Print layouts

Choose how your invoices, quotations, receipts, payment receipts, journal vouchers and banking documents print, with layouts made in Voltix or Jasper templates.

Print layouts lets your company change how its documents look on paper and in PDFs: move things around, change colours and fonts, add your bank details or a QR code, hide columns you do not use, or make a receipt for a 58 mm printer. A new layout starts from one of two designs: an exact copy of what the document prints today, or the Voltix standard design.

The layout you make the default is used everywhere the document is printed: Print, Download, Preview, Share, the e-mail attachment and the SMS link.

Note. The Voltix team switches print layouts on for your company. There are two kinds, switched on separately: Designer layouts, made in Voltix, and Jasper templates, made in Jaspersoft Studio by the Voltix team. Until one of them is on, this section is not shown and every document prints the built-in design.

1. Find the document

Open Settings → Print layouts. On the left, documents are grouped by app:

Folder	Documents
Sales & POS	Invoice (credit notes print with the invoice layout), Quotation, Sales order, POS receipt (80 mm and 58 mm rolls), Payment receipt (Receive Payments)
Finance	Journal voucher
Banking	Incoming / outgoing payment, Deposit slip, Bank reconciliation report, Bank account statement

A folder only shows when your company uses that app. Type in Find a document to narrow the list. Next to each document you see what prints today: Built-in, Designer or Jasper, and how many layouts it has.

2. Make a layout in Voltix

1Pick the document on the left and press New layout.
2Give it a name (for example "Invoice with bank details") and choose what to start from: - Current print: exactly what the document prints today, so you can change one thing and keep the rest. A4 or A5 (receipts: 80 mm or 58 mm; the bank reconciliation report and the account statement: A4 landscape, as they print today). - Voltix standard: one clean design that every document shares (the same header, details, table, total and signatures), in A4 or A5 (receipts: 80 mm or 58 mm). - A copy of one of your own layouts.
3Press Create and open. The layout opens in the designer as a draft: nobody prints with it yet.

The page in the middle of the designer shows your document with sample lines and your own company name and logo.

Customise (company admins): change the accent colour (the title box), the table heading colour, the font and the text size; switch parts of the document on or off and edit their text (titles, the thank-you note, signature headings); show or hide table columns and rename them; set a watermark.
Design (the Voltix team): the full designer. Drag anything to move it (it snaps to the edges of other items; hold Alt to move freely), drag the handles to resize, and drag the bottom edge of a section to make it taller. Insert adds text, pictures, lines, boxes, label / value lists, QR codes, barcodes and page numbers; Fields lists everything the document carries; Layers lists every item.

Useful keys in the designer: Ctrl+Z / Ctrl+Y undo and redo, Ctrl+S saves, Ctrl+D duplicates, Ctrl+C / Ctrl+V copy and paste, the arrow keys nudge (with Shift, 5 mm), Delete removes.

Tip. Press Preview PDF at any time. It prints your unsaved layout with the sample document exactly as a real one would print, page breaks and page numbers included.

3. Use a Jasper template

Jasper templates are made in Jaspersoft Studio. Because a Jasper template can contain code, only the Voltix team imports one: send them the .jrxml file and tell them which document it is for. They pick the document and press Import; the template appears in the list as a draft with the Jasper tag.

From then on your company admin handles it like any other layout: preview it, publish it, make it the default, copy it or archive it. The download button saves the .jrxml file. To change a Jasper template, edit the file in Jaspersoft Studio and ask the Voltix team to replace it (the earlier file is kept in its history).

Tip. Whoever makes the template needs to know the field names. In the Jasper templates card, Sample data downloads a sample of the chosen document with every field; for invoices, Ready-made invoice template downloads a template to start from.

4. Publish it and make it the default

1In the designer press Save, then Publish; for a Jasper template press the publish button on its row. A published layout can be printed.
2In Settings → Print layouts, press the star (Make default) on its row. From now on everyone in the company prints this document with it.
3To go back to the design Voltix prints without a layout, press Make default on the Built-in (coded design) row. Your layouts are kept.

Every save keeps the version before it: the clock button in the designer lists them, and Restore brings one back.

5. Let people choose when they print

Switch on Ask which layout every time under When printing. Everyone then picks between the Built-in (coded design) and your published layouts each time they print, download or share; the default is selected for them.

6. Copy layouts between companies

Export (the download button on a row) saves a Voltix layout as a file; Import in another company adds it there as a draft. A Jasper template is moved by downloading its .jrxml and having the Voltix team import it.

Important. If a layout ever cannot be printed (for example while the print service is being updated), Voltix prints the built-in design instead, so a customer always gets their document. The Voltix team sees each case in its error list.