How do I manage my document templates?

As part of Communication settings, you can use default invoice templates provided by Monsum, or create your own templates instead.
 

Access Templates

To access your document templates, use these steps:
  1. Select Account Settings in the top right corner
  2. Then select Settings
    Settings selected from account settings menu.

  3. Under the Communication sub-tab, select the Document Templates sub-tab.
 
These templates are available by default:
  • English Invoice
  • Standard Invoice Template
  • Invoice Template Including Logo
 
To manage default templates, hover over any template and select the gear icon. From here you can select any of the below:
  • Preview - Opens a PDF of an invoice filled with sample text with your invoice text included
  • Email Text - For non-default templates, edit the subject line, salutation, text and signature of the email
  • Edit - Modify the layout of the template
  • Copy - Duplicate the template, which appears at the bottom of the list, ideal if you need separate templates for dunning/payment reminder emails
  • Delete - Delete non-default templates
  • Standard - Make a template the default to use for new invoices, products, and reminders
 

Customize Templates

To create a new template, select the New Template button. For all templates, you’re able to modify:
 

Boxes/Fields

Select any box inside the template to reveal additional buttons:
  • Boxes - Drag in the bottom right corner to adjust the width and height of a box
  • Pencil Icon - If available, select to customize the text alignment, font size and font colour
  • Gear Icon - Select to view current Placeholder text and add additional text
  • Lock Icon - Select to lock or unlock the box’s position from being moved around
  • Left Arrow Icon - Select to undo and restore the box back to its original location on the template
  • X Icon - Select to remove this box from your document - any deleted box can be added back in from Contents Fields in the Template Menu
 

Template Menu

Select any icon from the Template Options menu to expand or collapse:
 

Content Fields

  • Destination Address - Populates the Client’s Title, First Name and Last Name, along with any Contact’s Title, First Name and Last Name
  • Billing Details (Invoice Data) - Populates the Dunning Level, Invoice ID, Purchase Order Confirmation No., Service Order No., Order No., Delivery Slip, Estimate ID, Client ID, Payment Reminder, Credit Note ID, Delivery Period and Cancelation of Invoice details
  • Date & Term of Payment (Date and Payment Deadline) - Populates the Invoice Date, Due Date, Payment Note Immediately, Valid Until and Client VAT ID details
  • Salutation (Title) - Populates the Salutation for the Client which includes Title, First Name and Last Name details
  • Conditions - Populates the Payment Notes, Reverse Charge Notice and Cash Discount Notice
  • Page Count (Number of Pages) - Populates the page number out of total pages number
  • Address - Populates your business information from the Invoice Text sub-tab under Communication in your Account Settings, this can be further customized including text alignment, font size and font colour
  • Logo - Populates the uploaded logo from the Logo and Stationery section
  • Bank Details (Bank Information) - Populates the Headline, Bank Account Number, Bank Identification Code (BIC), IBAN Number of Bank and SWIFT Number of Bank details, this can be further customized including text alignment, font size and font colour
  • Item Table - Populates Table Headlines, Subtotals, VAT, Invoice Total, Paid to Date, Reminder Fee, Outstanding Amount, Chargeback Fee and Cancellation Amount details
    • Select the pencil icon to determine which table columns to display, move columns, edit column names, adjust column width and text alignment, and choose whether to print all table items, or print only lines before and after the invoice item
  • Contact (Contact Information) - Populates your Phone, Fax, Email and Website from the Invoice Text sub-tab under Communication in your Account Settings, this can be further customized including text alignment, font size and font colour
  • Place of Jurisdiction - Populates your Commercial Register No., Tax ID and VAT Number, this can be further customized including text alignment, font size and font colour
  • Write To (Intro Text) - Populates your Cover Letter text, this can be further customized including text alignment, font size and font colour
  • Sender Line - Populate your Business Name and Address in a single line, this can be further customized including text alignment, font size and font colour
  • Free Text (Open Text) - Enter any text you want to include on the document, this can be further customized including text alignment, font size and font colour
  • Image - Upload a JPG or PNG file
 

Settings

In Settings, you can adjust:
  • Title - The name of your template
  • Language - Choose between German, English, Spanish, French, Italian, Hungarian, Dutch, Polish, Portuguese or Russian
  • Writing
    • Font - Choose between Arial, Times New Roman, or any of your custom uploaded fonts
    • Font Size - Choose anywhere between 8 to 14 pt
  • Grid
    • Show Grid - Slide to toggle show or hide the grid squares
    • Align Boxes to Grid - Slide to toggle having boxes align to the grid or not
  • Size in mm - Specify how big the grid boxes should be
  • Margin in mm - Specify the page margins for the Top, Left, Bottom and Right areas of the page
 
Upload your own stationery designs for the First Page, Other Pages, and a Logo.

 

Manage Fonts

Upload and use your own fonts to personalize your Templates further:
  • Uploaded Fonts - View all uploaded fonts, and select clear to remove them
  • Upload Font - Specify the name of your font and upload JPG, JPEG, PNG, PDF, or TTF files for Regular, Bold, Italic and Bold + Italic types, and select Save
 

PDF

Select PDF to get a PDF preview of your template with placeholder text.