{"id":31158,"date":"2025-05-26T12:12:30","date_gmt":"2025-05-26T09:12:30","guid":{"rendered":"https:\/\/support.simplbooks.ee\/?post_type=ht_kb&#038;p=31158"},"modified":"2025-09-17T15:36:20","modified_gmt":"2025-09-17T12:36:20","slug":"invoice-settings-document-templates","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/invoice-settings-document-templates\/","title":{"rendered":"Invoice settings, document templates"},"content":{"rendered":"<p>By default, there are 3 invoice templates available that you can use immediately for sending invoices. The original templates cannot be deleted or modified. If desired, you can create your own preferred invoice design based on these templates. You can also create a completely new document and add the necessary elements yourself.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/01_dokumendipohjad_eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-31234\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/01_dokumendipohjad_eng.png\" alt=\"\" width=\"805\" height=\"420\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/01_dokumendipohjad_eng.png 805w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/01_dokumendipohjad_eng-300x157.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/01_dokumendipohjad_eng-768x401.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/01_dokumendipohjad_eng-50x26.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/01_dokumendipohjad_eng-600x313.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/01_dokumendipohjad_eng-320x167.png 320w\" sizes=\"auto, (max-width: 805px) 100vw, 805px\" \/><\/a><\/p>\n<div class=\"su-accordion su-u-trim\">\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-folder-1 spoiler-green su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Additional information on the invoice<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n<article class=\"text-token-text-primary w-full\" dir=\"auto\" data-testid=\"conversation-turn-14\" data-scroll-anchor=\"true\">\n<div class=\"text-base my-auto mx-auto py-5 &#091;--thread-content-margin:--spacing(4)&#093; @&#091;37rem&#093;:&#091;--thread-content-margin:--spacing(6)&#093; @&#091;72rem&#093;:&#091;--thread-content-margin:--spacing(16)&#093; px-(--thread-content-margin)\">\n<div class=\"&#091;--thread-content-max-width:32rem&#093; @&#091;34rem&#093;:&#091;--thread-content-max-width:40rem&#093; @&#091;64rem&#093;:&#091;--thread-content-max-width:48rem&#093; mx-auto flex max-w-(--thread-content-max-width) flex-1 text-base gap-4 md:gap-5 lg:gap-6 group\/turn-messages focus-visible:outline-hidden\" tabindex=\"-1\">\n<div class=\"group\/conversation-turn relative flex w-full min-w-0 flex-col agent-turn\">\n<div class=\"relative flex-col gap-1 md:gap-3\">\n<div class=\"flex max-w-full flex-col grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal &#091;.text-message+&amp;&#093;:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"bf0edb52-173b-4ef7-b29e-91a9cf5c321c\" data-message-model-slug=\"gpt-4o\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-&#091;3px&#093;\">\n<div class=\"markdown prose dark:prose-invert w-full break-words light\">\n<p class=\"\" data-start=\"0\" data-end=\"95\">The text in this field will appear on all invoices that use the additional information element.<span style=\"color: initial; font-size: revert; text-align: center;\">\u00a0If needed, also add translations in the other languages used in the environment.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/02_dokumendipohjad_eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-31237 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/02_dokumendipohjad_eng.png\" alt=\"\" width=\"304\" height=\"127\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/02_dokumendipohjad_eng.png 304w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/02_dokumendipohjad_eng-300x125.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/02_dokumendipohjad_eng-50x21.png 50w\" sizes=\"auto, (max-width: 304px) 100vw, 304px\" \/><\/a><\/p>\n<\/div><\/div>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-folder-1 spoiler-green su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Adding new document template and saving it<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n<p>First, choose the design that suits you best and click the \u201cCopy document template\u201d button. Alternatively, you can create a completely new document template without using an existing one as a base.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/03_dokumendipohjad_eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-31240 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/03_dokumendipohjad_eng.png\" alt=\"\" width=\"266\" height=\"378\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/03_dokumendipohjad_eng.png 266w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/03_dokumendipohjad_eng-211x300.png 211w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/03_dokumendipohjad_eng-35x50.png 35w\" sizes=\"auto, (max-width: 266px) 100vw, 266px\" \/><\/a><\/p>\n<p>Now a copy of the selected invoice layout will open. Give the document a name and set it as the default template if you wish to use it as your main invoice layout.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/04_dokumendipohjad_eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-31243 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/04_dokumendipohjad_eng.png\" alt=\"\" width=\"766\" height=\"372\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/04_dokumendipohjad_eng.png 766w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/04_dokumendipohjad_eng-300x146.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/04_dokumendipohjad_eng-50x24.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/04_dokumendipohjad_eng-600x291.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/04_dokumendipohjad_eng-320x155.png 320w\" sizes=\"auto, (max-width: 766px) 100vw, 766px\" \/><\/a><\/p>\n<p>Below the general information section of the document template, there are three panels. By clicking the small triangle on the right side of each panel, you can open them to see different settings.<\/p>\n<\/div><\/div>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-folder-1 spoiler-green su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span><strong>Invoice elements<\/strong><\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n<p>When hovering over invoice elements with your mouse, icons will appear.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2019\/06\/05-dokumendip\u00f5hjad.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-17652 alignnone\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2019\/06\/05-dokumendip\u00f5hjad.png\" alt=\"\" width=\"90\" height=\"30\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2019\/06\/05-dokumendip\u00f5hjad.png 90w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2019\/06\/05-dokumendip\u00f5hjad-50x17.png 50w\" sizes=\"auto, (max-width: 90px) 100vw, 90px\" \/><\/a><br \/>\n<a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2019\/06\/06-dokumendip\u00f5hjad.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17655\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2019\/06\/06-dokumendip\u00f5hjad.png\" alt=\"\" width=\"26\" height=\"25\" \/><\/a> trash bin \u2013 deletes this element from the document template.<br \/>\n<a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2019\/06\/08-dokumendip\u00f5hjad.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17658\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2019\/06\/08-dokumendip\u00f5hjad.png\" alt=\"\" width=\"31\" height=\"23\" \/><\/a> edit data \u2013 allows you to choose which data is displayed (the options depend on the invoice element).<br \/>\n<a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2019\/06\/07-dokumendip\u00f5hjad.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17661\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2019\/06\/07-dokumendip\u00f5hjad.png\" alt=\"\" width=\"27\" height=\"27\" \/><\/a> edit design \u2013 allows you to select the text color, size and style.<\/p>\n<p><strong>Rows<\/strong> can be added, deleted and moved.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/05_dokumendipohjad_eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-31246\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/05_dokumendipohjad_eng.png\" alt=\"\" width=\"877\" height=\"134\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/05_dokumendipohjad_eng.png 877w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/05_dokumendipohjad_eng-300x46.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/05_dokumendipohjad_eng-768x117.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/05_dokumendipohjad_eng-50x8.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/05_dokumendipohjad_eng-600x92.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/05_dokumendipohjad_eng-320x49.png 320w\" sizes=\"auto, (max-width: 877px) 100vw, 877px\" \/><\/a><\/p>\n<p><strong>Elements<\/strong> on the document template can be freely moved, deleted and added.<br \/>\nTo add a new element to the document template, click on the element name (in the &#8220;Add elements&#8221; panel) and drag it to the desired spot on the template while holding down the left mouse button.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/06_dokumendipohjad_eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-31249 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/06_dokumendipohjad_eng.png\" alt=\"\" width=\"334\" height=\"536\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/06_dokumendipohjad_eng.png 365w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/06_dokumendipohjad_eng-187x300.png 187w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/06_dokumendipohjad_eng-31x50.png 31w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/06_dokumendipohjad_eng-320x514.png 320w\" sizes=\"auto, (max-width: 334px) 100vw, 334px\" \/><\/a><\/p>\n<p>You can also adjust the <strong>header and footer<\/strong> settings separately.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/07_dokumendipohjad_eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-31252 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/07_dokumendipohjad_eng.png\" alt=\"\" width=\"343\" height=\"629\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/07_dokumendipohjad_eng.png 371w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/07_dokumendipohjad_eng-163x300.png 163w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/07_dokumendipohjad_eng-27x50.png 27w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/07_dokumendipohjad_eng-320x587.png 320w\" sizes=\"auto, (max-width: 343px) 100vw, 343px\" \/><\/a><\/p>\n<p>The company&#8217;s logo will be displayed on the document template if it is saved in the company profile (<a href=\"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/company-profile-setting-details\/\" target=\"_blank\" rel=\"noopener\">Settings -&gt; Company profile<\/a>). If there is no logo, the company&#8217;s name will be shown instead.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/08_dokumendipohjad_eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-31255 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/08_dokumendipohjad_eng.png\" alt=\"\" width=\"739\" height=\"266\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/08_dokumendipohjad_eng.png 739w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/08_dokumendipohjad_eng-300x108.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/08_dokumendipohjad_eng-50x18.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/08_dokumendipohjad_eng-600x216.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/08_dokumendipohjad_eng-320x115.png 320w\" sizes=\"auto, (max-width: 739px) 100vw, 739px\" \/><\/a><\/p>\n<\/div><\/div>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-folder-1 spoiler-green su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Saving a new invoice template<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n<p>While making changes, you can preview how the document will look by clicking the \u201cDownload PDF preview\u201d button at the bottom.<br \/>\nIf you are satisfied with the result, save the document.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/09_dokumendipohjad_eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-31258 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/09_dokumendipohjad_eng.png\" alt=\"\" width=\"430\" height=\"62\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/09_dokumendipohjad_eng.png 430w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/09_dokumendipohjad_eng-300x43.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/09_dokumendipohjad_eng-50x7.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/09_dokumendipohjad_eng-320x46.png 320w\" sizes=\"auto, (max-width: 430px) 100vw, 430px\" \/><\/a><\/p>\n<\/div><\/div>\n<\/div>\n<p><em>If you have any additional questions, please write to us at\u00a0<a href=\"mailto:support@simplbooks.ee\">support@simplbooks.ee<\/a><\/em><\/p>\n","protected":false},"author":426,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[967],"ht_kb_tag":[700,702,556,693,554,701],"class_list":["post-31158","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-environment-settings","ht_kb_tag-document-templates","ht_kb_tag-environment-settings","ht_kb_tag-invoice","ht_kb_tag-invoice-settings","ht_kb_tag-settings","ht_kb_tag-template"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/31158","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/users\/426"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/comments?post=31158"}],"version-history":[{"count":15,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/31158\/revisions"}],"predecessor-version":[{"id":31775,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/31158\/revisions\/31775"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=31158"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_category?post=31158"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=31158"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}