Fieldmagic

This article explains how to edit or update your Fieldmagic document templates for Custome Invoice. It's a free and open-source office productivity software suite. You may check this link to download LibreOffice.  https://www.libreoffice.org/

The first thing you need to do is to check your document templates library in your Fieldmagic admin settings. 

Below are the default templates in Fieldmagic that you can download and update using our document builder. Let's select Customer Invoice in this example.

Then download the default Customer Invoice document template: 

Then open the document on Libre Office. In this example, I am also going to update the orientation to Portrait and edit the logo just like what we did in the Quotes template article. 

This is the default template when you download it.

To change the logo, click insert, then click on Image and then select your logo to upload it.

Resize and reposition as necessary.

To change the orientation from Landscape to Portrait, use the formatting tools on the right side of your screen and change the orientation from there, you can also edit the height, width, margins, and other formatting options from there. Once you've made all the changes you need, hit save and make sure the file type is saved as ODF Text Document or ODT.

The next step is to upload the document you just edited on Fieldmagic's documents template library. You have an option to either replace your current (default) Customer Invoice document template or you can upload it as a new Customer Invoice template.

To upload your new document and replace our current (default) Customer Invoice template, click on the document template you selected earlier and upload your file and save.

To upload the template we just edited as a new Customer Invoice template, click "Add" in your documents library.

And for Module, select  Customer Invoice from the dropdown and upload your file then save.

To check the changes on your Customer Invoice document template, go to your Customer Invoice module and select one record from your list. Click the documents tab and select the name of the template you edited.