Overview
QBM uses print templates so the same document type can be printed in a consistent and business-ready format. Templates control how documents look when you print, preview, save to PDF, or send by email.
Important: A template controls the document layout. Printer setup controls how and where the document is physically printed.
Main Screens
| Screen | Use It For |
|---|---|
| Print Template List | Review, open, load, delete, and manage print templates. |
| Document Print / PDF / Email actions | Use the selected template when outputting a saved document. |
| POS Printer Configuration | Set receipt-printer behavior for POS output. |
| QBM Options / POS Options | Control company printing behavior and default print choices. |
Print Template List
Tab Path: Company > Print Template List
The Print Template List is the control center for template maintenance.
- Open: review or continue working on an existing template.
- Load New Template: add a new template into QBM.
- Delete: remove a template that should no longer be used.
- Permissions: control who can use or maintain a template where your security design requires it.
Important: Do not delete a template just because you want a different layout. In many cases, it is better to create or keep a separate template for a different purpose, brand, or format.
Designing A Template
- Open the template from Print Template List.
- Review the document type the template is intended for.
- Adjust the layout according to your business requirement, such as logo position, headings, visible sections, or print order.
- Keep the design clear and readable for the customer or recipient.
- Save the template and run a preview or test print using a real sample document.
| Design Goal | What To Check |
|---|---|
| Business identity | Logo, company name, address, and brand presentation. |
| Document readability | Customer details, item lines, totals, VAT, and notes should be easy to follow. |
| Practical printing | The layout should fit the target paper or receipt format without clipping. |
| Consistency | Users should know which template is the standard one for each document type. |
Printing, PDF, Email
Once a document is saved, QBM can use the selected template in several output flows.
- Print: immediate paper output or print preview.
- PDF: create a file copy of the document using the chosen template.
- Email: send the document using the selected template as the output layout.
- Save the document first.
- Choose Print, PDF, or Email from the document output actions.
- Select the correct template for the purpose.
- Preview the result when needed, then complete the output.
POS vs Office Printing
POS receipt printing is usually managed separately from normal office-document printing.
- Use the POS printer guide and POS options when working with receipt printers and thermal layouts.
- Use standard print templates for invoices, statements, delivery notes, and other business documents.
- Keep POS receipt templates separate from A4 or letter-size office templates.
Good practice: Test POS templates on the actual receipt printer and office templates on the actual office printer. A layout that looks correct on one device may not suit another.
Best Practice
- Use clear template names so users know which one is the default and which one is for special cases.
- Test every new or revised template using a real document before releasing it to daily users.
- Keep separate templates when different branches, languages, or paper sizes need different output.
- Do not mix POS receipt templates with regular office templates.
- Review template permissions when only certain users should change the layout.