{"id":4372,"date":"2021-04-26T08:55:50","date_gmt":"2021-04-26T08:55:50","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%aa%d8%b5%d8%a7%d9%85%d9%8a%d9%85-%d9%81%d9%88%d8%a7%d8%aa%d9%8a%d8%b1\/"},"modified":"2026-11-09T14:53:27","modified_gmt":"2026-11-09T14:53:27","slug":"creating-an-invoice-estimate-printable-template-layout","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/creating-an-invoice-estimate-printable-template-layout\/","title":{"rendered":"Creating an Invoice\/Estimate Printable Template Layout"},"content":{"rendered":"
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The Custom Invoice Builder<\/strong> lets you design how invoices, estimates, sales orders, notes, and refunds look when viewed and printed: the logo, your business and client details, the item columns, labels, colors and fonts, and custom fields. This guide explains the steps to create the layout, and everything you can add, hide, or rename in it, including showing the product code (SKU)<\/strong> in the items table, and hiding Paid<\/strong> and Balance Due<\/strong> from the invoice.<\/p>\n

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\u2726 Edit the layout with AI<\/p>\n

Instead of doing the steps manually, you can click Edit with AI<\/strong> at the top of the layout screen, and type the change you want in Arabic or English, for example: \u201cMake the items table header blue\u201d, \u201cAdd the total quantity below the items table\u201d, or \u201cAdd the stamp below the total\u201d. The AI edits the layout and the preview updates immediately, then you click Save<\/strong>. You can go back to manual editing at any time from Continue Manually<\/strong>. This feature requires AI credit (AIC), and the chat doesn\u2019t change the paper size, margins, default font, or layout name; these are edited from their panels.<\/p>\n<\/div>\n

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\ud83d\udec8<\/span><\/p>\n

Note:<\/strong> This requires the permission Edit General Settings<\/strong>.<\/p>\n<\/div>\n

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Table of Contents<\/p>\n

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  1. Creating a new layout<\/strong><\/a><\/li>\n
  2. Template Details<\/strong><\/a><\/li>\n
  3. Layout builder sections<\/strong><\/a><\/li>\n
  4. Item Columns<\/strong><\/a><\/li>\n
  5. Showing the product code (SKU) in the items table<\/strong><\/a><\/li>\n
  6. Showing the total quantity in the invoice<\/strong><\/a><\/li>\n
  7. Adding custom fields to the layout<\/strong><\/a><\/li>\n
  8. Adding the branch name and details to the layout<\/strong><\/a><\/li>\n
  9. Labels<\/strong><\/a><\/li>\n
  10. Style<\/strong><\/a><\/li>\n
  11. Hiding Paid and Balance Due from the invoice<\/strong><\/a><\/li>\n
  12. What appears and disappears automatically<\/strong><\/a><\/li>\n
  13. Table: what can be added or hidden, and how<\/strong><\/a><\/li>\n
  14. Common problems and solutions<\/strong><\/a><\/li>\n
  15. FAQs<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    Creating a new layout<\/h2>\n
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    1. From the main menu, click Templates<\/strong> then Printable Templates<\/strong>, and select Invoices & Estimates<\/strong><\/a>.<\/li>\n
    2. Click New Layout<\/strong><\/a>, and select one of the ready layouts to start from. Or click Clone<\/strong> on an existing layout to edit a copy of it.<\/li>\n
    3. Edit the sections from the side menu, and the changes appear in the preview immediately.<\/li>\n
    4. Enter the layout name in Template Name<\/strong>, and set Template Details<\/strong>.<\/li>\n
    5. Click Save<\/strong>.<\/li>\n<\/ol>\n

      From the layouts list, for each layout: Edit<\/strong>, Edit Html<\/strong>, Clone<\/strong>, Delete<\/strong>, Mark as Voucher<\/strong>. The Default for:<\/strong> label appears on the default layout with the document types it\u2019s used for.<\/p>\n

      Template Details<\/h2>\n\n\n\n\n\n\n\n\n\n\n
      Option<\/th>\nWhat it does<\/th>\n<\/tr>\n
      Template Name<\/strong><\/td>\nThe layout name (required).<\/td>\n<\/tr>\n
      Template Language<\/strong><\/td>\nThe language of the currency name in documents printed with this layout: English<\/strong> or Arabic<\/strong> (required). It doesn\u2019t follow your account\u2019s system language. Read Setting the Printable Template Language<\/strong><\/a>.<\/td>\n<\/tr>\n
      Set this layout as default<\/strong><\/td>\nMakes it the default layout. From more options<\/strong>, you set the documents it\u2019s the default for: invoices, estimates, sales orders, time invoices, credit notes, refund receipts, and debit notes.<\/td>\n<\/tr>\n
      Don’t show the currency symbol in the items list<\/strong><\/td>\nHides the currency symbol from item prices.<\/td>\n<\/tr>\n
      Always show Paid and Balance Due<\/strong><\/td>\nShows the Paid and Balance Due rows in the invoice. Details<\/strong><\/a>.<\/td>\n<\/tr>\n
      Add Shipping Details (Secondary Address) to the invoice<\/strong><\/td>\nShows the shipping address.<\/td>\n<\/tr>\n
      Quantity & unit price options<\/strong><\/td>\nShow unit price before quantity<\/strong>, or Show quantity before unit price<\/strong>, or Hide quantity and unit price<\/strong>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      Layout builder sections<\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
      Section<\/th>\nWhat you can do<\/th>\n<\/tr>\n
      Title<\/strong><\/td>\nThe title of each document type: Invoice Title<\/strong>, Estimate Title<\/strong>, Draft Invoice Title<\/strong>, Sales Order Title<\/strong>, Credit Note Title<\/strong>, Refund Receipt title<\/strong>, Sales Debit Note Title<\/strong>. (The section appears in layouts that support a variable title.)<\/td>\n<\/tr>\n
      Logo<\/strong><\/td>\nUpload the logo (up to 1 MB, JPG, PNG, or GIF) and set its width and height. If there\u2019s no logo, its place disappears.<\/td>\n<\/tr>\n
      Business info<\/strong><\/td>\nYour business details (name, address, tax number\u2026) using variables from PlaceHolders<\/strong>; add or delete what you want.<\/td>\n<\/tr>\n
      Client info<\/strong><\/td>\nThe client details that appear in the invoice using variables; add or delete what you want.<\/td>\n<\/tr>\n
      Shipping info<\/strong><\/td>\nThe shipping details. They appear when shipping details are enabled.<\/td>\n<\/tr>\n
      Item Columns<\/strong><\/td>\nChoose and name the items table columns, including the product code (SKU). Details<\/strong><\/a>.<\/td>\n<\/tr>\n
      Custom Fields<\/strong><\/td>\nExtra lines in the invoice header: Custom Field<\/strong>, or ready values such as the PO number, payment status, total, due date, paid, balance due, next payment, discount, order source, payment time, amount, and method, and loyalty points. The field doesn\u2019t appear if its value is empty.<\/td>\n<\/tr>\n
      Labels<\/strong><\/td>\nRename all the invoice labels. Details<\/strong><\/a>.<\/td>\n<\/tr>\n
      Header<\/strong> \/ Footer<\/strong><\/td>\nContent repeated at the top and bottom of each page, such as the stamp, terms, or page number {%page_no%}<\/code>.<\/td>\n<\/tr>\n
      Style<\/strong><\/td>\nFonts, colors, paper size, margins, and CSS code. Details<\/strong><\/a>.<\/td>\n<\/tr>\n
      Notes<\/strong><\/td>\nText that appears at the bottom of the invoice. You can show each invoice\u2019s notes with the variable {%invoice_notes%}<\/code>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
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      \ud83d\udec8<\/span><\/p>\n

      Note:<\/strong> To see all the variables available in the sections, open Full Variables Guide<\/strong><\/a>.<\/p>\n<\/div>\n

      Item Columns<\/h2>\n

      In Item Columns<\/strong> there are five column slots, and each has a Field<\/strong> and Label<\/strong> (the column name in the invoice). The available fields:<\/p>\n