The Template Editor module in RepairDesk allows users to customize their invoice, ticket label, receipt, and estimate templates easily. Whether you need to modify the A4 size invoices or mini-receipts, RepairDesk offers a simple WYSIWYG editor for personalized customization. This knowledge base article will guide you through the steps to customize these templates according to your business requirements.
Steps to Customize Templates
- Go to Store Settings >> Module Configuration >> Template Editor.
2. The Templates screen will open up, displaying multiple templates for different sizes of invoices and receipts. To preview or edit a template, click on the Action button and select an option.
3. The template preview will appear at the bottom, giving you a clear idea of how the printed invoice, receipt, or label will look. Click on Edit to modify the template or click on Reset to revert it to its default form (useful if you want to undo accidental changes).
4. When you choose the edit option for any invoice, receipt, or label, you will be redirected to the editing page for that specific template. Here, you can see various tags that fetch relevant data from the RepairDesk database. You can also add new tags or drop existing ones using the Available Tags section at the bottom.
5. Once you have finished customizing the template, click on the Save button to save the changes.
Note: There are approximately 50 tags available that cater to most business requirements. These tags are quite versatile and we hope you find them useful.
Customizing your invoice, ticket label, receipt, and estimate templates in RepairDesk is made easier with the Template Editor module. Use the simple WYSIWYG editor to modify the templates as per your business needs and give them a personal touch. Follow the above steps to access, preview, edit, and save your customized templates. With the wide range of available tags, you can customize these templates to match your desired format and content. Start customizing your templates now and enhance the professionalism and branding of your business!