---
title: "Templates"
slug: "1614943622"
updated: 2026-07-06T14:23:55Z
published: 2026-07-06T14:23:55Z
canonical: "help.ila.cegid.com/1614943622"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

The templates are used to **custom the company documents** and **visually represent the brand and the organization values**. On Invoicing Engine, you can custom the printing and sending templates, as well as the entity and items sequences.

---

## Configuring printing templates

**Customizing documents** allows to transmit the **identity and the values** for a specific brand. In a highly competitive market, configuring the **printing templates** and the **document sending templates**, as well as define a **logo on the invoices** can represent an image of professionalism and credibility.

There are 4 default templates available for printing:

- **Document template:** for documents in A4 format;
- **List template:** for lists;
- **Slip template:** for documents in receipt format (A6);
- **Slip template with shipping details:** for documents in receipt format (A6) with shipping details.

The printing templates available can be set up in a simple and intuitive way. For that, you must access **Setup | System | Template**, select the desired template and click **View**.

You will be directed to the template editing screen, made of 5 tabs − **Appearance**, **Details, Header, Footer** and **Page Footer** − which differ according to the type of template selected. It also includes an area to view the changes made to the template.

**Note:** If there is more than one company, the customizations made on the printing template are applied to all companies.

When the template is configured, click **Save**.

By default, the template set up will be applied to all document groups. However, it is possible to apply a template different from the group of specific documents.

**Configuring the appearance**

In this section, it is possible to set up the template margins, as well the image to be used as the logo on the document, the size and the position. It is possible to load a new image or select the checkbox **Use company logo**, if a logo has been defined on the company file, in **Setup | General | Companies**.

**Note**: The maximum dimensions for the logo are 640px of width and 480px of height. The image loaded must not exceed 5 MB.

**Configuring the header**

In this tab, it is possible to customize the document header, namely, the margins, size, color and font.

**Configuring the details**

Here, you can define the setting for the document body. The upper margin, size, color, font and text alignment can also be defined.

**Configuring the footer**

In this tab, you can define the texts to be presented on the first and second footer rows, as well as it alignment.

Please note that you can use the footer to give payment instructions to your customers, for example, your company's IBAN number.

**Configuring the page footer**

In this tab, you can select an image to insert on the page footer, as well as define the image alignment on the document.

---

## Associating different templates to a document group

The document groups available are in **Setup | System | Template Entity Groups**:

- AP01: Accounts Payable (Supplier payments);
- AR01: Accounts Receivable (Customer receivables);
- DF: Default;
- List: List;
- P01: Purchases (Purchase orders);
- P02: Goods Receipt (Stock entry);
- P03: Invoice Receipt (Purchase invoice to suppliers);
- S01: Sales (Budget and sales orders);
- S02: Shipping (Deliveries);
- S03: Billing (Customer sales invoice, Debit and Credit Notes).

To add a new template, follow these steps:

1. Access **Setup | System | Template Entity Groups**;
2. Select the desired document, click **View** and **Edit**;
3. Add the template you edited to the area **Templates**;
4. Activate the corresponding **Default** checkbox;
5. Click **Save**.

---

## Setting up document sending templates

It is possible to create and set up a template to send sales document via email. The documents included in this feature must be of the Invoice, Credit Note or Debit Note type.

**Step 1: Creating a template**

1. Access **Setup | System | Email Templates**;
2. Click **Create** or select an existent template;
3. Fill in the mandatory fields; **Note**: If you selected an existent template, you must edit the desired information;
4. If you wish to specify additional remarks, specify them on the area **Notification Body**;
5. Click **Save and New**.

After creating the templates for the documents necessary, you must associate them to the existent contacts.

**Step 2: Associating templates to the contacts**

1. Access **Setup | System | Notifications**;
2. Click **Create** or select an already existent notification;
3. Fill in the field **Notification**;
4. Select the previously created email on the column "Email Template"; **Note**: If you wish to apply this email as default, you must select the corresponding checkbox on the column "Default";
5. Click **Save and New.**

This data will be used to create and/or edit each contact in **Setup | Contacts and Entities |Contacts.**

---

## Setting up sequences in imports

In imports or in migrations, the system can automatically generate the entity code based on a sequence.

To set up the sequence for the entity code, follow these steps:

**Step 1: Setting up the sequence for the entity code**

1. Access **Setup | System | Sequences**;
2. Click **Create**;
3. Fill in the mandatory fields with the following information: - **Sequence**: Clientessalfanum; - **Entity**: PARTIES.BUSINESSCORE; - **Description**: Sequence by entity code; - **Entity attribute**: PARTIES.BUSINESSCORE.PARTYKEY;
4. Select the checkbox **Default**;
5. In the area **Segments**, click **+**;
6. On the field **Segment type**, select the option **Sequential Number;**
7. On the field **Lower Number**, specify the number you wish to start the sequence with, for example 0007;
8. On the field **Fixed Digits**, specify how many digits form the sequence (for example, if you specify 4 digits, codes from 0001 to 9999 will be generated);
9. Finally, click **Save**.

**Step 2: Checking the effect of a sequence on the entity code**

1. Access **Customers and Items | Sales Items;**
2. Click **Create**;
3. On the field **Entity**, the desired sequence will be presented.

Please note that if you consider a sequence as 0001, the number of customers will have the limit of 9999.

---

## Setting up sequences in new subscriptions

When there are new subscriptions, it is possible to control the entity or item code.

To set up sequences in new subscriptions, follow these steps:

**Step 1: Setting up the free/alphanumeric code for entities**

1. Access **Setup | System | Sequences**;
2. Click **Create**;
3. Fill in the mandatory fields with the following information: **- Sequence**: Clientessalfanum; - **Entity**: PARTIES.BUSINESSCORE; - **Description**: Alphanumeric customers; - **Entity Attribute**: PARTIES.BUSINESSCORE.PARTYKEY.
4. Select the checkbox **Is Default**;
5. On the area **Segments**, clique em +;
6. On the field **Segment Type**, select the option **Text**; **Note**: The field **Constant Text** is automatically filled in, as well as the field **Length** that is automatically filled in with the value 20;
7. Finally, click **Save**.

**Step 2: Checking sequence on the entity code**

1. Access **Customers and Items | Customers**;
2. Click **Create**;
3. The field **Entity** is editable to insert the code manually;
4. Fill in the mandatory fields;
5. Click **Save**.

**Step 3: Setting up the free/alphanumeric code for items**

1. Access **Setup | System | Sequences**;
2. Click **Create**;
3. Fill in the mandatory fields with the following information: **- Sequence**: Artigosalfanum; **- Entity**: ITEMS.BUSINESSCORE; **- Description**: Alphanumeric items; **- Entity Attribute:**BUSINESSCORE.ITEMKEY;
4. Select the checkbox **Is Default**;
5. In **Segments**, click **+**;
6. On the field **Segment Type,** select the option **Text**; **Note**: The field **Length** is automatically filled in with the value 20;
7. If you wish that some characters are present in all sequences, specify it on the field **Constant Text**;
8. Finally, click **Save**.

**Step 4: Validating the alphanumeric sequence on the item**

1. Access **Customers and Items | Sales Items;**
2. Click **Create**;
3. Specify the desired code on the field **Item**;
4. Fill in the fields according to the image presented;
5. Click **Save**.