Templating: How to Change Templates (PDFs, Portal, Emails)

Customise quotes, invoices, statements, and emails using a fuller file templating system, and a combination of file templates and placeholders/merge tags.

From version 4.5.0 onward, Jetpack CRM includes a complete templating system that allows you to personalize Quotes, Invoices, Statements, and Emails with file templates and placeholders.

Available templates

You’ll find templates in these locations inside the plugin:

• Emails:
  • templates/emails/default-email.html.
    The base template for all emails. Optimized for responsiveness. We recommend keeping this mostly intact.
• Invoices:
  • templates/invoices/invoice-pdf.html – PDF invoices.
  • templates/invoices/portal-invoice.html – Single invoice view in the Client Portal.
  • templates/invoices/statement-pdf.html – Statements.
• Quotes:
  • templates/quotes/quote-pdf.html – PDF quotes.

Note: We offer only minimal help with template editing, as it often requires custom development. You’re welcome to try the steps below, but anything beyond them is outside the scope of Jetpack CRM support.

Editing templates

If you edit templates directly in the plugin folder, your changes will be lost when updating Jetpack CRM.

To make changes update-safe, follow these steps:

1. Copy the /templates folder from the Jetpack CRM plugin directory.
2. Paste it into your theme folder and rename it to /jetpack-crm.
   • Path example: wp-content/themes/{your-theme}/jetpack-crm.
3. Edit the template files inside your theme’s /jetpack-crm folder.
   Your changes will now override the default templates and stay safe during updates.

If you’re using a child theme, place the folder inside the child theme instead.

Template Variations

Jetpack CRM supports multiple template versions. This works like WordPress page templates, letting you choose which version to use.

With this templating system, you can fully control how your CRM outputs look, while keeping your changes safe through updates.

To create a variation, follow these steps:

1. Copy an existing template file (e.g. invoices/portal-invoice.html).
2. Rename it following this format: invoices/portal-invoice-{variant-name}.html
3. Edit the new file.
4. Select it in your CRM settings: Jetpack CRM → CRM Settings → Invoices → Invoice Portal Template option for this example.

Customizing invoices

You can also add custom fields to invoices. This is useful for compliance (e.g. EU VAT laws) or adding extra details.

Step 1: Create custom fields

1. Go to Jetpack CRM → Settings → General → Custom Fields.
2. Scroll to the “Invoice Custom Fields” option.
3. Add a new field (example: Invoice Creation Date).
4. Choose the type (e.g. Date) and save.

Step 2: Display custom fields on invoices

1. Go to Jetpack CRM → Settings → Invoicing.
2. Find the “Invoice custom fields to display” option.
3. Add your new field and save.

Step 3: Use custom fields

1. Edit an invoice.
2. Enter values for your custom fields (e.g. Creation Date).
3. These fields will now display on the invoice.

Editing PDF templates with code

If you’re comfortable with PHP/HTML, you can edit template files directly, such as:

• invoices/invoice-pdf.html – customize invoice PDFs.

You can use placeholders/merge tags to dynamically pull in data:

• Find available placeholders under Jetpack CRM → System Assistant → Placeholder Map.
• Use built-in placeholders (e.g. customer name, invoice total) or your own custom fields.

See our guide on using placeholders in emails for examples.