Documents generated by Fact are not just used to convey invoicing information; they reflect the identity and professionalism of a company. Fact allows the creation of multiple document templates to adapt to different stakeholders, industries, or brands. This customization ensures a consistent and professional presentation.
Premium Offer: Allows the creation of multiple document templates and the definition of a default template for each file.
Essential Offer: Includes a single document template, without the option for multiple custom templates.
Create a new template
To create a document template, simply choose a starting template and then customize it according to your needs. For more information, please refer to the article: Create a document template "Créer un modèle de document"
Edit a current template
To edit a document:
Go to Settings > Customization > Document templates.
Click Edit in the available actions for each document template.
Document template editor
The template editor opens in full-screen mode for optimal editing comfort. It is divided into three main sections:
1. Top banner
Rename the template: Give each template a unique name.
Reset: Revert to the original template, removing any modifications made.
Save: Save the changes while previewing them.
Close the editor: Close the editor to return to the template list.
2. Left panel
The left panel allows to customize the main settings of the template:
Set the template as a favorite for the file.
Add and manage a logo.
Add images, text, and lists.
Manage the document colors.
Change the starting template (this resets the model and deletes all modifications made).
3. Central grid
In the central grid, Templates components can be edited in an advanced way:
Move, resize, or delete components.
Edit each component (style and displayed data).
4.Missing information alerts
Some information is required on invoices or documents according to regulations. If any required information is missing, an alert appear in the document editor. By clicking on this alert, you can view the details of the missing information.
Customize Template from the central grid
A document template is made up of several components such as text, logos, images, etc. From the central grid, you can manage and customize these components:
Locked Components
Some components are locked and cannot be moved, resized, or deleted, such as the Product table and the Totals and Summary component. The Customer component cannot be deleted.
Move a component
Click on the component.
Hold the click while dragging the component.
Release the cursor when the desired position is reached.
Resize a component
Position the cursor at the bottom right of the component until a double arrow appears.
Hold the click and resize the component.
Release when the desired size is achieved.
Delete a component
Click on the cross in the top-right corner of the component.
Confirm the deletion in the confirmation message.
Important : A deleted component is permanently lost, along with its content.
Edit a Component
Click the "pencil" icon at the top right of each component to open an additional customization panel, allowing you to modify the component's style and data.
Les différents types de composants
TEXT MULTI-LINE COMPONENT
Purpose: Add text (title and content).
Options: Show/hide borders, format the text (bold, italic, alignment), add dynamic information
Rules: Title is optional, content limited to 300 characters.
Example :
LIST COMPONENT
Purpose: Add a list of labels and values.
Options: Choose a border, adjust the font size and style, add dynamic information, add/remove lines.
Specifics: If both the label and value are provided, they will appear on the document. If either the label or value refers to an unfilled variable, they will not appear (e.g., if the "Website URL" variable is empty).
Rules: Facultative component
LOGO COMPONENT
Purpose: Add and manage the company's logo.
Options: Replace the logo, force the size or keep the original size, show/hide a border, choose alignment.
Rules: The logo is optional but can only appear once in a document template.
IMAGE COMPONENT
Purpose: Add images to the template.
Options: Replace the image, force the size or keep the original size, show/hide a border, choose alignment.
CLIENT COMPONENT
Purpose: Manage the display of the client's name and address.
Options: Customize the appearance, show/hide certain information.
Rules: The Client component is mandatory and cannot be deleted.
Example:
PRODUCT TABLE COMPONENT
Purpose: Display the list of products/services with their respective amounts.
Options: Show/hide borders, optional columns (quantity, unit, tax rate, etc.).
Rules: The Product Table component is mandatory, cannot be deleted, moved, or resized.
Example:
TOTALS AND SUMMARY COMPONENT
Purpose: Display the document totals, public note, terms and conditions (if relevant), and other legal mentions.
Options: Show/hide VAT details, choose the layout of elements, manage borders, and set font style to bold.
Example:
BANK INFORMATION COMPONENT
Purpose: Display the company’s banking details.
Options: Choose layout (column or row), show/hide outer border.
Specificity: After deletion, to display the banking information again, add a list or text component and use dynamic information.
Rules: Facultative component
Example :
Insert dynamic information
It is possible to insert dynamic information into some components of the template, such as the text and list components. This information is automatically pulled from the document data, client information, or file settings. This allows the content of the documents to be adapted without manual updates each time.
How to Insert dynamic information:
1. Access the dynamic information library:
In the customization panels for Text and List components, click on the dynamic information selector button to choose available dynamic data.
2. Select the Dynamic Information:
Click on the desired dynamic information to insert (for example, {document_date} to show the invoice date).
3. Add dynamic information to the component:
Go to the desired text or list area.
Paste the dynamic information into the content area (by pressing Ctrl + V or right-click > Paste).
The dynamic information appear as a tag surrounded by curly braces {...}.
Examples of Dynamic Information:
{customer_number}: Displays the client number (reference).
{company_mail}: Displays the company's email address.
{document_number}: Displays the document number.
{document_date}: Displays the document date.