How to edit the structure of a template?

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EditTemplateStructure1.png
  • If you want to change the template of an invoice go to the tab Document templates.
  • Next, select the wished template and click on the button Edit template structure.
  • A editor with the template will be opened.

 

For this example we take the default template of Create invoice.

Each predefined template has an default template for the beginning.

 

EditorAcc.png
  • Tool bars: The tool bars have the same functionalities like a toolbar in a word-program. You can change colours, insert tables, objects, draw something or save your changes.
  • Report Tree: You find all objects, lines, ... organised in a tree structure. Select an object of the list and the associated field in the template will also be selected.
  • Object Inspector: At the report inspector you see the details of the current marked field in the template.
  • Data Tree: In the data tree you can find all invoice items and informations, variables, functions and classes you can use in the template. Add them with drag and drop.
  • Template: In the middle of the window you see the current template. Here it is the default template from Create invoice.

 

 

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