Create your Templates
  • 22 Jun 2022
  • Contributors

Create your Templates


Every new Elorus account has a template – titled “Default”- which you can customize and use right away. Settings concerning document layout (e.g. company logo, language etc) can be adjusted in the template: the functionality allows you to upload your logo, add custom notes, select colors compatible to your brand and much more.

You can create more templates to cover any likely need of invoice appearance (eg. when you have more brands or you wish to personalize for your Spanish-speaking clients).

The guide will give you a few ideas on how you could go about adjusting invoice appearance.

Templates management

To view and manage your document templates you have to visit the relevant page from the main menu Settings -> Templates.

Default template per contact

You can set a default template for each contact, provided that you have already created more than one template. Inside every contact, choose the desired one from the drop-down list in the Template field.

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Create a template

To create a new template, click on Add in the Templates menu. The first things you are asked to define are:

  • Title

  • Language

  • and whether it will be default. The default template will be automatically selected when creating new documents.

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By clicking Next, you will be taken to a sample template where you'll be able to configure the display options and, at the same time, preview how your official documents will be.

*The paper size of the printable document is predetermined by the system based on your location (A4 or US letter). Later, you will be able to change the setting by editing ("Settings" column).

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Edit template

Whether an existing or new template, you may make changes by editing. Open the template and click on 'edit' on the bottom of your page so you can proceed (image below).

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You can also activate an online guide to help you set up the template easily and quickly! All you have to do is activate the "Life jacket" icon at the bottom of the page.

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Design settings

Layout

How each element and piece of information will appear on your documents. Elorus provides you with four templates to choose from.

Variation

Every layout has a collection of color variations. Choose the one that best suits your corporate identity.

Font size

You can choose among small, medium or large font sizes.

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Generic information

By clicking on the different fields where the pencil icon (eg the logo) is available you can enter your own information from the edit field, found to the right of the sample.
The sections available for editing are discussed below.

Company info

This field originally contains your company information you provided in the "Company Settings". You can alter the information as you wish inside the template, without affecting your settings. You may add your registration number or create several templates under different company info, in case your firm has several fields of activity or branches, for example.

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Logo

The logo will appear on every document. Supported image files such as JPEG and PNG or SVG are supported. The optimal dimensions of the logo are 960x540 pixels and in case your file is larger, Elorus will scale it down to the above.

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Slogan / Brand tagline

Your company’s activity or a slogan, just the way you want it to appear on the documents.

Electronic signature

An image that displays your scanned signature or stamp and appears at the bottom of the document.

Content settings

Creator's personal information

If you choose this information to appear on the documents, the creator's name, email and contact number will appear on the documents.

If displayed, this information will be extracted from the user's profile.

Client's personal information

If you choose this information to appear on the documents, the client’s contact details (name, phone number, email) will be visible.

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Item table

Choose whether you want Elorus to show / hide various columns from the items table.

  • Description

  • Product code

  • Quantity

  • Measurement unit: Specify if and how you wish the measurement unit column to appear on the documents.

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  • Discount: Hiding the discount column will take effect only if no items are on discount.

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  • VAT

Summary table

Paid / outstanding amount

Show or hide the paid / unpaid amount for a specific document. These values reflect the due amount at the time of issuing.

Client amount due

The client's total amount due.

VAT details table

The VAT table analyzes the amounts of each VAT rate found on the document.

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Notes/Terms & Conditions

You can have separate notes or terms and conditions for each document type-an estimate could for example have a mention of the time frame within it needs to be accepted instead of bank accounts to pay off (which could be the case for invoices)

Simply choose which type you would like to type terms and conditions for, and from the Sample Document list.

Then, click an the Terms & conditions field on the sample document and type in information in the edit field on the right. In this field, you can type any information you wish regarding your company's trading policy or even the way or time you want your documents to be paid off.

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Email messages

At the bottom of the sample is the "Email Messages" option.

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You can type a default message when sending your documents and estimates via email to your customers.

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You can also incorporate useful information into these messages, such as the permalink of the document, the customer's due amount or the outstanding amount of the document, by using the corresponding variables.

If you wish to send messages in a foreign language, you will need to create a separate template for each language.


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