Themes

This feature is available in files created from 29th January 2019
See help about Themes for files started before this date

The Saasu Theme Library allows you to select between templates for invoices, purchases, statements and payslips.

Setup your Theme

  1. Go to Settings (cog icon) > Settings (for this file).
  2. You will see tabs for Payments, Email Templates and Theme Library available.
  3. You have the option to Click or drag your logo to upload -or- to change or delete your existing logo. To do this click replace or delete.
    You can upload multiple images to use as logos (JPG, GIF and PNG). The maximum file size is 100KB. The quality of the image you upload will directly result in higher quality PDF’s in Saasu, but your PDF file size you are sending out will also be larger. So there is a trade off between quality and file size. For the best quality result, we recommend using images with a resolution of at least 150dpi.
  4. In the Theme Library  tab you can select your preferred invoice style. Click on any of the template images to view an enlarged preview. Once you have chosen your theme, click set default to apply the template.
  5. In the Content  tab inside the Theme Library  tab you will be able to setup separate default note for your templates. This note will display at the bottom of your template.
  6. In the Email Templates  tab you can set the defaults for your invoices, such as a sender name, a ‘from’ email address and a subject.
  7. In the Payments  tab you can enable direct deposit information to be displayed on the invoice. When enabled this feature displays EFT, Account name, Bank BSB, and Account number information on the invoice.

Themes for files started prior to January 2019

To use Saasu Themes we recommend you require HTML and CSS coding experience

Themes allow a high degree of customisation of the design and layout, and form the base for the PDF template used in invoices, purchase orders, receipts, payslips, and statements. As themes are created using HTML and CSS you will need to be comfortable with using this code in order to get the best result. Alternatively you can use your web designer to assist in creating themes that match your brand.

WHERE: View > Templates > Edit and Create your own theme (link below Theme picklist)

Themes in Saasu allow you to add useful design features to one or more of your templates. Themes are designed to give Saasu customers with HTML and CSS programming skills the flexibility to help their business customers with specific PDF and email documentation needs in Saasu. Their requirements may include:

  • Design elements such as colours, fonts, and images.
  • Information blocks such as warranty or product information.
  • Logistics information such as barcodes, delivery maps, and other devices.
  • Translation to other languages.

Themes do not provide a way for customers with no programming experience to change the look and feel of their templates. If you haven’t used HTML and CSS programming code before, it’s probably best not to attempt this as we don’t provide HTML/CSS programming support. This is due to the intensity of having to teach people programming before we can even suggest how to work with using the Themes feature in Saasu. Don’t worry though, as we are happy to recommend a third party who can assist you with template customisation for our customers who don’t have these skills or access to them.

Themes let you to control far more design elements in a document, including where your logo displays, and the colour and type of font you use. You can even embed things like maps, images, links, and buttons.

To edit your Theme:

  1. Select View > Templates > Choose a template you want to design or edit a theme for – The Template will load in edit mode.
  2. Click Edit and create your own theme.
  3. Saasu will display some default themes that we have set up. You can open one similar to what you need and duplicate it using the Duplicate button.
  4. Edit the CSS and HTML code for the theme.
  5. You can use the Preview button to check your progress. The preview will display as a PDF so you can be sure the design work you are doing matches what your customers will see.

NOTE: When you edit a Sale or Purchase theme, two formats will display when you preview your changes – An Item style view and a Service style view.

Theme versions

You may need different versions of a theme for different situations. You may need to customise words, like the invoice title for example. To do this duplicate the theme you want to change, make the changes, and set up the template to use the theme that you change. Some HTML knowledge is required to do this. Otherwise, it could be frustrating to get it working. Here are the steps:

  1. Open the template you want to edit.
  2. Click Edit and create your own theme below the Theme picklist.
  3. Pick the theme you want to edit.
  4. Duplicate the theme.
  5. Make your changes. For example, if you just want to change the title, find the text {InvoiceType.PrintDescription} and replace it with the word that you want to use.
  6. Click Preview to see your changes.
  7. Click Save once you’re happy with these.
  8. Go back to the template list screen and open the template you want to change.
  9. Change the theme to the new one you just created and click Save.