Using the Advanced Template Designer

The Advanced Template Designer in Wafeq gives you greater control over the design of your documents such as Invoices, Quotes, and Purchase Orders.

Instead of being limited to basic adjustments like margins and colors, the advanced designer allows you to:

Modify how data is displayed within the document
Add new fields
Fully customize the Line Items table
Show or hide certain information based on data availability

This enables you to create documents that fully match your business needs.

In this guide, we will walk through how to use the Advanced Designer step by step.

Accessing the Advanced Designer

To access the Advanced Designer:

Go to Document templates from the main menu.
Select the template you want to edit.
Click Try Advanced Designer if this is your first time using it, or click View Advanced Designer if it has already been enabled.
The template will then open in the Advanced Designer interface.

Understanding the Document Sections

When you open the template, you will notice that the document is divided into several main sections:

Organization information
Such as the company name and VAT number. These details are automatically pulled from your Organization settings.

Document details
Such as the invoice number, date, and customer information.

Line Items table
Where the products or services and their prices are displayed.

Totals table
Which shows totals, taxes, and final amounts.

Notes and footer

You can customize each of these sections directly within the template.

Dynamic Fields

Inside the document, you will notice colored fields.
These are called Dynamic Fields.

Dynamic fields act as placeholders where the system automatically inserts data when the document is created.

Some fields display fixed data, such as:

Company name
Address

Other fields change with every document, such as:

Customer name
Invoice total

The data shown during editing is only sample data used to help you adjust the layout.

When the actual document is generated, the system automatically replaces it with your real data.

Editing Document Content

The Advanced Designer provides flexible tools to modify the content and layout of your document according to your business needs.

For example, you can:

Change field or column labels
Rearrange fields and elements within the document

This can be done by dragging and dropping elements, or by selecting a field and editing its label.

For example, if your company provides services based on hours instead of quantity, you can adjust the column labels in the Line Items table.

For instance:

Change Quantity to Hours
Change Price to Hourly rate

This allows the document to display information in a way that better reflects your business model.

Formatting Tools

The Advanced Designer also provides formatting tools that allow you to control the appearance of text and elements within the document.

When you select any field or element in the template, a quick formatting toolbar will appear.
You can also use the formatting toolbar at the top of the page.

Using these tools, you can adjust:

Font type
Font size
Text color
Element background color
Text alignment

These tools help you style the document so it matches your company’s branding and visual identity.

Adding New Fields

In some cases, you may need to add additional information to the document.
The Advanced Designer allows you to easily insert fields anywhere in the template.

To add a new field:

Place the cursor where you want the field to appear.
Click + Invoice fields.
Select the appropriate field from the list.

Once the field is added, the system will automatically display the related data when the document is created.

Types of Available Fields

When you open the fields list, you will notice that fields are grouped based on their data source, making it easier to find the correct field.

Available categories include:

Invoice fields
These display information related to the document itself, such as:

Invoice number
Issue date

Organization fields
These display your company’s information stored in Organization settings, such as:

Company name
Address
VAT number

Contact fields
These display information about the contact linked to the document, such as:

Customer name
Email address
Contact details

Line Item fields
These are related to the products or services listed in the Line Items table.

This structure makes it easier to quickly locate the field you need and insert it in the correct place within the template.

Organization Fields vs Issuing Entity Fields

Among the available fields, you will also notice two important categories:

Organization fields
These display the main company information stored in the system, such as the company name, address, and VAT number.

Issuing Entity fields
These represent the branch that issued the document.

This distinction becomes especially useful if your business operates across multiple branches.

For example:

If an invoice is issued from the Jeddah branch,
the document will automatically display the Jeddah branch information instead of the main headquarters.

This ensures that the correct branch information appears automatically in the document.

Adding Elements to the Document

In addition to fields, you can also add complete components to the document from the Elements menu.

This menu includes two types of elements.

Special elements

These are built-in components specific to the document, such as:

Line Items table
Tax summary table
Totals table
Footer

Some of these elements are already included in the template, while others can be added or removed depending on your needs.

Other elements

These elements help organize the document layout, such as:

Horizontal line to separate sections
Page break to start a new page in the PDF

Composite field
Allows you to combine multiple fields in a single line.
For example, you can combine Amount and Currency in one line instead of displaying them separately.

Tables
Tables are useful for organizing information inside the document.
You can define the number of rows and columns, then distribute fields within the table as needed.
You can also adjust the cell formatting.

Displaying Fields Based on Data Availability

One of the advanced features of the designer is the ability to show or hide fields depending on whether data exists.

This means you can apply a simple condition so that a field appears only when data is available.