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Templates

Part of Document design, optional: templates decide how A4 invoices and receipts look. There is always one default, for every store without a template of its own; Standard is built in, always exists and can't be removed. Add a template for a store, or for one of its séries, when that store needs a different look (Add template). Most specific wins: store + série, then store, then the default. Only stores zrsPOS invoices are offered, and a store's séries come from SAGE (they are not typed).

A template for every store that is not the default is not used. Make it the default to use it. The default can't be unticked or removed: make another template the default first.

A template saved by an older admin

Older admins saved some templates with "(todas as séries)" as their série. Such a template is not applied: it shows Needs attention, and its page asks you to choose where it applies. It starts to apply only when you save its série (for example Use every série), its store, or make it the default; changing only its name or language keeps it waiting.

Language

The template's Language is the one language setting of its documents. On an English template, every fixed legal text prints in Portuguese, then English: "Fatura-Recibo / Invoice-receipt", the certification line, exemption reasons, copy notices, the credit totals, the transport notice, the page strip and the e-mail subject. Your accountant confirms the wording.

The designs

Each template has an A4 design and a Receipt design, each on its own page:

  • Look: the style (Classic, Compact, Modern, Elevated), the accent colour (A4) and where the company details print (A4; Modern prints them in its band or in the footer).
  • Logo and contacts: logo width, contact text size and colour.
  • Fields to show: logo, colour and size, SKU, customer address (A4), customer ID, salesperson, Shopify order number, delivery date (A4, only when it differs from the issue date). Colour, size and SKU are switched only here.
  • Notes: a header note (on the receipt, at the top under the number) and a footer note, up to 1 000 characters each.
  • Sizes and colours (A4) / Sizes (receipt): text size, spacing, QR size (never under 30 × 30 mm), page margin, text, label and line colours, line width. Empty fields keep the style's own. Numbers take the decimal comma ("0,8").
  • Elements: every piece of the document that prints with this style and these fields, by zone, with a search. Open one to hide it, change its spacing, text size, weight, alignment, colour or line. Item description's parts (discount, and colour, size or SKU when their field is shown) can be hidden. Reset this element puts back the style's own look and saves at once.

Every design page ends with a live preview: the real document, drawn by the same code that prints it, with your unsaved changes.

Preview

Preview draws each document (FS, FR, FT, NC, NRE) in each copy it prints: original or 2.ª via; on receipts of credit notes, the customer's copy and the merchant's copy with the signature. Receipts are drawn at the paper width of the template's printers. Preview works on a read-only plan too.

If a template could not draw a document, the document still went out (SAGE's own PDF was shown instead) and Document design shows the template with Needs attention. Its link opens this preview on that document type: fix what it shows. The note goes once that document draws again, or when the template is removed.

What cannot change

Some content is required by law on a certified document and stays on every template, whatever the style: the document type and number, date, your company name, NIF and address, the customer NIF when there is one, line quantities, prices and VAT, the VAT summary and exemption reasons, references on credit notes, the ATCUD, the QR code, the certification line and the transport notice. These elements show "Required by law": they always print, at least 7.5 pt, in dark ink, and the server refuses to hide them too.

Long documents continue on further A4 pages: each following page opens with a strip naming the issuer (name and NIF), the document and its ATCUD, with "Página n/N", and repeats the column header; the QR and legal block sit on the last page. Any A4 delivered after the till receipt (a download or an e-mail) is marked as a copy ("2.ª via"). The first receipt printed for a document says "ORIGINAL"; on a credit note the customer's copy is "ORIGINAL · VIA DO CLIENTE" and the merchant's "DUPLICADO · VIA DO COMERCIANTE". Reprints are marked "2.ª via".