Each document type in Cybooks — invoice, quote, credit note, vendor credit, and receipt — has its own template. The template controls the name, the visual style, and which fields appear on the printed PDF. You can edit each template independently.
Open the editor
Go to Settings > Document Templates, then click the template you want to change.
Screenshot needed: Settings > Document Templates list page showing all available templates. Capture the sidebar so the navigation context is clear.
What you can change
The editor is split into sections you can fold open:
Template name – the internal label you see when picking a template (the customer never sees this).
Layout – pick one of five layouts. See Choose a layout for your invoices and other documents for details.
Style – visual options like accent colour, font size, and spacing. The available options depend on the layout you have picked.
Stationery – turn on a custom PDF letterhead for this template. See Upload your own letterhead (stationery).
Field visibility – show or hide optional fields like customer reference, payment terms, or VAT ID.
Content blocks – default text blocks (notes, footer text) that appear on every issued document.
Screenshot needed: The document template editor with the Style and Field visibility sections expanded, plus the live PDF preview on the right.
Live preview
The right side of the editor shows a live PDF preview of how the document will look. As you change a setting, the preview refreshes. Use the zoom controls (zoom in, zoom out, fit to width, fit to height) to inspect details.
Save your changes
Click Save at the top of the editor. New documents you create from now on use the updated template. Documents already issued keep the template they were sent with.
Save before switching layouts. A layout switch reloads the editor with that layout's options, so any unsaved style or field tweaks may be replaced.
Why some controls disappear
Each layout supports a different set of style and field options. The Compact layout, for example, hides line-item description spacing because the layout is already tight. If a control you expected is missing, switch back to the layout that supports it.
Reset a template
If you want to start over, scroll to the bottom of the editor and click Reset to defaults. Cybooks asks you to confirm. The template returns to the system defaults; your customisations are lost.
Reset is permanent. There is no undo. Make sure you really want to start fresh before you confirm.
Customising the wording
The text on your documents (subject lines, default notes, email body) is managed separately under Settings > Text Templates. Use placeholders there to pull in customer or invoice details automatically.