Managing templates
You'll find a list of templates created for your team in the Team settings on the Billing tab.
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freispace uses HTML pages to render PDF files. Thus, templates are constructed using HTML code for layouts and CSS for styling.
Templates can be edited, enabled, and disabled.
Creating a new template
- In the list of templates, found in the Team settings on the Billing tab, click the Create template button.
- Enter a name. The name will be shown to your users when creating new documents.
- Enter what the template should be used for. Example possibilities are Credit notes, Offers and Invoices. One template may be used for all document types simultaneously.
- Enter your template's HTML and CSS codes.
- Click Save.
Selecting a template
You may select the corresponding template when finalizing (locking) a document.
The last selected template for the document type will be saved to the team.
Company logo / image
If you select to show a company logo, freispace will first check if the document's selected issuing company has a logo attached.
If no image is found, it will use your team image as a fallback.
If no team image is found, the company name will be shown instead.