--- title: "Create your Templates" slug: "templates" updated: 2026-02-11T13:50:35Z published: 2026-02-11T13:50:35Z canonical: "help.elorus.com/templates" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.elorus.com/llms.txt > Use this file to discover all available pages before exploring further. # Create your Templates Every new Elorus account comes with a default template titled *Default*, which you can edit and use right away. All settings related to the appearance of your documents are saved through templates, allowing you to customize how your documents look by adding a logo, selecting different colors, and (pre)filling notes in the available free-text fields. When creating a new document, you can select the template you want to use so that the document is initialized with the settings defined in that template. This allows you to apply a different appearance per document, which is especially useful if your business operates under multiple brands or activities, or when you need to issue documents in different languages. To manage your available templates, go to **Settings > Templates**. Important Each template defines the appearance of documents, not the document type of each entry. The document type is defined through a separate field. You can find more details on this in the [relevant article](/int/docs/document-types). ## Add templates You can create an unlimited number of templates, depending on your needs. From **Settings > Templates**, click ***+Add*** to get started. You’ll first be asked to define: - Title - Language - Whether it will be set as *Default*. The default template is used during automatic document creation (for example, when invoicing estimates) and is preselected in document creation forms. ![Create a new template](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/createanewtemplate.png) **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. ![Default Τemplate per contact](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/defaulttemplatepercontact.png) By clicking **Next**, you will be taken to a *sample template* where you'll be able to configure the appearance options and preview how your official documents will look before finalizing the settings. Printable page size The printable page size is automatically set by the system based on your geographic region (A4 or US letter). However, you can change this setting manually if needed. To see how you can create a template by reusing an existing one, try the **Copy** option, as described in the last section of this guide. The document title *Invoice* is indicative. For example, if you issue a Service Invoice, the title will be adjusted accordingly. Templates apply to all document types in Elorus. ## General information By clicking on the various fields marked with a pencil icon, you can enter your own information using the editing panel on the right side of the preview. ### Company information 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. In the **Translations** field, you can enter the company name in all languages supported by the application. ![Company information](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/company%20info.png) ### Logo The logo that appears on your documents. Image files (JPEG, PNG) and SVG files are supported. The optimal logo dimensions are 960×540 pixels. If your file is larger, Elorus will automatically resize it to these dimensions. ![Add the company logo on a Template](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/logo.png) ### Slogan / Brand tagline Your business activity or a slogan, exactly as you want it to appear on your documents. ### Electronic signature You can upload an image file of your scanned signature or your company stamp. ## Design settings In addition to entering text and images where allowed, you can also adjust the design details of your documents. The main options are: ![Template design](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/design(1).png) - **Layout**: The overall structure of the document. Elorus currently provides a library of four layouts to choose from. - **Variation**: Each layout includes a set of color variations. Choose the one that best matches your brand identity. - **Font size**: Select between small, normal, and large font sizes. ## Content settings ![Content settings](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/content.png) ### Creator's personal information If enabled, the document will display the full name, email address, and phone number of the user who created it. This information is pulled from the [user’s Elorus profile](/int/docs/user-profile). ### Client's personal information If enabled, the document will display the personal details (name, phone number, email) defined in the customer’s contact record. ### Exchange rate Elorus will display the exchange rate on documents when the currency differs. ### Related estimate If enabled, the number of the related estimate will appear on the printable document, provided an estimate was issued beforehand. ### Line items table You can show or hide the various columns of the Products / Services table, such as: - **Description** - **Product code** - **Quantity** - **Unit of measurement:** Specify if and how you wish the measurement unit column to appear on the documents. - **Unit discount** (as value, percentage, or as dictated by the line item) - **Line amounts** (Tax exclusive or Tax inclusive): - Tax exclusive with the available options Unit price before discount (net) & Line total (net). - Tax inclusive with the available options Unit price before discount (gross), Unit price after discount (gross), Line total (gross). ![Template - Tax exclusive option](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/template-tax%20exclusive%20option.png) ![Template - Tax inclusive option](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/template-tax%20inclusive%20option.png) - **VAT** - **Discount** (as an amount, percentage, or as defined per line item) Show / Hide Discounts - Hiding the **Discount column** applies only when no product or service includes a discount. - When the **Line amounts: Tax inclusive** and **Discount** columns are enabled — and the discount is displayed as an amount rather than a percentage — Elorus now shows the gross discount amount. As a result, the **Final unit price** matches the **Gross total column**, providing greater clarity to your clients. ![Discount gross amount on the printable](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/Discount%20gross%20amount%20on%20the%20printable.png) ### Summary table ![Summary table](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/summary.png) #### Show subtotals Show / hide the initial amount, total discount, net total and taxes. #### Paid / outstanding amount Show or hide the paid / unpaid amount for a specific document. These values reflect the balances at the time of printing or sending. #### Client amount due Show or hide the customer’s total balance on the printable version of the document. #### VAT details table The VAT table analyzes the amounts of each VAT rate found on the document. ### Notes, Terms & Conditions You can have separate notes or terms and conditions for each document category. For example, you may have different terms for invoices, credit notes, and estimates. ![Notes, Terms & Conditions](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/notesandterms.png) Simply select the document category for which you want to define notes using the **Sample Document** field. Then, click the **Terms & conditions** field in the sample document and enter your text in the editing panel. Here you can include any information related to your company’s transaction policy, as well as payment methods or payment deadlines. The sample uses one of the available document types per category. The document title is determined by the document type selected during creation. ## Related - [Appearance options per document](/appearance-options-per-document.md) - [Can I issue documents in a foreign language?](/issue-documents-in-foreign-language.md) - [Sending Invoices via Email](/email-invoices-estimates.md)