All of the document layouts that come with Current RMS are customizable, meaning that you can make your quotations, invoices, delivery notes, and other documents reflect your company branding and identity.
Go to System Setup > Document Layouts, find a layout you’d like to change, then choose Edit from the menu to the right.
Depending on the document, you’ll have a bunch of options to change.
If you like, rename our documents so that it makes more sense to you, e.g. “Quotation with pictures” or “Dry rental quotation.”
Enter any notes here. These are for your reference.
Don’t need this layout? Toggle to NO and this document won’t appear as an option available to print.
You can’t change these options on our default documents. Clone any of our documents or create new ones to change these.
Where should this document appear? A document can appear against one module. The module you choose may determine the Liquid objects available to you.
- State or types
Depending on the module, you can choose the type of data or opportunity state where the document should appear. You can select more than one option here.
If the type of data you selected has different statuses, you can choose which the document appears for here. For example, only paid invoices or active orders. You can select more than one option.
- Page size
A4, Letter, or custom size. You can specify the height and width in mm if you choose custom – perfect for labels.
When using A4 or Letter, choose the page orientation.
Set the margins of the page here. Header content appears above the margin top; footer content appears below the margin bottom.
Some documents have color attributes that you can change. Pick colors here.
Use the blue Preview button at the top to see how your changes look.
Some documents have text attributes that you can change. Enter text here. This text appears every time this document is generated, so it’s good for general disclaimers, payment details, or company information
If you’re working with an opportunity document, toggle Use this document for online approval/publishing? to YES turn on document approval.
We’ve got a guide that runs through setting up online approval, see: Set up online approval
You might like to restrict your document so that only certain users can access it. Choose roles that can access the document here.
Check out our guide on roles, see: Restrict access to parts of the system using roles
Preview or reset
See how the document looks with your changes in a new tab or window.
- PDF Preview
See how the document looks with your changes when printed to PDF.
- Reset document layout to default
Undo all customization and reset the document back to its default state.
Why can’t I see my company contact information on my documents?
On most documents, contact information is pulled from your store. Head to System Setup > Stores and edit all of your stores. Add your address and contact information here.
How do I add my ABN, company number, or tax number to my invoices?
Make sure this information is set in System Setup > Company Information and it should automatically pull through to your document layouts.
How do I make advanced changes?
- Clone the documents to get access to the HTML & CSS that makes them up. You can make changes or ask a web designer or developer for assistance. See: Make advanced changes
- We offer a service for modifying document layouts. Just let us know what you’d like amending and we’ll be happy to help. See: Request changes with our document layout modification service