> ## Documentation Index > Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt > Use this file to discover all available pages before exploring further. # Custom Templates Reference > Every tile, field, setting, permission, and assignment level available in DualEntry custom invoice templates, with defaults and constraints. This page lists the building blocks of a custom template, the invoice PDF layout you manage under **Accounting Setup → Custom Templates**. For how DualEntry chooses a template for each invoice, see [How Custom Templates Work](./index). For steps, see [How to Create a Custom Template](./how-to-create-a-custom-template). ## Template settings Template settings apply to the whole PDF. The following table lists each setting, its options, and its default on a new template: | Setting | Where in the editor | Options | Default | | - | - | - | - | | Language | **Language and labels** | English, Dutch | English | | Custom labels | **Language and labels → Custom labels** | Any text, up to 80 characters per label | The language's built-in labels | | Date format | **Language and labels** | **Use system**, `MM/DD/YYYY`, `MMMM D, YYYY`, `MMM D, YYYY`, `DD/MM/YYYY`, `D MMMM YYYY`, `D MMM YYYY`, `YYYY-MM-DD` | **Use system** (your organization's date format) | | Paper size | Above the canvas | A4, Letter | Letter | | Logo source | **Branding** | **Company** (company logo, falling back to the organization logo), **Template** (PNG, JPG, or WebP up to 1 MB) | Company | | Name | Editor header | Any text; must be unique among active templates | `Invoice template`, or ` (1)` for a clone | Currency, amounts, and number formatting come from each invoice, not from the template. Font size is set per field, from 8, 9, 10, 12, 14, 16, 18, 20, 24, or 28 points. ## Tiles A template is laid out on a 12-column grid. Each tile occupies a whole number of grid units and never overlaps another. The following table lists every tile type: | Tile | In **Add Tiles** | What it holds | Constraints | | - | - | - | - | | Header | No (part of the default layout) | Logo, invoice title, and company fields | One per template | | Tile | Yes | Any fields, including invoice custom fields | Values sit to the right of, left of, or below labels | | Text | Yes | Free text, such as a thank-you message or legal note | | | Logo | Yes | The logo set by **Logo source** | | | Divider | Yes | A horizontal rule | | | Line Items | Yes | The line-item table | Must include the Item and Amount columns; visible columns total 12 units | | Totals | No (part of the default layout) | Fields from the Amounts group | Stays at the bottom of the last page | | Payment info | Yes | Payment instructions and **Pay online** | | | Callout | Yes | Highlighted values, such as due date and amount due | One to three cards; card widths total 12 units | | Button / Link | Yes | A single call to action, such as **Pay online** | | | Footer | No (part of the default layout) | Up to three cards of fields or text | Card widths total no more than 12 units | On a multi-page invoice, only the line items continue onto later pages. The header stays on the first page, and the totals and footer stay at the bottom of the last page. ## Fields Fields are grouped in the **Insert Field** panel. A field marked "Hidden when empty" doesn't print on invoices that have no value for it, even if it's on the template. The following table lists every built-in field: | Group | Field | Required on every template | Hidden when empty | | - | - | - | - | | Company | Logo, Company, Company address, Tax registration | No | No | | Customer | Bill To, Email | No | No | | Customer | Ship To | No | Yes | | Invoice | Number | Yes | No | | Invoice | Title, Date, Due Date, Payment Terms, Sales Order, Reference No., Watermark, Page number, Authorised Signatory | No | No | | Invoice | Service Period, Place of Supply | No | Yes | | Invoice | Payment information | No | Yes, when the invoice has no company payment instructions | | Invoice | Pay online | No | Yes, unless the invoice's payment information is a Stripe integration | | Invoice | Invoice custom fields | No | No | | Line Items | Item, Amount | Yes | No | | Line Items | Description, HSN/SAC, Qty., Rate, Tax, Classification | No | No | | Amounts | Tax, Amount Due | Yes | No | | Amounts | Items subtotal, Total, Already Paid | No | No | | Amounts | Exchange Rate | No | Yes, unless the invoice currency differs from the base currency | | Amounts | Discounts subtotal, Order Level Discount | No | Yes | Saving a template without a required field fails with `Required fields missing` or `Required columns missing`. **Service Period** prints the invoice's **Service period start** and **Service period end** dates, set in the invoice's details, as a range in the template's date format. It is hidden unless both dates are set. ## Assignment levels A template applies to invoices through an assignment on an organization, company, or customer record. The following table lists each level, in the order DualEntry checks them: | Order | Level | Where the **Custom template** field is | Applies to | | - | - | - | - | | 1 | Customer | Customer record, below **Billing Information** | Every invoice to the customer, from any company | | 2 | Company | Company record, **Branding** tab | Every invoice the company issues | | 3 | Organization | **Settings → Organization**, **Money-In** tab | Every invoice | | 4 | System | Not assignable | Fallback when no level has an active template | **Use inherited default** clears the assignment at that level. An assignment is saved only when its record is saved. Archived templates can't be assigned and are skipped during resolution. ## Template statuses A template is either active or inactive. Archiving a template makes it inactive and moves it to the **Archived** tab; **Recover** makes it active again. The following table lists the archive rules: | Template | Can be archived | Can be edited | | - | - | - | | System English Letter | No | No | | Custom template applied to any record | No | Yes | | Custom template not applied anywhere | Yes | Yes | The **Applied for** column on the Custom Templates list shows each record a template is applied to, or **Nothing**. ## Permissions Custom template actions are controlled by the following permissions, which appear as the **Invoice Template** module in the roles editor: | Permission | Allows | Default roles | | - | - | - | | `invoice_template:view` | Seeing the Custom Templates list and opening templates | Admin, Accounts Receivable, Controller, Accountant | | `invoice_template:create` | **New** and **Clone** | Admin, Accounts Receivable, Controller | | `invoice_template:edit` | Editing layout, labels, and settings | Admin, Accounts Receivable, Controller | | `invoice_template:archive` | **Archive** and **Recover** | Admin, Accounts Receivable, Controller | | `invoice_template:assign` | Setting **Custom template** on an organization, company, or customer | Admin, Accounts Receivable, Controller | | `organization_settings:edit` | Saving the organization settings form, needed for an organization-level assignment | See [User roles and permissions](../../../platform-configuration/user-roles-and-permissions) | | `audit_trail:view` | The template's **Activity** tab | See [User roles and permissions](../../../platform-configuration/user-roles-and-permissions) | ## Scope Custom templates apply to invoice PDFs in the PDF preview, single download, bulk download, and email attachment. Downloaded files are named by invoice number, such as `IN-538607.pdf`. Custom templates don't apply to credit memos, sales orders, customer statements, or invoice email bodies. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.