To access your templates, open the Manager Window. Once there, select the Templates option along the top of the manager toolbar.
The Preview window allows you to select a template theme and preview what your orders will look like when printed. You must have at least one order in your store to be able to preview anything. At the top-right corner of the Preview Window, you will notice two arrows. These arrows allow you to scroll through your orders and preview each of them. The center option allows you to refresh the preview if any changes were made to the template.
Below the preview, you will notice theme options. They are labeled Checkout, Classic and Modern. To preview an order using a different theme, simply click on the theme icon you wish to use. The preview will now show you the template with the new theme for one of your orders.
Once you have chosen a template theme you like, you need to click on the "Use for Printing" button that is located in the bar right above the template theme options.
Above the Preview Window, there are four buttons that allow you to change other options. The first option will allow you to edit your Logo and Store Information. Click on the Edit button to the right of that option and you will be brought into a new window. The first option on this window will allow you to add a logo or graphic to your order templates. To add a logo, click on the Select Image… button, browse to the location of the graphic you wish to use, select the file containing the graphic and then click on the Open button. The preferred file type would be a PDF format. You can use another format such as JPG, however, the image quality may not be so great. Once you have selected the graphic you wish to use for your logo, you will see the selected logo in this window. To the right of that logo, there are two options. The first is Scale to fit. This option will take a logo and scale it down to size so it fits within the logo box. The second option is Respect image size. This will not change your logo size, but will instead leave the image dimensions alone, allowing for a larger graphic. Below the logo options, you have the option to add information about your company such as the company address and a footer that you may wish to appear on each order. To enter that information, simply click in the appropriate box and begin keying in the necessary information. The store address will appear in the invoice header, while the footer can contain extra information such as a return policy. When you are satisfied with your changes, click the Apply button at the bottom of the screen.
To customize your document number click the document numbering button. Drag any element or type any caracter into the order number field to construct an order number. The fields always need at least a unique number which can have leading (eg 0001). You can cahnge the leading in the element drop down menu. Changes to the order numbers will only apply to newly created documents.
To edit the print margins, click on the Edit button to the right of that option. This will bring up the screen where you can edit the margins. These margins can be set to fit your customized letterhead. To begin, there is a box for each of the top, bottom, left and right margins. At the bottom of the screen is a box where you can select the units used to measure the margins. The options are centimeters and inches. To edit a margin, click in the box for the margin you wish to edit, and key over the existing number. When you are satisfied with your changes, click the Apply button at the bottom of the screen. These margins can be changed at any time by coming back here and changing the margin numbers and/or the measuring units.
To edit advanced options, click on the Edit button to the right of that option which will bring up the appropriate screen. The first set of options apply to invoices and orders. If you wish to have product descriptions appear on invoices and orders, click the box labled Show description. The next option allows you to show the product prices on invoices and orders either including the taxes or excluding the taxes. Below that, you can choose to break-down the taxes listed in the total by showing the amount of tax for each specific rate, or having them all combined into one tax total. The final option for invoices and orders allows you to show all payment information on invoices including the total amount paid, the total amount due and the amounts paid broken-down by payment method. The second set of option on this screen apply if you are using a thermal receipt printer. They are the same options as listed above, minus the option to show the product description on the receipt. Please note that custom templates will need to implement thse options manually by using this screen, while the included templates will work out of the box without any changes.
Besides choosing one of the pre-installed themes that come with Checkout it is possible to install custom templates. Simply doubleclick your custom template theme from the Finder. Checkout will then offer to Install or Preview the template. Choosing Install wil simply install the template theme, you'll notice that a new template icon will appear in the template theme chooser.
Choosing Preview will allow you to temporarily preview what the template theme will look like. To install this template theme you need to click on the "Install Template" button that is located in the bar right above the template theme options.
To remove a custom installed theme from the theme options, click the red button located at the right top of the theme icon. This will pull up a prompt that asks you if you are sure you wish to delete the theme. When you are sure, click the DELETE button. You’ll notice that the theme no longer exists in the list. Please note that it's not possible to remove the pre-installed themes or the theme that is currently used for printing.
It is possible to custom create or to adjust the layout of your invoice and other printing templates (order, quote, purchase order and receipt), you'll need basic HTML and CSS knowledge. Furthermore, you'll need a copy of Checkout to fully test and preview your results. Go to the "Howto: Edit Your Template" documentation page to read how.