Change the look of forms with themes

Themes change the overall design and presentation of forms and documents displayed or printed by Manager. They provide a unified look for:

  • Payments, receipts, and inter account transfers
  • Expense claims
  • Sales and purchase quotes
  • Sales and purchase orders
  • Sales and purchase invoices
  • Debit and credit notes
  • Delivery notes and goods receipts
  • Inventory transfers and write-offs
  • Production orders
  • Payslips
  • Journal entries
  • Customer and supplier statements

Other than customer and supplier statements, themes do not affect the layout or design of reports.

Default theme

Manager includes a default theme. This theme cannot be edited or deleted. But it can be tailored with unique business details and a logo. The title of the particular transaction form being displayed or printed appears at the upper left, as in this sales invoice:

By design, Manager minimizes displayed information. So fields not populated do not show. The default theme also incorporates status stamps for some transactions, such as Paid in Full and Overdue “stamps” that display at the bottom of sales invoices when appropriate.

Adding custom themes

You can add your own custom themes. Themes are coded in the Liquid templating language. If you are not familiar with Liquid, check one of many educational web sites on the internet, such as Liquid template language.

There are two basic approaches to adding a theme:

  • Modify the default theme
  • Copy a modify an existing custom theme

To modify the default theme, select the Settings tab, then Themes and New Theme:

The code for the default theme will appear as a starting point. Give your new theme a Name and modify or write new code directly in the code box:

Click Create. Your theme will automatically become active and visible in the list of themes:

Copy and modify an existing theme

Another approach is to modify an existing custom theme similar to what you need. (That theme can be from any Manager business.) In the list of themes, click on the Edit button for your source theme and copy all code that appears. Go back to the themes list and click New Theme. Paste the code you just copied into the code box in place of the default theme’s code.

Name the new theme, modify the code, and click Create. Your new theme will become active.

Previewing themes

To preview a theme, go to the Settings tab and click Themes:

Click View beside a theme’s name:

A large screenshot of the theme, populated with representative data, will appear:

Theme previews do not represent any specific transaction form. They only display the general look of the theme and location of your logo and business details. Their content will not match what appears for any particular transaction when using the theme.

To deactivate (or activate) a theme, click Edit and check (or uncheck) the box:

Using themes

When at least one custom theme besides the default theme is active, transaction entry forms include a Custom theme checkbox:

To use a custom theme, check the box. A dropdown list of active themes will appear:

Select a theme, and the form will display with the new look:

Manager will remember the theme you have chosen for a particular form. However, all new forms will use the themes chosen for their form types in Form Defaults under Settings unless you change them.

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