Create & customize templates
Templates control how every PDF — invoice, packing slip, refund, draft order — looks and reads. Configure four panels and the same template applies to all orders that match its type.
Overview
A template is built from four panels: General settings, Theme, Content and Design. You can keep one shared template for most stores, or maintain separate ones for invoices and draft orders so each document type carries the right fields and wording.
How to use
Step 1: General settings
Open Templates > Create template and fill in:
- Template name — internal label only.
- Currency — display in the store's currency or the customer's billing currency.
- Type — choose Order for standard invoices and packing slips, or Draft Order for quotations and pre-orders.
Step 2: Choose a theme
Toggle Print by default if you want this template selected on the order screen, then pick a layout from the pre-made themes. Click More themes to browse the full set, and Load template to preview before saving.
Step 3: Set up content
Use the checkboxes to show or hide order information, payment and shipping details, and the items list. You can also:
- Customise the sequence number with prefix or suffix — for example
INV-1005-Lakashop. - Toggle the PDF generation date, item discounts, footer notes and thank-you message.
- Add a supplementary page or watermark for paid / unpaid status.
Step 4: Design
Final panel adjusts the visual styling:
- Logo size
- Font family
- Primary colour
- Body font size
Save the template and it becomes available on every matching order.
Tips
- Create one Order template and one Draft Order template before customising further — you can clone and tweak per use case later.
- Use the Print by default toggle to keep the workflow consistent for your fulfilment team.
- Preview every change in Load template before saving — colours and font sizes look different at A4 print scale.
- If you sell internationally, leave Currency on billing currency so each customer sees the price they paid.