How to create custom templates in AdvancePro

AdvancePro has added a new feature that will enable users to create their own templates. This new customization allows more flexibility for Customer Orders, Customer Invoices, Credit Memos, Warehouse Slips, and Quotations.

Note: This new feature is available on version 11.21.14 and up


  1. Go to Admin switchboard and click on Site settings > custom templates.
  2. To create templates, you need to set up the repository location first. Select the type of Location, you can select either of the 2 options: Local/Network or FTP server, in this example we'll choose Local/Network.
  3. Next, click on the browse icon to choose the path where you want your templates to be saved. After choosing the path, click on Verify and then the save button.

  4. Click on the Create New button and a new window will pop-up. This is where you can choose existing AdvancePro Templates.
  5. Once you have selected a template, you can now add the tokens. But first, you must select a Report Type, and then you must provide a Template name. You can also select a report family but it is optional.
  6. Now, it's time to add the tokens. Tokens are found on the left-hand side of the screen. You can click on the token and drag it to the template. Notice that I've added grid lines/cells, it is for the alignment of the tokens when the template is used in AdvancePro. After finalizing the template, you can now click on Save.

  7. We also have the option to add a customer's signature from our APMobile app by including the token in the custom template that we're making. 
  8. Click on icon to assign this to a customer and then click on save.
  9. To view the custom template that you've created, you can search for an order associated with that customer. On the upper-left, you'll see a wrench icon, click on that and select the template you want to print.
  10. Here is the custom template that we made.
  11. Here's an example that has a customer signature