--- title: "Create your own PDF template" slug: "modèle-de-facture-créer-son-propre-modèle-pdf" updated: 2025-12-31T14:31:34Z published: 2026-01-07T10:04:05Z canonical: "help.frisbii.com/modèle-de-facture-créer-son-propre-modèle-pdf" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.frisbii.com/llms.txt > Use this file to discover all available pages before exploring further. # Create your own PDF template Previously, Linda and José chose one of the invoice and quotation templates provided by Frisbii. The initial idea was not to use their old invoice and quotation templates, but to take advantage of the implementation of Frisbii to improve them. At the moment, they are discussing it with a few members of the Accounting and Sales teams. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image(574).png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A19%3A20Z&se=2026-10-28T01%3A19%3A20Z&sr=c&sp=r&sig=rjqgibZfmlGTPB%2BcGt%2BLb1WKjuPJ2yNAFsEcfdPx6kc%3D) Their colleagues are very motivated. Linda and José show them the two versions of their templates: the old Cloud Kicks invoices and quotations as well as the templates provided by Frisbii. Together, they decide how to improve the packaged templates. With all these great ideas in her notebook, Linda meets Vijay, a member of the Cloud Kicks development team. He knows Visualforce very well and will show Linda how to modify the templates herself. ## Retrieving Visualforce code on GitHub Linda asks Vijay, developer at Cloud Kicks, to explain how to modify the PDF template. Vijay is also a Salesforce administrator, so he has the rights to access Visualforce pages. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image(575).png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A19%3A20Z&se=2026-10-28T01%3A19%3A20Z&sr=c&sp=r&sig=rjqgibZfmlGTPB%2BcGt%2BLb1WKjuPJ2yNAFsEcfdPx6kc%3D) In order to have an efficient session, Vijay sends Linda the links to some trailhead modules, in particular this one : [Visualforce Basics](https://trailhead.salesforce.com/en/content/learn/modules/visualforce_fundamentals). Then he shows Linda how to get the Visualforce code from the template. ### Steps **Prerequisites** To save the invoice template, first add the following custom label: - Short description: Late payment penalties - Name (important!): **Penalty_for_late_payment2** - Categories: PDF - Value: Any late payment will result in the application of a late payment penalty at a legal interest rate equivalent to that applied by the European Central Bank (ECB) to its most recent refinancing operation plus ten (10) points and a fixed collection fee of €40, in accordance with the provisions of Article L. 441-10 of the French Commercial Code. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-MYCYW110.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A19%3A20Z&se=2026-10-28T01%3A19%3A20Z&sr=c&sp=r&sig=rjqgibZfmlGTPB%2BcGt%2BLb1WKjuPJ2yNAFsEcfdPx6kc%3D) **Next:** 1. Please follow the [Github link](https://github.com/sofacto/templates) : Depending on your Frisbii version, you can choose between two folders: - 3.233 - 2.246: Sofactoapp Template Version >233 & < 247 - from 3.247: Sofactoapp Template Version >= 247 ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-RVVRFU2K.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A19%3A20Z&se=2026-10-28T01%3A19%3A20Z&sr=c&sp=r&sig=rjqgibZfmlGTPB%2BcGt%2BLb1WKjuPJ2yNAFsEcfdPx6kc%3D) **Important**: In the following articles, we will focus on models from Frisbii version >= 3.247. 2. In GitHub, open the model you are interested in. You can choose between FACT_TMP_1 and FACT_TMP_2. Vijay chooses **FACT_TMP_1.** ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-EK9HHJJD.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A19%3A20Z&se=2026-10-28T01%3A19%3A20Z&sr=c&sp=r&sig=rjqgibZfmlGTPB%2BcGt%2BLb1WKjuPJ2yNAFsEcfdPx6kc%3D) 3. In another browser window, connect to your Salesforce org, and go to **Setup.** 4. Type *Pages* in the search bar of the **setup** navigation. 5. Go to **Visualforce Pages** 6. Click on the button **New** ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-T7BL2DXZ.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A19%3A20Z&se=2026-10-28T01%3A19%3A20Z&sr=c&sp=r&sig=rjqgibZfmlGTPB%2BcGt%2BLb1WKjuPJ2yNAFsEcfdPx6kc%3D) 7. In GitHub, click the Raw button. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-AYVCZUZA.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A19%3A20Z&se=2026-10-28T01%3A19%3A20Z&sr=c&sp=r&sig=rjqgibZfmlGTPB%2BcGt%2BLb1WKjuPJ2yNAFsEcfdPx6kc%3D) 8. Copy the Visualforce code from the template (CTRL+A; CTRL+C). Paste the code into the **new Visualforce page** (CTRL+V). 9. Fill in the **Label** field (the API name is filled in automatically). 10. Save the page by clicking the **Save** button. ## ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-62W6BCHJ.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A19%3A20Z&se=2026-10-28T01%3A19%3A20Z&sr=c&sp=r&sig=rjqgibZfmlGTPB%2BcGt%2BLb1WKjuPJ2yNAFsEcfdPx6kc%3D) There you go, the page is ready to be customized! ## Setting up the new Visualforce page in the Template objet Before improving the template, Linda follows one best practice : she sets up the new Visualforce page in the template object. Thus she can test the template on a test invoice easily afterwards. To do so, she opens the Templates object. ### Steps 1. Click on the **Application Launcher**. 2. Type *Template* in the search bar. 3. Click on the **Templates** object. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-PMXDXNXT.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A19%3A20Z&se=2026-10-28T01%3A19%3A20Z&sr=c&sp=r&sig=rjqgibZfmlGTPB%2BcGt%2BLb1WKjuPJ2yNAFsEcfdPx6kc%3D) 4. In the **Template** object, click on the button **New**. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-RPLSG20I.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A19%3A20Z&se=2026-10-28T01%3A19%3A20Z&sr=c&sp=r&sig=rjqgibZfmlGTPB%2BcGt%2BLb1WKjuPJ2yNAFsEcfdPx6kc%3D) 5. Enter a name for the template and the corresponding Visualforce Page (you just created) **Beware:** The correct writing of the name is essential. If the name is not the same, the set up will not work. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-16ZDCS29.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A19%3A20Z&se=2026-10-28T01%3A19%3A20Z&sr=c&sp=r&sig=rjqgibZfmlGTPB%2BcGt%2BLb1WKjuPJ2yNAFsEcfdPx6kc%3D) 6. Check the check box **Active** in order to make the template available on the *Corporate Names* tab and the *Invoice* tab. 7. Choose the type **Invoice**. 8. Click on the **Save** button. Later we can set up a Thumbnail to facilitate the choice from the *Corporate Names* tab. But for now, let's continue the setup. ## Selecting the new Template on the Corporate Names tab Now that the new template is added to the **Template** object, we can change it also on the Corporate Names tab. **Note:** If you want to modify your Visualforce page later, and you don’t want to disturb the invoice process, you can change the template only on a test invoice. On an **invoice** record, you can choose a template in the **Order Templates** field (given that the template is saved in the **Template object**). ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-3M8KSEKU.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A19%3A20Z&se=2026-10-28T01%3A19%3A20Z&sr=c&sp=r&sig=rjqgibZfmlGTPB%2BcGt%2BLb1WKjuPJ2yNAFsEcfdPx6kc%3D) At Cloud Kicks, they are in the installation phase of Frisbii. This is why we are going to change the template directly on the Corporate names tab. Here are the steps to follow. ### Steps 1. Go to the **Corporate Names** tab 2. Select your new template in the **Default templates** Section. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-QLN8PSND.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A19%3A20Z&se=2026-10-28T01%3A19%3A20Z&sr=c&sp=r&sig=rjqgibZfmlGTPB%2BcGt%2BLb1WKjuPJ2yNAFsEcfdPx6kc%3D) Here you are, your template is set up! ## Giving access to your Visualforce page Change the access rights to the created Visualforce page, so that the your colleagues in charge of the billing process can use it. ### Steps 1. Select the permission set for users who need to generate invoices (for example, Frisbii Finance). 2. Go to Apps > **Visualforce Page Access.** 3. Click **Edit** and add your template to the **Enabled Visualforce** Pages column, then save.