (\*).
Styling applies only to what you write, never to values coming from the data: a part designation containing “2*3*4” prints as is.

Use Preview to see the actual result.

Styling a block

The header, references, signature and footer blocks each carry a Typography panel: a size (6 to 24 points) plus bold, italic and underline.

The size applies to the block’s main text — the title for the header, the labels for references. The other elements follow in proportion: taking a title from 20 down to 10 points also scales its number and subtitle by the same ratio. This is deliberate: on a document sent to a customer or filed for payment, a collapsed visual hierarchy shows more than a slightly large title.

Leave the field empty to return to the layout shipped with the product. A size outside the bounds is rejected on save rather than allowed to distort a document.

Frozen at issuance — invoice and credit note

An issued invoice (or credit note) must come out as it was issued, years later. At issuance, the template and branding settings of the moment are frozen onto the document: changing the template afterwards only affects future documents, never those already issued. Drafts always follow the current template — which is what you want while fine-tuning.

Assumed limit: the logo is frozen by reference, not copied — if its file is deleted from the documents module, an old re-issue comes out without a logo (never as an error).

The CII XML embedded in the Factur-X PDF stays outside the template: it is the authoritative artifact, only the readable layout is composed here.

Going back

Restore default deletes your customised template: the document returns to the layout shipped with the product. The default template cannot be deleted. Already-issued documents keep their frozen appearance.

What stays out of reach

Regulatory editions (component life record, EMAR/FR Form 1) never show up here: their layout is prescribed by the authority. Only their branding and mentions are configurable, in PDF editions.