Document Templates

Document Templates #

Neo-Ledger generates professional PDF documents — invoices, credit notes, statements — using LaTeX templates. If you need to adjust the layout, wording, or branding on any document, go to System → Templates.

Each document type (sales invoice, vendor invoice, statement, etc.) has its own template file. The template language was selected when you created your dataset.

Viewing templates #

Use the Select Template dropdown to choose a template to view or edit. Templates are organised by document type.

The main area shows the content of the selected template. Text-based files (.tex, .sty, .cfg) are shown in an editor. Image and binary files are shown as previews or download links.

If a template contains references to other files (e.g. included sub-templates or images), you can navigate into those files and back using the Back button.

Editing a template #

  1. Select a template from the dropdown.
  2. Click Edit Mode to switch from view-only to editable mode.
  3. Make your changes.
  4. Click Save to save the changes.

Caution: Template files use LaTeX syntax. Errors in a template will cause PDF generation to fail. If you are not familiar with LaTeX, consider testing changes on a non-critical document first.

Click View Mode to return to read-only mode without saving.

Uploading a new template #

Click Upload New Template, select the document type the template applies to, and upload the file.

Uploaded templates override the default templates for their document type.

XeLaTeX templates #

If you enabled XeLaTeX in Defaults → Settings, the system uses XeLaTeX instead of pdfLaTeX. XeLaTeX supports a wider range of fonts and character sets. Make sure your templates are compatible with whichever engine is active.

Template language #

The template language set at dataset creation determines which pre-packaged template set is used (e.g. German Switzerland, English US). The language mainly affects the text strings inside the templates (labels like “Invoice”, “Total”, etc.). You can customise these strings by editing the templates.