Although Susan offers default invoice templates, you may need to customize the look of your invoice to be more suitable for the needs of the company.
Template builder is the built-in tool for Susan to create a new template or modify an existing document template. To review all document templates, navigate to Settings > Template builder. Once there, you’ll see a list view of all available document templates.
You can create a new template from scratch, but it is recommended to export the existing template first and then import it back to Susan.one with different name.
It is easier to change an existing template than to create a new one
The document template is divided into three sections: header, footer, and loop section, where the header is the document header, the footer is the document footer, and the loop section contains the document rows.
Sections have only one property - height in millimeters. To change the section height, just click on the section and change the property value.
A4 paper measure is 210 × 297 mm
Adding the elements
There are two types of elements you can use: label and value. When the label is just static text, the value is for dynamic variables.
To add an element to the document, simply drag and drop the element into the section. Let's add two labels and two value elements to the document header section. The result should look like this:
Change the first label text to "Invoice", second to "Customer", and for values, we can select "Invoice nr" and "Customer" from the element properties.
Now we have a very basic header done, we can continue with the loop section. Let's drag three value elements to the loop section with property value "Row values -> Description", "Row values -> Quantity" and "Row values -> Subtotal". The result should be like this:
And finally the footer section. We want to show the document total there and some thank you message. Let's add some labels and one value element with property value "Totals -> Total"
For final polishing, we may add some horizontal lines around loop section. To do this, you can enter the position of the horizontal line in millimeters. Separate values with commas (e.g. 69, 227) to add multiple lines. Our final result looks like this:
Save this document template with a freely selected name and set this template as the default invoice template from Susan's general settings. Press the "Print" button on any invoice view and we can see our result.
Congratulation, you just have created the first custom invoice template with Susan template builder!
Of course, there are significantly more elements in the real invoice, such as VAT amounts, payment terms, etc. The principle of adding them is exactly the same as in our simple example, just drag-and-drop the elements.
One important component that cannot be added to your invoice at this time is your company logo, but we will definitely add this feature in a later version.
You may read more detailed information about document templates from Susan Help Center.