Template Overview

The Templates page is your central document library in EZ Order Printer, allowing you to explore ready-made designs, select active templates for each document type, and preview or open the visual editor.

Document Types

Use the top tab navigation to switch between different document categories:

• Invoice / Receipt: Standard commercial invoices and sales receipts for completed customer orders.
• Packing slip: Fulfillment documents highlighting product line items, quantities, and delivery notes for warehouse packaging.
• Refund / Credit note: Official credit receipts issued for returned items or refunded orders.
• Return slip: Return merchandise authorization slips included with shipments for customer return requests.
• Draft order: Quotations and proforma invoices tailored specifically for manual and pending draft orders.

Template Card Overview

Each design template in the gallery displays key layout attributes and quick action buttons:

• Template Name & Orientation: Shows the theme name (e.g., Carbon, Silver, Gold), page orientation (Portrait or Landscape), and default paper dimension (A4, Letter).
• Selected Badge: The currently active template for that document type is marked with a green Selected badge.

How to Apply a Template

To set a new default design for any document type:

1. Select the desired document category from the top tab bar (e.g., Invoice / Receipt or Packing slip).
2. Browse through the available layout themes.
3. Click the Apply button at the bottom of your preferred template card.
4. The template status immediately switches to Selected, making it the active layout used across your PDF exports, admin printing, and automated emails.

How to Preview a Template

To check how a template looks with realistic mock order data before applying it:

1. Locate the template card you want to inspect.
2. Click the Preview button.
3. A preview modal opens showing all typography, tables, barcode placements, and branding elements.

How to Edit and Customize a Template

To adjust layout settings, colors, company branding, or dynamic text fields:

1. Find the template card you wish to modify.
2. Click the Edit button.
3. You will be redirected directly to the Template Editor to customize your design.

Pro Tip

You can customize and save different layouts for each document category independently (e.g., use a modern Carbon layout for Invoices while using a minimalist Silver layout for Packing Slips).