Sales documents
Quotations, sales orders, invoices, proformas, and credit and debit notes. Issuing an invoice stores a versioned PDF copy on the invoice automatically.
Open sales invoicesHow templates work
Templates are part of the product, not files to download.
Every template works on the records already in BusinessIntents: your company details, customers, products, prices, and tax rates. Print layouts turn a document into a PDF, invoice templates create draft invoices on a schedule, and entry templates prefill recurring journal entries. Whatever a template produces still goes through the normal approval flow.
Print layouts
Every document prints to a branded layout in Bulgarian or English.
Use Print on a document to view it or save it as PDF. The Print button asks which language you want.
Purchasing and stock
Requests for quotation, purchase orders, purchase invoices, delivery notes, and goods documents: receipts, issues, transfers, adjustments, stocktakes, and returns.
Open inventoryPeople, services, and accounting
Expense claims, vacation requests, timesheets, payroll runs and payslips, service tickets, and journal entries.
How printing worksYour layout
Adapt the print layouts to your company.
Company name, VAT number, address, and bank details print from the company record, so complete it before the first printout.
Adapt it yourself
An administrator downloads the layout from Documents, adapts it, and uploads it again. Each document type and language has its own template.
Open the configuration guideAsk the team
The codbex team can adapt a layout to your brand, fields, or local requirements. Describe what you need at office@codbex.com.
Kept across upgrades
An upgrade never overwrites your template, so your adaptations stay in place.
Recurring work
Describe a recurring invoice or journal entry once.
These templates are recipes, not documents: they have no number and no status. Each one creates a normal draft that follows the usual approval flow.
Invoice templates
A name, the customer, the lines, and a monthly, quarterly, or yearly recurrence. At 04:00 on the first day of each period, every active template creates a draft sales invoice that waits in the Inbox.
Open the workflowSave as Template
Turn any sales invoice into a template in one step. Untick Active to pause a subscription, or edit the lines to change the price from the next period.
Read the guideEntry templates
Save recurring journal entries such as rent, bank fees, and accruals. Create Entry prefills the header of a new draft entry; for now, the lines are added on the draft.
Open the workflowData out
Take any list or report out as CSV or a clean printout.
Export and Print sit on the toolbar of every list and report.
CSV export
Export downloads the rows exactly as you see them, with the current search and filters, names instead of codes, and formatted dates. The file opens straight in Excel, Cyrillic included.
Print view
Print on a list or report opens a clean view that you can print or save as PDF from the browser.
Reports
Trial balance, customer and supplier balances, overdue invoices, revenue, and spend export and print the same way, within the selected date window.
Open journal and reportsBefore the first printout
Four checks before you print the first document.
Templates print what the records contain, so these settings decide how every document looks.
Company details
Replace the “My Company” placeholder with the legal name, VAT number, address, IBAN, BIC, and bank name. They print on every document.
Document numbering
Check the counters under Settings → Document Numbering, for example to continue from the last number in your previous system.
Tax rates
The shipped VAT rates (20%, 9%, 0%, and exempt) are defaults. Verify them against your local rules before the first invoice.
Your layout
Decide whether the standard layout is enough, or adapt it yourself or with the team.
Continue the evaluation
Continue from the templates to the product.
These pages describe the documents and workflows the templates work with.
Feature
Sales invoicing
Follow an invoice from draft to payment.
Open page →Shared mechanicsHow the apps work
Lists, statuses, the Inbox, printing, and totals.
Open page →Resource hubResources
Return to all resource types.
Open page →CommercialPricing
Compare the Free Demo, Standard, and Custom paths.
Open page →Decision-stage questions
Questions about templates.
Can we download blank templates to use outside BusinessIntents?
No. The templates work on the records inside BusinessIntents. To see the documents and workflows behind them, start the Free Demo.
Which languages do the printouts support?
Bulgarian and English. The Print button asks which language you want, and the interface and data work in both languages too.
Can we use our own logo and layout?
Yes. An administrator can adapt the layout under Documents, or the team can adapt it for you. An upgrade never overwrites your template.
Is a recurring invoice sent automatically?
No. The template creates a draft, which is approved, issued, and sent through the normal flow. Reject a draft you do not want this period; the template generates again next period.
Next step
See the templates on real documents.
Start the free demo, or ask the team about adapting a print layout to your company.
Need a print layout adapted to your brand or local requirements? Write to office@codbex.com.