Templates in ABOSS allow you to define the layout and content of your contracts and invoices. They determine how information from your agency, projects, events, and deals is displayed in the final PDF output. With ABOSS, you can fully control this output by building and editing your own templates.
Templates are created and edited with the WYSIWYG editor. For advanced customization, templates can also be edited directly in HTML and Liquid.
Table of Contents
1. What templates are used for
2. Contract templates
3. Invoice templates
4. Template sections
5. The WYSIWYG editor
6. HTML and Liquid
7. Support
1. What templates are used for
Templates define the structure and content of your contract and invoice PDFs. They control how data entered in ABOSS is displayed, such as agency details, project information, event data, and deal information.
A correctly set up template ensures that all entered data is displayed clearly and consistently in the final document.
2. Contract templates
Contract templates are used to generate contract PDFs. They focus on content and layout and do not include calculation toggles.
Contract templates consist of:
Header
Content
Footer
Contract templates can be created and managed via Office > Contract Templates.
The Contracts module is not available in Artist PRO.
3. Invoice templates
Invoice templates are used to generate invoice PDFs. In addition to layout and content, invoice templates support calculations through template settings.
Invoice templates consist of:
Header
Content
Calculation toggles and descriptions
Content continued
Footer
Invoice templates can be created and managed via Office > Invoice Templates.
4. Template sections
Each template is divided into sections. Each section has its own editor and toolbar, allowing you to update specific parts of the template without affecting the rest.
5. The WYSIWYG editor
ABOSS uses a WYSIWYG (What You See Is What You Get) editor to build and design templates. Changes made in the editor are reflected immediately.
The toolbar allows you to format text, add images, create tables, insert page breaks, and switch to HTML view. Each template section has its own toolbar.
6. HTML and Liquid
Templates can be edited directly in HTML by clicking the <> icon in the editor.
ABOSS uses Liquid as its template language. Liquid allows you to insert dynamic content using data from the agency, project, event, and deal linked to the document.
7. Support
If you need help setting up or adjusting your templates, contact Support via the blue Support Chat button in the bottom right of your ABOSS account. We are happy to help you review or adjust your templates.