Module 13 · Specialist · 8 min read

How documents print: templates, looks and paper

You will be able to: Print, download and share a submitted document; Distinguish document printing from list and report export; Choose a print look and paper for the company and for one document type.

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A submitted document prints from a template: a layout that decides what appears and where, such as your logo and TRN, the lines, the totals and the amount in words. Press Print and Zeyto opens a print page in a new tab with your browser's print window. Printing needs no internet.

Print a document and look at its template · 0:55 · no sound yet, captions are on
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1. Open Sales, then Sales Invoice 2. Open a submitted invoice with View 3. More, then Print opens the print preview in a separate window 4. The preview shows exactly what will print 5. Scroll to the totals and the VAT line 6. Open the Document Designer to change the layout 7. Settings, Templates: choose the default for each document

The print preview of a submitted sales invoice showing the company header with its TRN, the invoice number and date, the customer, the item lines, the VAT amount and the total.

A submitted invoice in its print preview, ready for paper or PDF.

A submitted invoice in its print preview, ready for paper or PDF.

Printing a submitted document

  1. Open the document from its register. Print is greyed out until the document is submitted.
  2. Open More ▾ and press Print (Print Voucher on receipts and payments). A new tab shows the document at paper size, with the template name and version at the top.
  3. Choose your printer in the print window, or Save as PDF if it offers that. If you close the window, press Print at the top of the tab to open it again.

The print page has four buttons: Back (returns to where you were), Download PDF (a PDF of every page, made from the same template), Share (WhatsApp, e-mail, or your device's share list) and Print.

Settings ▸ Document Entry has an After posting choice under Daily Workflow: Print the document (the default, which makes the main button read Submit & Print), Open a preview, or Do nothing.

Lists and reports are different

Lists and reports do not use document templates. Their Export menu writes a CSV, Excel or PDF file of the rows and columns you see. How those files look is set in Settings ▸ Export & Print.

Looks and paper

Settings ▸ Company Profile has a Print Format card. Three looks exist for every printed document, each with an Arabic mirror. They show the same information in the same places; only the design differs.

The print preview of a submitted receipt voucher.

Every document type has its own print layout.

Every document type has its own print layout.
LookDescription
StandardBlack rule and a black table header. The default.
ModernAiry and brand-coloured: title card, tinted header, striped rows, rounded totals.
ClassicTraditional ledger: serif type, boxed sections, a fully ruled table, bordered totals.
Classic EmeronA brand style on A4 for tax invoices, advance tax invoices, credit notes, proformas, quotations, orders, delivery notes, vouchers and the statement of account.

Paper size can be A4, A5, or a receipt roll of 80 mm or 58 mm. Every document has an A5 layout of its own (condensed columns and smaller type, never a cropped A4). The sales invoice and the daily sales report also have roll layouts; a document with no roll layout prints on A4.

  • Different format or paper for some documents lets you give one document type its own look, for example Classic for vouchers and A5 for delivery notes.
  • On the print page, Print format switches the look for that print, and Arabic layout prints the mirrored version. Zeyto remembers the choice for that user.
  • A template you designed yourself and made the default is never replaced by this setting.
  • POS thermal receipts keep their single layout.
Choosing looksA trading company chooses Modern on A4 as its company default, Classic for receipt and payment vouchers, and A5 for delivery notes. Invoices print in Modern A4, vouchers in Classic, and delivery notes in A5. One cashier prefers Standard and switches it on the print page; only her prints change.
Watch outSave print format applies to the printed page, the PDF and the e-mailed PDF alike. If a document prints in an unexpected look, check for a per-document-type override before changing the default.

Try it in the demo

  1. In the demo, open Sales ▸ Sales Invoice, open a submitted invoice and press More ▾ ▸ Print.
  2. On the print page try Download PDF, then use Print format to switch looks and tick Arabic layout.
  3. Open Settings ▸ Company Profile and read the Print Format card (look only; do not save on shared demo data).
Open the live demo

Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.

Key takeaways
  • Print is available only after submission; the print page offers Back, Download PDF, Share and Print.
  • Lists and reports use Export (CSV, Excel, PDF), not templates.
  • Three looks plus Classic Emeron; paper A4, A5, roll 80 or roll 58.
  • A per-document-type setting overrides the company default.

Check yourself

5 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.

1. When is the Print button on a document available?

2. Which buttons are on the print page?

Select all that apply.

3. How do lists and reports produce a file?

4. Which paper sizes can the company choose as its default print paper?

5. The company default is Modern A4 and delivery notes are set to A5. What do delivery notes print on?

Practice questions for this module · Printable study sheet