{"id":151049,"date":"2026-10-11T19:40:50","date_gmt":"2026-10-11T19:40:50","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%ad%d8%b0%d9%81-%d9%82%d8%a7%d9%84%d8%a8-%d9%85%d9%86-%d9%82%d9%88%d8%a7%d9%84%d8%a8-%d8%a7%d9%84%d8%b7%d8%a8%d8%a7%d8%b9%d8%a9\/"},"modified":"2026-10-19T09:07:35","modified_gmt":"2026-10-19T09:07:35","slug":"deleting-a-print-template","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/deleting-a-print-template\/","title":{"rendered":"Deleting a Print Template"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<div style=\"background: #f6f8fb; border: 1px solid #e5e7eb; border-radius: 8px; padding: 12px 16px; margin: 0 0 20px; font-size: 15px; line-height: 1.8;\">\n<div style=\"display: flex; gap: 8px; padding: 4px 0;\"><span style=\"min-width: 120px; color: #6b7280;\">Module<\/span><span style=\"color: #1f2430;\">Templates<\/span><\/div>\n<div style=\"display: flex; gap: 8px; padding: 4px 0;\"><span style=\"min-width: 120px; color: #6b7280;\">Screen<\/span><span style=\"color: #1f2430;\">Printable Templates<\/span><\/div>\n<div style=\"display: flex; gap: 8px; padding: 4px 0;\"><span style=\"min-width: 120px; color: #6b7280;\">Required apps<\/span><span style=\"color: #1f2430;\">Depends on the template type, such as the Finance app for incomes<\/span><\/div>\n<div style=\"display: flex; gap: 8px; padding: 4px 0;\"><span style=\"min-width: 120px; color: #6b7280;\">Required permissions<\/span><span style=\"color: #1f2430;\">Edit General Settings<\/span><\/div>\n<\/div>\n<div style=\"border: 1px solid #e5e7eb; border-radius: 8px; padding: 12px 16px; margin: 0 0 20px;\">\n<p style=\"margin: 0 0 6px; font-weight: bold; color: #111827;\">Contents<\/p>\n<ol style=\"margin: 0; padding-left: 22px;\">\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#intro\"><strong style=\"color: #1a56db;\">Overview<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#pre\"><strong style=\"color: #1a56db;\">Before you start<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#open\"><strong style=\"color: #1a56db;\">How to access<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#steps\"><strong style=\"color: #1a56db;\">Steps<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#fields\"><strong style=\"color: #1a56db;\">Template card buttons<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#errors\"><strong style=\"color: #1a56db;\">Messages<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#cases\"><strong style=\"color: #1a56db;\">Cases that affect deletion<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#alt\"><strong style=\"color: #1a56db;\">Alternatives to deleting<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#effect\"><strong style=\"color: #1a56db;\">Effect on the system<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#tips\"><strong style=\"color: #1a56db;\">Important notes<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#faq\"><strong style=\"color: #1a56db;\">FAQ<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n<h2 id=\"intro\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Overview<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Printable templates are the designs used to print documents such as income vouchers (incomes), expenses, client payments and requisitions. This article explains how to delete a template you no longer need, using <strong style=\"color: #111827;\">Incomes<\/strong> templates as an example. The same steps apply to the other template types.<\/p>\n<h2 id=\"pre\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Before you start<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">You need the <strong style=\"color: #111827;\">Edit General Settings<\/strong> permission.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">You can delete only the templates you added. Ready-made system templates can&#8217;t be deleted.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Deleting is permanent, and the template can&#8217;t be recovered afterwards. If you only want to hide it temporarily, <a style=\"color: #1a56db;\" href=\"#alt\"><strong style=\"color: #1a56db;\">deactivate<\/strong><\/a> it instead.<\/li>\n<\/ul>\n<h2 id=\"open\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">How to access<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From the main menu: <strong style=\"color: #111827;\">Templates<\/strong>, then <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/printable_templates\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Printable Templates<\/strong><\/a>, then click the <strong style=\"color: #111827;\">Incomes<\/strong> card.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Directly from the link: <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/printable_templates\/index?type=income\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Incomes templates<\/strong><\/a>.<\/li>\n<\/ul>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">For other types, choose their card on the Printable Templates page, such as: Expenses, Clients Payments, Suppliers Payments, Requisitions, Stocktakings, Journals, Clients and Product Label.<\/p>\n<h2 id=\"steps\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Steps<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Open <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/printable_templates\/index?type=income\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Incomes templates<\/strong><\/a>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Find the template in the <strong style=\"color: #111827;\">Active<\/strong> section or the <strong style=\"color: #111827;\">Available (Not Active)<\/strong> section.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click the <strong style=\"color: #111827;\">Delete<\/strong> button (the red button with the trash icon) on the template card.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">A <strong style=\"color: #111827;\">Confirmation Message<\/strong> page appears asking <strong style=\"color: #111827;\">Are you sure you want to delete?<\/strong>. Click <strong style=\"color: #111827;\">Yes<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The template is deleted and you return to the incomes templates list.<\/li>\n<\/ol>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Note:<\/strong> If the Delete button doesn&#8217;t appear on the template, it&#8217;s a ready-made system template or an edited copy of one. See <a style=\"color: #1a56db;\" href=\"#cases\"><strong style=\"color: #1a56db;\">Cases that affect deletion<\/strong><\/a>.<\/p>\n<\/div>\n<h2 id=\"fields\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Template card buttons<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Button<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">What it does<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Appears on<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Edit<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Edits the template design.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">All templates<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Clone<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Creates a new template with the same design.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">All templates<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Delete<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Deletes the template permanently.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Templates you added<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Deactivate<\/strong> \/ <strong style=\"color: #111827;\">Activate<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Hides the template from the print options, or shows it again.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Templates you added<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Set as default<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Makes the template the one used automatically for printing.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Templates you added<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The restore button<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Removes your changes to a ready-made template and returns it to its original design.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Ready-made templates you edited<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"errors\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Messages<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Message<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Meaning<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">printable template deleted<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The template was deleted successfully.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Invalid type<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The template type in the link is wrong, or its app isn&#8217;t enabled.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No templates found click on the add template button to create your own one<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">There are no templates left in this type after the deletion.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"cases\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Cases that affect deletion<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Template type<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Can it be deleted?<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">A template you added<\/strong> (new or cloned)<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Yes, with the Delete button.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">A ready-made system template<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No. It has no Delete button. You can set another template as default to use instead.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">A ready-made template you edited<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">It shows the restore button instead of Delete. Restoring removes your changes and returns the ready-made template to its original design.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">The default template<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Yes. After that, the system uses the other available templates, so set another template as default before deleting it.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"alt\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Alternatives to deleting<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Deactivate<\/strong>: click <strong style=\"color: #111827;\">Deactivate<\/strong> on the template card. It moves to the <strong style=\"color: #111827;\">Available (Not Active)<\/strong> section and no longer appears in the print options. You can bring it back with <strong style=\"color: #111827;\">Activate<\/strong> at any time.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Change the default template<\/strong>: click <strong style=\"color: #111827;\">Set as default<\/strong> on another template, and it&#8217;s used instead of the current one.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Edit<\/strong>: if you only want to change how the template looks, use <strong style=\"color: #111827;\">Edit<\/strong> instead of deleting it.<\/li>\n<\/ul>\n<h2 id=\"effect\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Effect on the system<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">No existing income voucher or document is affected. Templates are only used at print time, and you can print old documents with any available template.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The deleted template disappears from the print options for all users.<\/li>\n<\/ul>\n<h2 id=\"tips\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Important notes<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If you&#8217;re not sure whether you still need the template, deactivate it instead of deleting it.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Before deleting the default template, set another template as default so that document printing doesn&#8217;t change unexpectedly.<\/li>\n<\/ul>\n<h2 id=\"faq\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">FAQ<\/h2>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Why doesn&#8217;t the Delete button appear on the template?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Because it&#8217;s a ready-made system template, and ready-made templates can&#8217;t be deleted. You can set another template as default, or restore the template to its original design if you edited it.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Can I recover a template after deleting it?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">No, deleting is permanent. Deactivate the template if you only want to hide it temporarily.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Are earlier income vouchers affected when I delete the template?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">No, you can print them with any other available template.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">I deleted the default template. Which template will vouchers print with now?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The system uses the other available templates. To choose a specific one, click <strong style=\"color: #111827;\">Set as default<\/strong> on it.<\/p>\n<\/div>\n","protected":false},"author":17,"featured_media":0,"template":"","categories":[2064,2067],"tags":[23585,23593,7066,23591,15729,23587,23588,23586,23592,23583,15866,22976,23589,4753,19165,23590,23582,23581,23584,2941],"class_list":["post-151049","tutorial","type-tutorial","status-publish","hentry","category-templates","category-printable-templates","tag-activate-template","tag-available-but-inactive","tag-copy-template","tag-customer-payment-templates","tag-default-template","tag-delete-income-voucher-template","tag-delete-print-template","tag-delete-template","tag-delete-template-button-not-showing","tag-disable-print-template","tag-edit-general-settings","tag-edit-print-template","tag-expense-templates","tag-income-voucher-templates","tag-income-vouchers","tag-print-templates","tag-ready-made-templates","tag-restore-default-template","tag-set-as-default","tag-templates-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - 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