Overview:

Zumzum Financials offers you the flexibility to design and implement your own document template layout.  You will need to request your developer create custom document templates layout using Visualforce with a custom APEX controller.  Once you have your custom Visualforce page to apply your corporate branding you are able to apply this to your document templates or simply use the default layout provided in Zumzum Financials.

Create A New Document Template

To create a new Document Template please follow these steps:

1. Go to the Document Templates tab
2. Select New to create an additional Document Template.
3. Enter a Document Template Name to help you recognise this document.
4. Choose the Font Face you wish to be used in the template.
5. You can also choose a Font Size if you wish to.
6. Tick the Is Default if you wish for this template to automatically be selected for your type of transaction.
7. Select the Type from the drop-down menu, eg Sales Invoice, Purchase Order.
8. Margins (left/right) – Inches is the distance between the left or right edges of the document and the start of the content in the document template.
   • Set the two margin fields to your desired distance.
9. Margins (Top/Bottom) – Inches is the distance between the top or bottom edge of the document and the start of the content in the document template.
   • • Set the two margin fields to your desired distance.
10. Select the Email Template ID you wish to set as the default email template for this document templates, which will override the default settings in Zumzum Financials.
    1. The email templates you create should be stored in the Zumzum Financials Classic Email Template folders to be visible in this list.
11. Enter the name of your Visualforce Page, which may be a sample template provided by Zumzum Financials or your own custom branded Visualforce page.
12. If you wish to use different addresses on your documents, then please select the Custom Invoice Address checkbox
13. If you have decided to apply custom addresses to your document templates, you should select the Company Address record to merge your required address to your PDF document
14. You can then add a footer to your Invoice by entering the text into the Custom Footer Content field.
15. Finally, click Save to store the custom template.

Learn more about document templates in Zumzum Financials.