Templates

 To avoid extra manual work, we can create templates. We could use dynamically data to all our documents we need (for example Invoice, Order, Product, ...). 

How to create a template?

1. Create a template. To create one, you need to click on "+"

Dashboard -> Settings -> Templates ->

In the dialog table enter a name, its type (usually html) and context.

More information about the "Context'" we can find here

Then click on

How to use dynamical data? We need to click onicon to switch to HTML mode and dynamically use data fields. Data fields must be entered in double curly braces {{  }}. For example, if we want to use Account No we enter: {{ system.organisationAccount }}* Another example , if we want to use Bank code we enter: {{ system.organisationBankCode }}*

* Choose a field you want to reach data with a template:

• Production templates;
• Invoice templates;
• Order templates;
• Organisation templates.

Note: To save a template, click on