The first task when building a custom print template is to choose a template to work with.
Depending on your requirements and level of experience with Microsoft Word, you can choose to:
- download a sample template from (recommended), or
- modify an existing Microsoft Word document.
The sample print templates are in Microsoft Word .docx format. The .docx templates can only be edited and saved in Microsoft Word (2007 or later on PC, 2008 or later on Mac). Custom print templates cannot be edited in Google Docs as Google Docs does not support Microsoft Word's merge field functionality.
Download a sample template
To download a sample print template from :
- On the toolbar click the Settings
icon.
- On the Features tab, make sure that the Custom Print Templates section is selected.
- On the Samples tab, click the View Template button for the sample template you wish to work with. The template .docx file is downloaded to your computer.
Sample Invoice templates are available with and without timesheets, and the Quote/Estimate template can be used for either quotes or estimates.
There are special invoice and quote or estimate templates available for DRC VAT users in the UK. To see these templates, scroll to the end of the list of samples.
- (optional) Move the downloaded sample template to a folder where you can easily find it to make changes to it in Microsoft Word. You might also rename the file to give it a more meaningful name. For example: CustomInvoice.docx.
Modify an existing Microsoft Word document
This option is included for completeness only, as it is possible for more advanced users to set up custom print templates from scratch, based on existing Microsoft Word .docx documents.
We recommend that you start out by downloading a sample template from , as the required merge fields for each type of document are already in place. Once you have some experience of working with custom print templates, you might consider setting them up from scratch.
Where to next?
- Customise a print template - modify the print template if you wish, or
- Make a custom print template available for use - set up the template (modified or not) for use