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ezyVet Admins - Chapter 4

Understanding New Document Templates

Introducing a new dynamic document templating engine allowing for increased customization within financial documents.

Version 30 comes with 6 new document template options for Statements, invoices, payments, estimates

What to expect with Document Templates in V30

ezyVet has moved away from hardcoded financial templates, which previously provided limitations to customize for your practice's needs. A new dynamic templating system called 'Twig Templates' contains more advanced features that are not only visually customizable but also provide logic and data customizations, which come with a range of benefits:

  • Instant setup 6 default templates for invoices, statements, estimates, and payment receipts to choose from
  • Customizable financial document bodies, you can now include additional information like product descriptions, invoice line comments, etc.
  • Improved client experience clients can see more information with cleaner formatting and color-coding to your brand
  • Online training available consulting to make your financial templates perfect, tweaking columns, colors, descriptions, and more
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How to select a new financial template

Once your site has been upgraded to Version 30 your financial documents (Invoice, Estimate, Statement, and Payment Receipt) will automatically be converted to our new dynamic templating system, Twig. To get you started your financial documents will be using Default Template 1, however, you have 6 to choose from, below we have shown how you can easily choose and update 6 of our new designs.

  1. Go to the Admin Tab
  2. Select Templates from the drop-down
  3. Select Template Settings
  4. Open the Financial Settings tab on the right-hand side
  5. Within the Estimate section under the Document search bar enter 'Default Estimate' to be shown the 6 default templates
  6. Double click your selection to open the default template in a new tab
  7. Select Save & Preview to view the default template
  8. Select Save and Close
  9. Once you are happy with your selection head back to the Financial Settings tab and select SAVE

Follow the steps above within the relevant section to choose a default financial template for Invoices, Statements & Payment Receipts.

Understanding Twig Templates

  • What are Twig Templates?

    • The Twig Templating System is a flexible, fast, template engine working in the background of your ezyVet Site, allowing for more flexibility with new variable functionality allowing the possibility to call on more fields

  • How can I use my existing document templates with the new Twig templating system?

    • After upgrading to Version 30 your ezyVet site will run two templating functionalities. Your financial documents will automatically update to use the new dynamic templating system, Twig.

      All other document templates will continue to use what you are using now, with the old template variables.

      ezyVet will continue to have the two templating systems within document templates until we have successfully migrated all templates across to the new functionality.

      Helpful Hint: the migration of the remaining documentation will not be an immediate change, therefore, you can continue to use the old way if you prefer

  • Can I use the existing template variables with the Twig template system?

    • No. The Twig template system uses different template variables. And the method that you use to add variables to a document is also different.

      The names of many of the template variables are almost the same between the two systems. If you use the existing template system, this makes it easy to quickly understand the Twig template system.

      Check out the full list of new template variables here

  • What is customizable in Twig Templates?
      • Removing of discount
      • Removing staff member from columns
      • New variables

  • What Document Templates are supported right now on Twig?

    • Financial Document Templates are the only Document Templates supported on Twig (for now!) which includes: Statements, Invoices, & Estimates

  • Want even MORE customization?

    • Is your practice interested in going that one step further and want to create their own document templates? Highlight your interest in the Version 30 upgrade form once you've successfully passed the quiz