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View Templates

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View Templates will allow you to customize look and feel of your invoices using HTML markup.

MYBOS uses the Liquid templating language to process sales invoice templates. You should get familiar with the syntax before you proceed.

To make invoices use your template:

1.Go to Settings tab.
2.Click View Templates.
3.Click the New View Template button to create a new template.
4.Enter a name for the template into the Name field, then template markup to Markup field. By default, markup field will contain default sales invoice template. You can make subtle changes or override all the content with your custom markup.
5.Use Preview button to quickly see how the template will render for various invoices.
6.Click the Create button to save the template.

When you go to create new sales invoice under Sales Invoices tab, you will see list of custom templates under View Template field.