The TemplateSettings component (alias DocumentSettings) enables users to customize their invoice look-and-feel and branding.
Users can:
INV-00042 or IN/2025/042),All options apply only to newly created documents and do not affect existing documents.
The TemplateSettings component displays the available settings in tabs:
Individual tabs are also available as standalone components in case you want to expose only a subset of the available settings or to organize the settings in a different layout:
The dialog form of TemplateSettings is embedded into InvoiceDetails for seamless invoice editing experience.
To access and use the TemplateSettings component, the authenticated entity user must have a role with the read and update permissions for the entity resource.
Use the TemplateSettings component in your application as follows:
If true, the component will be rendered inside a <Dialog> wrapper.
This prop also controls the component’s caption: “Template settings” (if false) or “Edit template settings” (if true).
This prop has effect only if isDialog is true.
It controls the overall visibility of the component.
Has effect only if isDialog is true.
This callback is triggered when the user closes the template settings dialog.