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Templating: How to change templates (PDFs, Portal, Emails)

As of v4.5.0 we have started rolling out our fuller file templating system. This means you can combine file templates with placeholders to more fully customise your Quotes, Invoices, Statements, and Emails.

Templates currently available:

  • templates/emails/
    • default-email.html : overrides the default email template. This is what all emails use as a base. We recommend you keep this template mostly intact as it has been optimized to support multiple devices (responsive).
  • templates/invoices/
    • invoice-pdf.html : Edit this file to change Invoice PDFs.
    • portal-invoice.html : Portal single invoice template.
    • statement-pdf.html : Statement PDFs.
  • templates/quotes/
    • quote-pdf.html : Quote PDFs.

How to add templates to your CRM:

If you want to modify the CRM template files but don’t want your changes to be overwritten when the plugin updates (we update regularly) we recommend you follow the following steps to create template variants which will be safe throughout updates.

(Note, this works best if you have a child theme setup, but whether you do or don’t, it’s still the same steps, just that you’d use the child theme directory instead of the main theme directory.)

  1. Copy the directory /templates from the main plugin directory.
  2. Paste this into your theme directory and rename it to /jetpack-crm. (wp-content/themes/{your-theme}/jetpack-crm).
  3. Modify your files! You can now change any of the files in the {your-theme}/jetpack-crm directory and the changes will be reflected in your CRM.

Template file variations

As of v4.5.0 Jetpack CRM also supports template variations. This means you can add a few versions of a template and then select them for use via settings. These work somewhat like page templates in WordPress pages.

To create variations, follow these steps:

  1. Copy an existing template file (e.g. invoices/portal-invoice.html) and rename it using the format invoices/portal-invoice-{new-variant-name}.html.
  2. Edit this variant file.
  3. Select which variant of template to use via settings (in this case via the “Invoice Portal Template” setting in Jetpack CRM > CRM Settings > Invoices).

Invoicing Customisations

If you need to create a custom field for invoicing purposes (for example, EU users can customize & be compliant with EU law), we have some options you want to check out.

Create custom fields for Invoicing

  • Navigate to Jetpack CRM > Settings > General > Custom Fields.
  • Scroll down to Invoice Custom Fields, and add a new field for Invoice Creation Date like this. Select “Date” for the field type. Save the changes made.

Add a custom field for Invoicing

  • Navigate to Jetpack CRM > Settings > Invoicing.
  • Scroll down to find the “Invoice custom fields to display” settings, then add the custom field you’ve just created like below. After that, save the changes.

Edit Invoices with Custom Fields

Now you can navigate to invoices and edit invoices to add the Invoice creation date directly. You can create as many custom invoice fields as you want to add any additional information.

If you feel comfortable tinkering with PDF templates (PHP and HTML code), you can use our templating function to do that – info on this page and here for placeholders in emails, for example.

You can edit the file at invoices/invoice-pdf.html to change Invoice PDFs. You can use any Global placeholders or Invoice placeholders found at Jetpack CRM > System Assistant > Placeholder Map. These will include built-in placeholders as well as custom fields you’ve created.

Updated on June 13, 2023

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