If the system print templates aren't enough for you, they're missing important information for your partners, or creating custom reports is too technically demanding, configurable reports are the solution. You can edit their content and appearance in the editor directly in the web interface.

The editor edits configurable reports. We provide several ready-made reports, such as a configurable invoice, a configurable delivery note, and a configurable order, and you can use them in the editor right away.

You can find the list of configurable reports at /c/{firma}/configurable-reports, or view it in the demo application. Creating your own configurable reports, which you can then edit in the editor, is described in a separate article about configurable reports.

We'll demonstrate how to use the editor with the configurable invoice.

Step 1: In the Issued Invoices module, open a specific invoice.

Step 2: At the bottom, click the three dots and select Print.

Step 3: In the Select a print template panel, hover over Configurable invoice and click the settings icon. The icon also indicates which templates can be edited in the editor.

The Print template settings will open with the tabs Settings, Translations, and Preview. The values and options available on each tab are determined by the developer in the configurable report definition. Below, we describe the options of the standard configurable invoice.

In the desktop application, you can access the editor from the list of printouts.

The standard configurable invoice offers three columns in the gray bar, to which you can add further selected information.

The default details (dates, payment method, payment details) are fixed and cannot be removed. In the Columns and items section, use the Add another item button to add any other information to the left, middle, or right column. In the Items section, you can set supplementary information for each line item of the document.

This is what the gray bar looks like with the newly added details and a note on an invoice item:

In the Settings section, you can adjust the global appearance properties of the form, such as the color of the vertical line and horizontal bar, the display of unit prices, the logo on the left, hiding the QR payment code, the stamp and signature, or printing the PAID label on paid documents.

The result is then displayed on the form.

On the Translations tab, you can edit the template texts in individual languages. The translation options are again determined by the developer in the configurable report definition. The standard configurable invoice is available in Czech, English, Slovak, German, Polish, and Russian.

This way, you can rename the template or edit any field labels or the payment confirmation text on the document.

On the Preview tab, you can view your changes immediately without closing the editor.

If you want to discard all existing template settings, use the Default settings button at the end of the Settings section.