---
title: Printing Templates
slug: printing-templates
icon: 📃
docTags: 
createdAt: 2023-12-11T21:51:36.464Z
---

For the generation of Invoices, Order Confirmations and Purchase Orders; Gravity uses Microsoft Word templates to design the form layout, colors and fonts. 

![](https://api.archbee.com/api/optimize/X2aA_MKMIQid52VOc-G4k/xfsYvXSlN5pfiFC1qF7T__image.png)

Users can create default print templates when the initialize the first record for each document type.  

Note:

- Print Templates are unique to each entity. This way each entity can have personalized formats. 
- An Entity can have more than one version of a selected document. For example multiple Invoice formats can be created for different types of customers.

## Template Example

![](https://api.archbee.com/api/optimize/X2aA_MKMIQid52VOc-G4k/RCVpLf71_tpV5exnRfidG_image.png)

## Summary

![](https://api.archbee.com/api/optimize/X2aA_MKMIQid52VOc-G4k/qPl-6B0mmDTm_pwQRo979_image.png)

### Upload/Download templates

Use these controls to download existing templates or upload new templates . 

### Template Name

Enter a name for the Template

### Transaction Type

Select the type of Transaction the template will be user for:

- Invoice
- Order Entry
- Purchase Order

### Description

Enter a description for the Template

## Tips for creating or editing templates

- Use Tables in Word to align fields and maintain their appropriate position on the form.
- Embedded fields can be adjusted with font and color controls
-  Embedded field can be aligned in table cells using the standard Word alignment. 
- Logos can be embedded in the document using a table cell.
- Use Word controls to hide or show gridlines

## Custom Fields

Each template maintains the Gravity schema in it when it was created. When custom fields are added to form a new Word templated must be created to enable the updated schema. the process is:

1. Open a record in the form you want to create the template for.
2. On the form menu select Word Templates->Download Template

![](https://api.archbee.com/api/optimize/X2aA_MKMIQid52VOc-G4k/SwKpkStonBbFfWFlvQBBI_image.png)

Select the types of records that you want linked to the original form. On the Invoice the default records would be:

- Invoice
  - 1\:N
    - Invoice Lines
  - N:1
    - Customer
    - Customer Bill to Address
    - Customer Ship To Address
    - Entity Configuration



![](https://api.archbee.com/api/optimize/X2aA_MKMIQid52VOc-G4k/VBPD118fh_X7vSlizh8EB_image.png)

Download the template and the new fields will be included. To transfer and existing template layout:

- Select all the fields in the original template
- Copy all the fields
- Paste the fields into the new template
- The new template will have the original layout ply=us the schema of the new fields.

Note: Do not upload the new template to the form. It must be uploaded under the Printing Templates option.