How to edit templates?

You can customize the appearance and content of templates in Wafeq (such as invoices, quotes, credit notes, debit notes, delivery notes, and purchase orders) to reflect your business identity and suit your needs. Customizations include the template name, design, visible fields, the size and placement of the logo and stamp, and colors.

Steps to edit a template

1. Go to "Document Templates" from the main menu.

2. Click on the template you want to edit.

3. Modify the elements you need, such as:

   • Design and colors

   • Show or hide fields (e.g., tax number, payment notes...)

   • Customize headings and texts

4. After completing your changes, click "Save".

Notes

• The changes will apply to all new documents of the same type.

• Existing documents created before the changes will remain unaffected.

• You can create multiple templates for the same document type and choose the appropriate one when creating a document.

For more details on how to create and edit document templates, see the guide:
Document Templates