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Customize PDF Templates and Branding

Choose a template family, displayed fields, numbering, and validate the live PDF preview.

Updated July 13, 20261 min read

Each step below uses a different real editor state so controls are not repeated or cropped from one Branding screenshot.

1

Choose the document and template family

  1. Select Invoice, Packing Slip, Receipt, or Refund.
  2. Choose the template family.
  3. Apply it to the current document or intentionally to all documents.
Complete document and template-family controls
The complete left editor card ends on a natural panel boundary.

Expected result: The chosen document and family are visible before customization.

2

Choose the fields that appear

  1. Open Fields at marker 1.
  2. Use marker 2 to review Logo, Tax details, Discounts, Order notes, Billing address, and Shipping address.
  3. Keep only the fields required by the workflow.
Fields tab with available PDF content controls
A genuine Fields-tab state replaces the repeated Branding crop.

Expected result: The live preview reflects the selected field set.

3

Configure numbering and validate the preview

  1. Open Numbering at marker 1.
  2. Configure prefix, suffix, start number, and minimum digits at marker 2.
  3. Inspect the complete live preview at marker 3.
Numbering controls beside a complete live invoice preview
A separate Numbering state keeps controls and preview fully visible.

Expected result: The preview uses the intended number format without layout overflow.

Tip: The editor preview uses sample data and does not send a customer document.

This guide was last updated on July 13, 2026.

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