Merge branch 'develop' into stripe-integrate

packages/webapp/src/containers/AlertsContainer/registered.tsx

@@ -29,6 +29,7 @@ import { CashflowAlerts } from '../CashFlow/CashflowAlerts';
 import { BankRulesAlerts } from '../Banking/Rules/RulesList/BankRulesAlerts';
 import { SubscriptionAlerts } from '../Subscriptions/alerts/alerts';
 import { BankAccountAlerts } from '@/containers/CashFlow/AccountTransactions/alerts';
+import { BrandingTemplatesAlerts } from '../BrandingTemplates/alerts/BrandingTemplatesAlerts';
 
 export default [
   ...AccountsAlerts,
@@ -61,4 +62,5 @@ export default [
   ...BankRulesAlerts,
   ...SubscriptionAlerts,
   ...BankAccountAlerts,
+  ...BrandingTemplatesAlerts,
 ];

packages/webapp/src/containers/BrandingTemplates/BrandTemplates.module.scss

@@ -0,0 +1,15 @@
+
+
+.table  {
+  :global {
+    .table .tbody .tr .td{
+      padding-top: 14px;
+      padding-bottom: 14px;
+    }
+
+    .table .thead .th{
+      text-transform: uppercase;
+      font-size: 13px;
+    }
+  }
+}

packages/webapp/src/containers/BrandingTemplates/BrandingTemplateBoot.tsx

@@ -0,0 +1,50 @@
+import React, { createContext, useContext } from 'react';
+import {
+  GetPdfTemplateResponse,
+  useGetPdfTemplate,
+} from '@/hooks/query/pdf-templates';
+import { Spinner } from '@blueprintjs/core';
+
+interface PdfTemplateContextValue {
+  templateId: number | string;
+  pdfTemplate: GetPdfTemplateResponse | undefined;
+  isPdfTemplateLoading: boolean;
+}
+
+interface BrandingTemplateProps {
+  templateId: number;
+  children: React.ReactNode;
+}
+
+const PdfTemplateContext = createContext<PdfTemplateContextValue>(
+  {} as PdfTemplateContextValue,
+);
+
+export const BrandingTemplateBoot = ({
+  templateId,
+  children,
+}: BrandingTemplateProps) => {
+  const { data: pdfTemplate, isLoading: isPdfTemplateLoading } =
+    useGetPdfTemplate(templateId, {
+      enabled: !!templateId,
+    });
+
+  const value = {
+    templateId,
+    pdfTemplate,
+    isPdfTemplateLoading,
+  };
+
+  if (isPdfTemplateLoading) {
+    return <Spinner size={20} />
+  }
+  return (
+    <PdfTemplateContext.Provider value={value}>
+      {children}
+    </PdfTemplateContext.Provider>
+  );
+};
+
+export const useBrandingTemplateBoot = () => {
+  return useContext<PdfTemplateContextValue>(PdfTemplateContext);
+};

packages/webapp/src/containers/BrandingTemplates/BrandingTemplateForm.tsx

@@ -0,0 +1,87 @@
+import * as Yup from 'yup';
+import {
+  ElementCustomize,
+  ElementCustomizeProps,
+} from '../ElementCustomize/ElementCustomize';
+import {
+  transformToEditRequest,
+  transformToNewRequest,
+  useBrandingTemplateFormInitialValues,
+} from './_utils';
+import { AppToaster } from '@/components';
+import { Intent } from '@blueprintjs/core';
+import {
+  useCreatePdfTemplate,
+  useEditPdfTemplate,
+} from '@/hooks/query/pdf-templates';
+import { FormikHelpers } from 'formik';
+import { BrandingTemplateValues } from './types';
+
+interface BrandingTemplateFormProps<T> extends ElementCustomizeProps<T> {
+  resource: string;
+  templateId?: number;
+  onSuccess?: () => void;
+  onError?: () => void;
+  defaultValues?: T;
+}
+
+export function BrandingTemplateForm<T extends BrandingTemplateValues>({
+  templateId,
+  onSuccess,
+  onError,
+  defaultValues,
+  resource,
+  ...props
+}: BrandingTemplateFormProps<T>) {
+  const { mutateAsync: createPdfTemplate } = useCreatePdfTemplate();
+  const { mutateAsync: editPdfTemplate } = useEditPdfTemplate();
+
+  const initialValues = useBrandingTemplateFormInitialValues<T>(defaultValues);
+
+  const handleFormSubmit = (values: T, { setSubmitting }: FormikHelpers<T>) => {
+    const handleSuccess = (message: string) => {
+      AppToaster.show({ intent: Intent.SUCCESS, message });
+      setSubmitting(false);
+      onSuccess && onSuccess();
+    };
+    const handleError = (message: string) => {
+      AppToaster.show({ intent: Intent.DANGER, message });
+      setSubmitting(false);
+      onError && onError();
+    };
+    if (templateId) {
+      const reqValues = transformToEditRequest(values);
+      setSubmitting(true);
+
+      // Edit existing template
+      editPdfTemplate({ templateId, values: reqValues })
+        .then(() => handleSuccess('PDF template updated successfully!'))
+        .catch(() =>
+          handleError('An error occurred while updating the PDF template.'),
+        );
+    } else {
+      const reqValues = transformToNewRequest(values, resource);
+      setSubmitting(true);
+
+      // Create new template
+      createPdfTemplate(reqValues)
+        .then(() => handleSuccess('PDF template created successfully!'))
+        .catch(() =>
+          handleError('An error occurred while creating the PDF template.'),
+        );
+    }
+  };
+
+  return (
+    <ElementCustomize<T>
+      initialValues={initialValues}
+      validationSchema={validationSchema}
+      onSubmit={handleFormSubmit}
+      {...props}
+    />
+  );
+}
+
+export const validationSchema = Yup.object().shape({
+  templateName: Yup.string().required('Template Name is required'),
+});

packages/webapp/src/containers/BrandingTemplates/BrandingTemplatesActionsBar.tsx

@@ -0,0 +1,45 @@
+// @ts-nocheck
+import React, { useMemo } from 'react';
+import { Button, NavbarGroup, Intent } from '@blueprintjs/core';
+import { DashboardActionsBar, Icon } from '@/components';
+import withDrawerActions from '@/containers/Drawer/withDrawerActions';
+import {
+  getButtonLabelFromResource,
+  getCustomizeDrawerNameFromResource,
+} from './_utils';
+import { compose } from '@/utils';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+
+/**
+ * Account drawer action bar.
+ */
+function BrandingTemplateActionsBarRoot({ openDrawer }) {
+  const {
+    payload: { resource },
+  } = useDrawerContext();
+
+  // Handle new child button click.
+  const handleCreateBtnClick = () => {
+    const drawerResource = getCustomizeDrawerNameFromResource(resource);
+    openDrawer(drawerResource);
+  };
+  const label = useMemo(() => getButtonLabelFromResource(resource), [resource]);
+
+  return (
+    <DashboardActionsBar>
+      <NavbarGroup>
+        <Button
+          intent={Intent.PRIMARY}
+          icon={<Icon icon="plus" />}
+          onClick={handleCreateBtnClick}
+          minimal
+        >
+          {label}
+        </Button>
+      </NavbarGroup>
+    </DashboardActionsBar>
+  );
+}
+export const BrandingTemplateActionsBar = compose(withDrawerActions)(
+  BrandingTemplateActionsBarRoot,
+);

packages/webapp/src/containers/BrandingTemplates/BrandingTemplatesBoot.tsx

@@ -0,0 +1,36 @@
+import React, { createContext } from 'react';
+import { useGetPdfTemplates } from '@/hooks/query/pdf-templates';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+
+interface BrandingTemplatesBootValues {
+  pdfTemplates: any;
+  isPdfTemplatesLoading: boolean;
+}
+
+const BrandingTemplatesBootContext = createContext<BrandingTemplatesBootValues>(
+  {} as BrandingTemplatesBootValues,
+);
+
+interface BrandingTemplatesBootProps {
+  children: React.ReactNode;
+}
+
+function BrandingTemplatesBoot({ ...props }: BrandingTemplatesBootProps) {
+  const { payload } = useDrawerContext();
+  const resource = payload?.resource || null;
+
+  const { data: pdfTemplates, isLoading: isPdfTemplatesLoading } =
+    useGetPdfTemplates({ resource });
+
+  const provider = {
+    pdfTemplates,
+    isPdfTemplatesLoading,
+  } as BrandingTemplatesBootValues;
+
+  return <BrandingTemplatesBootContext.Provider value={provider} {...props} />;
+}
+
+const useBrandingTemplatesBoot = () =>
+  React.useContext<BrandingTemplatesBootValues>(BrandingTemplatesBootContext);
+
+export { BrandingTemplatesBoot, useBrandingTemplatesBoot };

packages/webapp/src/containers/BrandingTemplates/BrandingTemplatesContent.tsx

@@ -0,0 +1,46 @@
+// @ts-nocheck
+import * as R from 'ramda';
+import { Button, Classes, Intent } from '@blueprintjs/core';
+import { BrandingTemplatesBoot } from './BrandingTemplatesBoot';
+import { Box, Card, DrawerHeaderContent, Group } from '@/components';
+import { DRAWERS } from '@/constants/drawers';
+import { BrandingTemplatesTable } from './BrandingTemplatesTable';
+import { BrandingTemplateActionsBar } from './BrandingTemplatesActionsBar';
+import withDrawerActions from '@/containers/Drawer/withDrawerActions';
+
+export default function BrandingTemplateContent() {
+  return (
+    <Box>
+      <DrawerHeaderContent
+        name={DRAWERS.BRANDING_TEMPLATES}
+        title={'Branding Templates'}
+      />
+      <Box className={Classes.DRAWER_BODY}>
+        <BrandingTemplatesBoot>
+          <BrandingTemplateActionsBar />
+
+          <Card style={{ padding: 0 }}>
+            <BrandingTemplatesTable />
+          </Card>
+        </BrandingTemplatesBoot>
+      </Box>
+    </Box>
+  );
+}
+
+const BrandingTemplateHeader = R.compose(withDrawerActions)(
+  ({ openDrawer }) => {
+    const handleCreateBtnClick = () => {
+      openDrawer(DRAWERS.INVOICE_CUSTOMIZE);
+    };
+    return (
+      <Group>
+        <Button intent={Intent.PRIMARY} onClick={handleCreateBtnClick}>
+          Create Invoice Branding
+        </Button>
+      </Group>
+    );
+  },
+);
+
+BrandingTemplateHeader.displayName = 'BrandingTemplateHeader';

packages/webapp/src/containers/BrandingTemplates/BrandingTemplatesDrawer.tsx

@@ -0,0 +1,38 @@
+// @ts-nocheck
+import React from 'react';
+import * as R from 'ramda';
+import { Drawer, DrawerSuspense } from '@/components';
+import withDrawers from '@/containers/Drawer/withDrawers';
+
+const BrandingTemplatesContent = React.lazy(
+  () => import('./BrandingTemplatesContent'),
+);
+
+/**
+ * Invoice customize drawer.
+ * @returns {React.ReactNode}
+ */
+function BrandingTemplatesDrawerRoot({
+  name,
+  // #withDrawer
+  isOpen,
+  payload,
+}) {
+  return (
+    <Drawer
+      isOpen={isOpen}
+      name={name}
+      payload={payload}
+      size={'600px'}
+      style={{ borderLeftColor: '#cbcbcb' }}
+    >
+      <DrawerSuspense>
+        <BrandingTemplatesContent />
+      </DrawerSuspense>
+    </Drawer>
+  );
+}
+
+export const BrandingTemplatesDrawer = R.compose(withDrawers())(
+  BrandingTemplatesDrawerRoot,
+);

packages/webapp/src/containers/BrandingTemplates/BrandingTemplatesSelectFields.tsx

@@ -0,0 +1,46 @@
+import { Button } from '@blueprintjs/core';
+import styled from 'styled-components';
+import { FFormGroup } from '@/components';
+
+export const BrandingThemeFormGroup = styled(FFormGroup)`
+  margin-bottom: 0;
+
+  .bp4-label {
+    color: #7a8492;
+  }
+
+  &.bp4-inline label.bp4-label {
+    margin-right: 0;
+  }
+`;
+
+export const BrandingThemeSelectButton = styled(Button)`
+  position: relative;
+  padding-right: 26px;
+
+  &::after {
+    content: '';
+    display: inline-block;
+    width: 0;
+    height: 0;
+
+    border-left: 4px solid transparent;
+    border-right: 4px solid transparent;
+    border-top: 5px solid #98a1ae;
+
+    position: absolute;
+    right: -2px;
+    top: 50%;
+    margin-top: -2px;
+    margin-right: 12px;
+    border-radius: 1px;
+  }
+`;
+
+
+export const convertBrandingTemplatesToOptions = (brandingTemplates: Array<any>) => {
+  return brandingTemplates?.map(
+    (template) =>
+      ({ text: template.template_name, value: template.id } || []),
+  )
+}

packages/webapp/src/containers/BrandingTemplates/BrandingTemplatesTable.tsx

@@ -0,0 +1,73 @@
+// @ts-nocheck
+import * as R from 'ramda';
+import { DataTable, TableSkeletonRows } from '@/components';
+import { useBrandingTemplatesBoot } from './BrandingTemplatesBoot';
+import { ActionsMenu } from './_components';
+import { DRAWERS } from '@/constants/drawers';
+import withAlertActions from '@/containers/Alert/withAlertActions';
+import withDrawerActions from '@/containers/Drawer/withDrawerActions';
+import { getCustomizeDrawerNameFromResource } from './_utils';
+import { useBrandingTemplatesColumns } from './_hooks';
+import styles from './BrandTemplates.module.scss';
+
+interface BrandingTemplatesTableProps {}
+
+function BrandingTemplateTableRoot({
+  openAlert,
+  openDrawer,
+}: BrandingTemplatesTableProps) {
+  // Table columns.
+  const columns = useBrandingTemplatesColumns();
+  const { isPdfTemplatesLoading, pdfTemplates } = useBrandingTemplatesBoot();
+
+  const handleEditTemplate = (template) => {
+    openDrawer(DRAWERS.INVOICE_CUSTOMIZE, {
+      templateId: template.id,
+      resource: template.resource,
+    });
+  };
+
+  const handleDeleteTemplate = (template) => {
+    openAlert('branding-template-delete', { templateId: template.id });
+  };
+
+  const handleCellClick = (cell, event) => {
+    const templateId = cell.row.original.id;
+    const resource = cell.row.original.resource;
+
+    // Retrieves the customize drawer name from the given resource name.
+    const drawerName = getCustomizeDrawerNameFromResource(resource);
+
+    openDrawer(drawerName, { templateId, resource });
+  };
+
+  // Handle mark as default button click.
+  const handleMarkDefaultTemplate = (template) => {
+    openAlert('branding-template-mark-default', { templateId: template.id });
+  };
+
+  return (
+    <DataTable
+      columns={columns}
+      data={pdfTemplates || []}
+      loading={isPdfTemplatesLoading}
+      progressBarLoading={isPdfTemplatesLoading}
+      TableLoadingRenderer={TableSkeletonRows}
+      ContextMenu={ActionsMenu}
+      noInitialFetch={true}
+      payload={{
+        onDeleteTemplate: handleDeleteTemplate,
+        onEditTemplate: handleEditTemplate,
+        onMarkDefaultTemplate: handleMarkDefaultTemplate,
+      }}
+      rowContextMenu={ActionsMenu}
+      onCellClick={handleCellClick}
+      className={styles.table}
+    />
+  );
+}
+
+export const BrandingTemplatesTable = R.compose(
+  withAlertActions,
+  withDrawerActions,
+)(BrandingTemplateTableRoot);

packages/webapp/src/containers/BrandingTemplates/_components.tsx

@@ -0,0 +1,35 @@
+// @ts-nocheck
+import { safeCallback } from '@/utils';
+import { Intent, Menu, MenuDivider, MenuItem } from '@blueprintjs/core';
+
+/**
+ * Templates table actions menu.
+ */
+export function ActionsMenu({
+  row: { original },
+  payload: { onDeleteTemplate, onEditTemplate, onMarkDefaultTemplate },
+}) {
+  return (
+    <Menu>
+      {!original.default && (
+        <>
+          <MenuItem
+            text={'Mark as Default'}
+            onClick={safeCallback(onMarkDefaultTemplate, original)}
+          />
+          <MenuDivider />
+        </>
+      )}
+      <MenuItem
+        text={'Edit Template'}
+        onClick={safeCallback(onEditTemplate, original)}
+      />
+      <MenuDivider />
+      <MenuItem
+        text={'Delete Template'}
+        intent={Intent.DANGER}
+        onClick={safeCallback(onDeleteTemplate, original)}
+      />
+    </Menu>
+  );
+}

packages/webapp/src/containers/BrandingTemplates/_hooks.tsx

@@ -0,0 +1,25 @@
+import clsx from 'classnames';
+import { Classes, Tag } from '@blueprintjs/core';
+import { Group } from '@/components';
+
+export const useBrandingTemplatesColumns = () => {
+  return [
+    {
+      Header: 'Template Name',
+      accessor: (row: any) => (
+        <Group spacing={10}>
+          {row.template_name} {row.default && <Tag round>Default</Tag>}
+        </Group>
+      ),
+      width: 65,
+      clickable: true,
+    },
+    {
+      Header: 'Created At',
+      accessor: 'created_at_formatted',
+      width: 35,
+      className: clsx(Classes.TEXT_MUTED),
+      clickable: true,
+    },
+  ];
+};

packages/webapp/src/containers/BrandingTemplates/_utils.ts

@@ -0,0 +1,70 @@
+import { omit } from 'lodash';
+import * as R from 'ramda';
+import {
+  CreatePdfTemplateValues,
+  EditPdfTemplateValues,
+} from '@/hooks/query/pdf-templates';
+import { useBrandingTemplateBoot } from './BrandingTemplateBoot';
+import { transformToForm } from '@/utils';
+import { BrandingTemplateValues } from './types';
+import { useFormikContext } from 'formik';
+import { DRAWERS } from '@/constants/drawers';
+
+export const transformToEditRequest = <T extends BrandingTemplateValues>(
+  values: T,
+): EditPdfTemplateValues => {
+  return {
+    templateName: values.templateName,
+    attributes: omit(values, ['templateName']),
+  };
+};
+
+export const transformToNewRequest = <T extends BrandingTemplateValues>(
+  values: T,
+  resource: string,
+): CreatePdfTemplateValues => {
+  return {
+    resource,
+    templateName: values.templateName,
+    attributes: omit(values, ['templateName']),
+  };
+};
+
+export const useBrandingTemplateFormInitialValues = <
+  T extends BrandingTemplateValues,
+>(
+  initialValues = {},
+) => {
+  const { pdfTemplate } = useBrandingTemplateBoot();
+
+  const defaultPdfTemplate = {
+    templateName: pdfTemplate?.templateName,
+    ...pdfTemplate?.attributes,
+  };
+  return {
+    ...initialValues,
+    ...(transformToForm(defaultPdfTemplate, initialValues) as T),
+  };
+};
+
+export const getCustomizeDrawerNameFromResource = (resource: string) => {
+  const pairs = {
+    SaleInvoice: DRAWERS.INVOICE_CUSTOMIZE,
+    SaleEstimate: DRAWERS.ESTIMATE_CUSTOMIZE,
+    SaleReceipt: DRAWERS.RECEIPT_CUSTOMIZE,
+    CreditNote: DRAWERS.CREDIT_NOTE_CUSTOMIZE,
+    PaymentReceive: DRAWERS.PAYMENT_RECEIVED_CUSTOMIZE,
+  };
+  return R.prop(resource, pairs) || DRAWERS.INVOICE_CUSTOMIZE;
+};
+
+export const getButtonLabelFromResource = (resource: string) => {
+  const pairs = {
+    SaleInvoice: 'Create Invoice Branding',
+    SaleEstimate: 'Create Estimate Branding',
+    SaleReceipt: 'Create Receipt Branding',
+    CreditNote: 'Create Credit Note Branding',
+    PaymentReceive: 'Create Payment Branding',
+  };
+  return R.prop(resource, pairs) || 'Create Branding Template'; 
+}

packages/webapp/src/containers/BrandingTemplates/alerts/BrandingTemplatesAlerts.ts

@@ -0,0 +1,18 @@
+// @ts-nocheck
+import React from 'react';
+
+const DeleteBrandingTemplateAlert = React.lazy(
+  () => import('./DeleteBrandingTemplateAlert'),
+);
+
+const MarkDefaultBrandingTemplateAlert = React.lazy(
+  () => import('./MarkDefaultBrandingTemplateAlert'),
+);
+
+export const BrandingTemplatesAlerts = [
+  { name: 'branding-template-delete', component: DeleteBrandingTemplateAlert },
+  {
+    name: 'branding-template-mark-default',
+    component: MarkDefaultBrandingTemplateAlert,
+  },
+];

packages/webapp/src/containers/BrandingTemplates/alerts/DeleteBrandingTemplateAlert.tsx

@@ -0,0 +1,85 @@
+// @ts-nocheck
+import React from 'react';
+import intl from 'react-intl-universal';
+import { AppToaster } from '@/components';
+import { Alert, Intent } from '@blueprintjs/core';
+import { useDeletePdfTemplate } from '@/hooks/query/pdf-templates';
+
+import withAlertStoreConnect from '@/containers/Alert/withAlertStoreConnect';
+import withAlertActions from '@/containers/Alert/withAlertActions';
+
+import { compose } from '@/utils';
+
+/**
+ * Delete branding template alert.
+ */
+function DeleteBrandingTemplateAlert({
+  // #ownProps
+  name,
+
+  // #withAlertStoreConnect
+  isOpen,
+  payload: { templateId },
+
+  // #withAlertActions
+  closeAlert,
+}) {
+  const { mutateAsync: deleteBrandingTemplateMutate } = useDeletePdfTemplate();
+
+  const handleConfirmDelete = () => {
+    deleteBrandingTemplateMutate({ templateId })
+      .then(() => {
+        AppToaster.show({
+          message: 'The branding template has been deleted successfully.',
+          intent: Intent.SUCCESS,
+        });
+        closeAlert(name);
+      })
+      .catch(
+        ({
+          response: {
+            data: { errors },
+          },
+        }) => {
+          if (
+            errors.find(
+              (error) => error.type === 'CANNOT_DELETE_PREDEFINED_PDF_TEMPLATE',
+            )
+          ) {
+            AppToaster.show({
+              message: 'Cannot delete a predefined branding template.',
+              intent: Intent.DANGER,
+            });
+          } else {
+            AppToaster.show({
+              message: 'Something went wrong.',
+              intent: Intent.DANGER,
+            });
+          }
+          closeAlert(name);
+        },
+      );
+  };
+
+  const handleCancel = () => {
+    closeAlert(name);
+  };
+
+  return (
+    <Alert
+      cancelButtonText={intl.get('cancel')}
+      confirmButtonText={intl.get('delete')}
+      intent={Intent.DANGER}
+      isOpen={isOpen}
+      onCancel={handleCancel}
+      onConfirm={handleConfirmDelete}
+    >
+      <p>Are you sure want to delete branding template?</p>
+    </Alert>
+  );
+}
+
+export default compose(
+  withAlertStoreConnect(),
+  withAlertActions,
+)(DeleteBrandingTemplateAlert);

packages/webapp/src/containers/BrandingTemplates/alerts/MarkDefaultBrandingTemplateAlert.tsx

@@ -0,0 +1,72 @@
+// @ts-nocheck
+import React from 'react';
+import intl from 'react-intl-universal';
+import { AppToaster } from '@/components';
+import { Alert, Intent } from '@blueprintjs/core';
+import { useAssignPdfTemplateAsDefault } from '@/hooks/query/pdf-templates';
+
+import withAlertStoreConnect from '@/containers/Alert/withAlertStoreConnect';
+import withAlertActions from '@/containers/Alert/withAlertActions';
+
+import { compose } from '@/utils';
+
+/**
+ * Mark default branding template alert.
+ */
+function MarkDefaultBrandingTemplateAlert({
+  // #ownProps
+  name,
+
+  // #withAlertStoreConnect
+  isOpen,
+  payload: { templateId },
+
+  // #withAlertActions
+  closeAlert,
+}) {
+  const { mutateAsync: assignPdfTemplateAsDefault } =
+    useAssignPdfTemplateAsDefault();
+
+  const handleConfirmDelete = () => {
+    assignPdfTemplateAsDefault({ templateId })
+      .then(() => {
+        AppToaster.show({
+          message:
+            'The branding template has been marked as a default template.',
+          intent: Intent.SUCCESS,
+        });
+        closeAlert(name);
+      })
+      .catch((error) => {
+        AppToaster.show({
+          message: 'Something went wrong.',
+          intent: Intent.DANGER,
+        });
+        closeAlert(name);
+      });
+  };
+
+  const handleCancel = () => {
+    closeAlert(name);
+  };
+
+  return (
+    <Alert
+      cancelButtonText={intl.get('cancel')}
+      confirmButtonText={'Mark as Default'}
+      intent={Intent.WARNING}
+      isOpen={isOpen}
+      onCancel={handleCancel}
+      onConfirm={handleConfirmDelete}
+    >
+      <p>
+        Are you sure want to mark the given branding template as a default template?
+      </p>
+    </Alert>
+  );
+}
+
+export default compose(
+  withAlertStoreConnect(),
+  withAlertActions,
+)(MarkDefaultBrandingTemplateAlert);

packages/webapp/src/containers/BrandingTemplates/types.ts

@@ -0,0 +1,5 @@
+
+
+export interface BrandingTemplateValues {
+  templateName: string;
+}

packages/webapp/src/containers/BrandingTemplates/utils.ts

@@ -0,0 +1,8 @@
+import { useFormikContext } from 'formik';
+import { BrandingTemplateValues } from './types';
+
+export const useIsTemplateNamedFilled = () => {
+  const { values } = useFormikContext<BrandingTemplateValues>();
+
+  return values.templateName && values.templateName?.length >= 4;
+};

packages/webapp/src/containers/ElementCustomize/ElementCustomize.module.scss

@@ -0,0 +1,24 @@
+.root {
+  background: #fff;
+}
+
+.mainFields{
+  width: 400px;
+  height: 100vh;
+}
+.fieldGroup {
+
+  :global .bp4-form-content{
+    margin-left: auto;
+  }
+}
+
+.footerActions{
+  padding: 10px 16px;
+  border-top: 1px solid #d9d9d9;
+  flex-flow: row-reverse;
+}
+
+.showCompanyLogoField:global(.bp4-large){
+  font-size: 14px;
+}

packages/webapp/src/containers/ElementCustomize/ElementCustomize.tsx

@@ -0,0 +1,74 @@
+import React from 'react';
+import { Box, Group } from '@/components';
+import { ElementCustomizeProvider } from './ElementCustomizeProvider';
+import {
+  ElementCustomizeForm,
+  ElementCustomizeFormProps,
+} from './ElementCustomizerForm';
+import { ElementCustomizeTabsControllerProvider } from './ElementCustomizeTabsController';
+import { ElementCustomizeFields } from './ElementCustomizeFields';
+import { ElementCustomizePreview } from './ElementCustomizePreview';
+import { extractChildren } from '@/utils/extract-children';
+
+export interface ElementCustomizeProps<T> extends ElementCustomizeFormProps<T> {
+  children?: React.ReactNode;
+}
+
+export function ElementCustomize<T>({
+  initialValues,
+  validationSchema,
+  onSubmit,
+  children,
+}: ElementCustomizeProps<T>) {
+  const PaperTemplate = React.useMemo(
+    () => extractChildren(children, ElementCustomize.PaperTemplate),
+    [children],
+  );
+  const CustomizeTabs = React.useMemo(
+    () => extractChildren(children, ElementCustomize.FieldsTab),
+    [children],
+  );
+
+  const value = { PaperTemplate, CustomizeTabs };
+
+  return (
+    <ElementCustomizeForm
+      initialValues={initialValues}
+      validationSchema={validationSchema}
+      onSubmit={onSubmit}
+    >
+      <ElementCustomizeTabsControllerProvider>
+        <ElementCustomizeProvider value={value}>
+          <Group spacing={0} align="stretch">
+            <ElementCustomizeFields />
+            <ElementCustomizePreview />
+          </Group>
+        </ElementCustomizeProvider>
+      </ElementCustomizeTabsControllerProvider>
+    </ElementCustomizeForm>
+  );
+}
+
+export interface ElementCustomizePaperTemplateProps {
+  children?: React.ReactNode;
+}
+
+ElementCustomize.PaperTemplate = ({
+  children,
+}: ElementCustomizePaperTemplateProps) => {
+  return <>{children}</>;
+};
+
+export interface ElementCustomizeContentProps {
+  id: string;
+  label: string;
+  children?: React.ReactNode;
+}
+
+ElementCustomize.FieldsTab = ({
+  id,
+  label,
+  children,
+}: ElementCustomizeContentProps) => {
+  return <>{children}</>;
+};

packages/webapp/src/containers/ElementCustomize/ElementCustomizeFields.tsx

@@ -0,0 +1,77 @@
+// @ts-nocheck
+import React from 'react';
+import * as R from 'ramda';
+import { Button, Intent } from '@blueprintjs/core';
+import { useFormikContext } from 'formik';
+import { Box, Group, Stack } from '@/components';
+import { ElementCustomizeHeader } from './ElementCustomizeHeader';
+import { ElementCustomizeTabs } from './ElementCustomizeTabs';
+import { useElementCustomizeTabsController } from './ElementCustomizeTabsController';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+import { useElementCustomizeContext } from './ElementCustomizeProvider';
+import withDrawerActions from '@/containers/Drawer/withDrawerActions';
+import styles from './ElementCustomize.module.scss';
+
+export function ElementCustomizeFields() {
+  return (
+    <Group spacing={0} align={'stretch'} className={styles.root}>
+      <ElementCustomizeTabs />
+      <ElementCustomizeFieldsMain />
+    </Group>
+  );
+}
+
+export function ElementCustomizeFieldsMain() {
+  const { currentTabId } = useElementCustomizeTabsController();
+  const { CustomizeTabs } = useElementCustomizeContext();
+
+  const CustomizeTabPanel = React.useMemo(
+    () =>
+      React.Children.map(CustomizeTabs, (tab) => {
+        return tab.props.id === currentTabId ? tab : null;
+      }).filter(Boolean),
+    [CustomizeTabs, currentTabId],
+  );
+
+  return (
+    <Stack spacing={0} className={styles.mainFields}>
+      <ElementCustomizeHeader label={'Customize'} />
+
+      <Stack spacing={0} style={{ flex: '1 1 auto', overflow: 'auto' }}>
+        <Box style={{ flex: '1 1' }}>{CustomizeTabPanel}</Box>
+        <ElementCustomizeFooterActions />
+      </Stack>
+    </Stack>
+  );
+}
+
+function ElementCustomizeFooterActionsRoot({ closeDrawer }) {
+  const { name } = useDrawerContext();
+  const { submitForm, isSubmitting } = useFormikContext();
+
+  const handleSubmitBtnClick = () => {
+    submitForm();
+  };
+  const handleCancelBtnClick = () => {
+    closeDrawer(name);
+  };
+
+  return (
+    <Group spacing={10} className={styles.footerActions}>
+      <Button
+        onClick={handleSubmitBtnClick}
+        intent={Intent.PRIMARY}
+        style={{ minWidth: 75 }}
+        loading={isSubmitting}
+        type={'submit'}
+      >
+        Save
+      </Button>
+      <Button onClick={handleCancelBtnClick}>Cancel</Button>
+    </Group>
+  );
+}
+
+const ElementCustomizeFooterActions = R.compose(withDrawerActions)(
+  ElementCustomizeFooterActionsRoot,
+);

packages/webapp/src/containers/ElementCustomize/ElementCustomizeFieldsGroup.tsx

@@ -0,0 +1,40 @@
+// @ts-nocheck
+import { InputGroupProps, SwitchProps } from '@blueprintjs/core';
+import { FInputGroup, FSwitch, Group, Stack } from '@/components';
+import { CLASSES } from '@/constants';
+
+export function ElementCustomizeFieldsGroup({
+  label,
+  children,
+}: {
+  label: string;
+  children: React.ReactNode;
+}) {
+  return (
+    <Stack spacing={20}>
+      <h4 className={CLASSES.TEXT_MUTED} style={{ fontWeight: 600 }}>
+        {label}
+      </h4>
+
+      <Stack spacing={14}>{children}</Stack>
+    </Stack>
+  );
+}
+
+export function ElementCustomizeContentItemFieldGroup({
+  inputGroupProps,
+  switchProps,
+}: {
+  inputGroupProps: InputGroupProps;
+  switchProps?: SwitchProps;
+}) {
+  return (
+    <Group spacing={14} position={'apart'}>
+      <FSwitch {...inputGroupProps} fastField />
+
+      {switchProps?.name && (
+        <FInputGroup {...switchProps} style={{ maxWidth: 150 }} fastField />
+      )}
+    </Group>
+  );
+}

packages/webapp/src/containers/ElementCustomize/ElementCustomizeHeader.module.scss

@@ -0,0 +1,20 @@
+
+.root {
+  align-items: center;
+  border-radius: 0;
+  box-shadow: 0 1px 0 rgba(17, 20, 24, .15);
+  display: flex;
+  flex: 0 0 auto;
+  min-height: 55px;
+  padding: 5px 5px 5px 20px;
+  position: relative;
+  background-color: #fff;
+  z-index: 1;
+}
+
+.title{
+  margin: 0;
+  font-size: 20px;
+  font-weight: 500;
+  color: #666;
+}

packages/webapp/src/containers/ElementCustomize/ElementCustomizeHeader.tsx

@@ -0,0 +1,36 @@
+import { Button, Classes } from '@blueprintjs/core';
+import { Group, Icon } from '@/components';
+import styles from './ElementCustomizeHeader.module.scss';
+
+interface ElementCustomizeHeaderProps {
+  label?: string;
+  children?: React.ReactNode;
+  closeButton?: boolean;
+  onClose?: () => void;
+}
+
+export function ElementCustomizeHeader({
+  label,
+  closeButton,
+  onClose,
+  children,
+}: ElementCustomizeHeaderProps) {
+  const handleClose = () => {
+    onClose && onClose();
+  };
+  return (
+    <Group className={styles.root}>
+      {label && <h1 className={styles.title}>{label}</h1>}
+      {closeButton && (
+        <Button
+          aria-label="Close"
+          className={Classes.DIALOG_CLOSE_BUTTON}
+          icon={<Icon icon={'smallCross'} color={'#000'} />}
+          minimal={true}
+          onClick={handleClose}
+          style={{ marginLeft: 'auto' }}
+        />
+      )}
+    </Group>
+  );
+}

packages/webapp/src/containers/ElementCustomize/ElementCustomizePreview.tsx

@@ -0,0 +1,32 @@
+// @ts-nocheck
+import * as R from 'ramda';
+import { Stack } from '@/components';
+import { ElementCustomizeHeader } from './ElementCustomizeHeader';
+import { ElementCustomizePreviewContent } from './ElementCustomizePreviewContent';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+import withDrawerActions from '@/containers/Drawer/withDrawerActions';
+
+function ElementCustomizePreviewRoot({ closeDrawer }) {
+  const { name } = useDrawerContext();
+
+  const handleCloseBtnClick = () => {
+    closeDrawer(name);
+  };
+  return (
+    <Stack
+      spacing={0}
+      style={{ borderLeft: '1px solid #D9D9D9', height: '100vh', flex: '1 1' }}
+    >
+      <ElementCustomizeHeader
+        label={'Preview'}
+        closeButton
+        onClose={handleCloseBtnClick}
+      />
+      <ElementCustomizePreviewContent />
+    </Stack>
+  );
+}
+
+export const ElementCustomizePreview = R.compose(withDrawerActions)(
+  ElementCustomizePreviewRoot,
+);

packages/webapp/src/containers/ElementCustomize/ElementCustomizePreviewContent.tsx

@@ -0,0 +1,19 @@
+import { Box } from '@/components';
+import { useElementCustomizeContext } from './ElementCustomizeProvider';
+
+export function ElementCustomizePreviewContent() {
+  const { PaperTemplate } = useElementCustomizeContext();
+
+  return (
+    <Box
+      style={{
+        padding: '28px 24px 40px',
+        backgroundColor: '#F5F5F5',
+        overflow: 'auto',
+        flex: '1',
+      }}
+    >
+      {PaperTemplate}
+    </Box>
+  );
+}

packages/webapp/src/containers/ElementCustomize/ElementCustomizeProvider.tsx

@@ -0,0 +1,32 @@
+import React, { createContext, useContext } from 'react';
+
+interface ElementCustomizeValue {
+  PaperTemplate?: React.ReactNode;
+  CustomizeTabs: React.ReactNode;
+}
+
+const ElementCustomizeContext = createContext<ElementCustomizeValue>(
+  {} as ElementCustomizeValue,
+);
+
+export const ElementCustomizeProvider: React.FC<{
+  value: ElementCustomizeValue;
+  children: React.ReactNode;
+}> = ({ value, children }) => {
+  return (
+    <ElementCustomizeContext.Provider value={{ ...value }}>
+      {children}
+    </ElementCustomizeContext.Provider>
+  );
+};
+
+export const useElementCustomizeContext = (): ElementCustomizeValue => {
+  const context = useContext<ElementCustomizeValue>(ElementCustomizeContext);
+
+  if (!context) {
+    throw new Error(
+      'useElementCustomize must be used within an ElementCustomizeProvider',
+    );
+  }
+  return context;
+};

packages/webapp/src/containers/ElementCustomize/ElementCustomizeTabs.module.scss

@@ -0,0 +1,21 @@
+
+.root {
+  flex: 1;
+  min-width: 165px;
+  max-width: 165px;
+}
+
+.content{
+  padding: 5px;
+  flex: 1;
+  border-right: 1px solid #E1E1E1;
+}
+
+.tabsList{
+  width: 100%;
+  flex: 1;
+
+  :global .bp4-tab-list{
+    flex: 1;
+  }
+}

packages/webapp/src/containers/ElementCustomize/ElementCustomizeTabs.tsx

@@ -0,0 +1,42 @@
+import React from 'react';
+import { Box, Stack } from '@/components';
+import { Tab, Tabs } from '@blueprintjs/core';
+import { ElementCustomizeHeader } from './ElementCustomizeHeader';
+import {
+  ElementCustomizeTabsEnum,
+  useElementCustomizeTabsController,
+} from './ElementCustomizeTabsController';
+import { useElementCustomizeContext } from './ElementCustomizeProvider';
+import styles from './ElementCustomizeTabs.module.scss';
+
+export function ElementCustomizeTabs() {
+  const { setCurrentTabId } = useElementCustomizeTabsController();
+
+  const { CustomizeTabs } = useElementCustomizeContext();
+
+  const tabItems = React.Children.map(CustomizeTabs, (node) => ({
+    ...(React.isValidElement(node) ? node.props : {}),
+  }));
+  const handleChange = (value: ElementCustomizeTabsEnum) => {
+    setCurrentTabId(value);
+  };
+  return (
+    <Stack spacing={0} className={styles.root}>
+      <ElementCustomizeHeader label={''} />
+
+      <Box className={styles.content}>
+        <Tabs
+          vertical
+          fill
+          large
+          onChange={handleChange}
+          className={styles.tabsList}
+        >
+          {tabItems?.map(({ id, label }: { id: string; label: string }) => (
+            <Tab id={id} key={id} title={label} />
+          ))}
+        </Tabs>
+      </Box>
+    </Stack>
+  );
+}

packages/webapp/src/containers/ElementCustomize/ElementCustomizeTabsController.tsx

@@ -0,0 +1,46 @@
+import React, { createContext, useContext, useState } from 'react';
+
+export enum ElementCustomizeTabsEnum {
+  General = 'general',
+  Items = 'items',
+  Totals = 'totals'
+}
+
+const DEFAULT_TAB_ID = ElementCustomizeTabsEnum.General;
+
+interface ElementCustomizeTabsControllerValue {
+  currentTabId: ElementCustomizeTabsEnum;
+  setCurrentTabId: React.Dispatch<
+    React.SetStateAction<ElementCustomizeTabsEnum>
+  >;
+}
+
+const ElementCustomizeTabsController = createContext(
+  {} as ElementCustomizeTabsControllerValue,
+);
+
+export const useElementCustomizeTabsController = () => {
+  return useContext(ElementCustomizeTabsController);
+};
+
+interface ElementCustomizeTabsControllerProps {
+  children: React.ReactNode;
+}
+
+export const ElementCustomizeTabsControllerProvider = ({
+  children,
+}: ElementCustomizeTabsControllerProps) => {
+  const [currentTabId, setCurrentTabId] =
+    useState<ElementCustomizeTabsEnum>(DEFAULT_TAB_ID);
+
+  const value = {
+    currentTabId,
+    setCurrentTabId,
+  };
+
+  return (
+    <ElementCustomizeTabsController.Provider value={value}>
+      {children}
+    </ElementCustomizeTabsController.Provider>
+  );
+};

packages/webapp/src/containers/ElementCustomize/ElementCustomizerForm.tsx

@@ -0,0 +1,27 @@
+// @ts-nocheck
+import React from 'react';
+import { Formik, Form, FormikHelpers } from 'formik';
+
+export interface ElementCustomizeFormProps<T> {
+  initialValues?: T;
+  validationSchema?: any;
+  onSubmit?: (values: T, formikHelpers: FormikHelpers<T>) => void;
+  children?: React.ReactNode;
+}
+
+export function ElementCustomizeForm<T>({
+  initialValues,
+  validationSchema,
+  onSubmit,
+  children,
+}: ElementCustomizeFormProps<T>) {
+  return (
+    <Formik<T>
+      initialValues={{ ...initialValues }}
+      validationSchema={validationSchema}
+      onSubmit={(value, helpers) => onSubmit && onSubmit(value, helpers)}
+    >
+      <Form>{children}</Form>
+    </Formik>
+  );
+}

packages/webapp/src/containers/Purchases/CreditNotes/CreditNotesLanding/VendorsCreditNoteActionsBar.tsx

@@ -8,6 +8,11 @@ import {
   NavbarGroup,
   Intent,
   Alignment,
+  Menu,
+  MenuItem,
+  Popover,
+  PopoverInteractionKind,
+  Position,
 } from '@blueprintjs/core';
 import {
   Icon,
@@ -30,9 +35,11 @@ import withSettingsActions from '@/containers/Settings/withSettingsActions';
 import withVendorsCreditNotes from './withVendorsCreditNotes';
 import withDialogActions from '@/containers/Dialog/withDialogActions';
 import withVendorActions from './withVendorActions';
+import withDrawerActions from '@/containers/Drawer/withDrawerActions';
 
 import { compose } from '@/utils';
 import { DialogsName } from '@/constants/dialogs';
+import { DRAWERS } from '@/constants/drawers';
 
 /**
  * Vendors Credit note  table actions bar.
@@ -54,6 +61,9 @@ function VendorsCreditNoteActionsBar({
 
   // #withDialogActions
   openDialog,
+
+  // #withDrawerActions
+  openDrawer,
 }) {
   const history = useHistory();
 
@@ -92,6 +102,10 @@ function VendorsCreditNoteActionsBar({
   const handlePrintBtnClick = () => {
     downloadExportPdf({ resource: 'VendorCredit' });
   };
+  // Handle the customize button click.
+  const handleCustomizeBtnClick = () => {
+    openDrawer(DRAWERS.CREDIT_NOTE_DETAILS);
+  };
 
   return (
     <DashboardActionsBar>
@@ -152,6 +166,25 @@ function VendorsCreditNoteActionsBar({
         <NavbarDivider />
       </NavbarGroup>
       <NavbarGroup align={Alignment.RIGHT}>
+        <Popover
+          minimal={true}
+          interactionKind={PopoverInteractionKind.CLICK}
+          position={Position.BOTTOM_RIGHT}
+          modifiers={{
+            offset: { offset: '0, 4' },
+          }}
+          content={
+            <Menu>
+              <MenuItem
+                onClick={handleCustomizeBtnClick}
+                text={'Customize Credit Note'}
+              />
+            </Menu>
+          }
+        >
+          <Button icon={<Icon icon="cog-16" iconSize={16} />} minimal={true} />
+        </Popover>
+        <NavbarDivider />
         <Button
           className={Classes.MINIMAL}
           icon={<Icon icon="refresh-16" iconSize={14} />}
@@ -173,4 +206,5 @@ export default compose(
     creditNoteTableSize: vendorsCreditNoteSetting?.tableSize,
   })),
   withDialogActions,
+  withDrawerActions,
 )(VendorsCreditNoteActionsBar);

packages/webapp/src/containers/Sales/CreditNotes/CreditNoteCustomize/CreditNoteCustomizeContent.tsx

@@ -0,0 +1,48 @@
+import { useFormikContext } from 'formik';
+import { ElementCustomize } from '../../../ElementCustomize/ElementCustomize';
+import { CreditNoteCustomizeGeneralField } from './CreditNoteCustomizeGeneralFields';
+import { CreditNoteCustomizeContentFields } from './CreditNoteCutomizeContentFields';
+import { CreditNotePaperTemplate } from './CreditNotePaperTemplate';
+import { CreditNoteCustomizeValues } from './types';
+import { initialValues } from './constants';
+import { BrandingTemplateForm } from '@/containers/BrandingTemplates/BrandingTemplateForm';
+import { useDrawerActions } from '@/hooks/state';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+
+export function CreditNoteCustomizeContent() {
+  const { payload, name } = useDrawerContext();
+  const { closeDrawer } = useDrawerActions();
+
+  const templateId = payload?.templateId || null;
+
+  const handleSuccess = () => {
+    closeDrawer(name);
+  };
+
+  return (
+    <BrandingTemplateForm<CreditNoteCustomizeValues>
+      resource={'CreditNote'}
+      templateId={templateId}
+      defaultValues={initialValues}
+      onSuccess={handleSuccess}
+    >
+      <ElementCustomize.PaperTemplate>
+        <CreditNotePaperTemplateFormConnected />
+      </ElementCustomize.PaperTemplate>
+
+      <ElementCustomize.FieldsTab id={'general'} label={'General'}>
+        <CreditNoteCustomizeGeneralField />
+      </ElementCustomize.FieldsTab>
+
+      <ElementCustomize.FieldsTab id={'content'} label={'Content'}>
+        <CreditNoteCustomizeContentFields />
+      </ElementCustomize.FieldsTab>
+    </BrandingTemplateForm>
+  );
+}
+
+function CreditNotePaperTemplateFormConnected() {
+  const { values } = useFormikContext<CreditNoteCustomizeValues>();
+
+  return <CreditNotePaperTemplate {...values} />;
+}

packages/webapp/src/containers/Sales/CreditNotes/CreditNoteCustomize/CreditNoteCustomizeDrawer.tsx

@@ -0,0 +1,32 @@
+// @ts-nocheck
+import React from 'react';
+import * as R from 'ramda';
+import { Drawer, DrawerSuspense } from '@/components';
+import withDrawers from '@/containers/Drawer/withDrawers';
+
+const CreditNoteCustomizeDrawerBody = React.lazy(
+  () => import('./CreditNoteCustomizeDrawerBody'),
+);
+
+/**
+ * Invoice customize drawer.
+ * @returns {React.ReactNode}
+ */
+function CreditNoteCustomizeDrawerRoot({
+  name,
+  // #withDrawer
+  isOpen,
+  payload,
+}) {
+  return (
+    <Drawer isOpen={isOpen} name={name} payload={payload} size={'100%'}>
+      <DrawerSuspense>
+        <CreditNoteCustomizeDrawerBody />
+      </DrawerSuspense>
+    </Drawer>
+  );
+}
+
+export const CreditNoteCustomizeDrawer = R.compose(withDrawers())(
+  CreditNoteCustomizeDrawerRoot,
+);

packages/webapp/src/containers/Sales/CreditNotes/CreditNoteCustomize/CreditNoteCustomizeDrawerBody.tsx

@@ -0,0 +1,18 @@
+import { Box } from '@/components';
+import { CreditNoteCustomizeContent } from './CreditNoteCustomizeContent';
+import { Classes } from '@blueprintjs/core';
+import { BrandingTemplateBoot } from '@/containers/BrandingTemplates/BrandingTemplateBoot';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+
+export default function CreditNoteCustomizeDrawerBody() {
+  const { payload } = useDrawerContext();
+  const templateId = payload?.templateId || null;
+
+  return (
+    <Box className={Classes.DRAWER_BODY}>
+      <BrandingTemplateBoot templateId={templateId}>
+        <CreditNoteCustomizeContent />
+      </BrandingTemplateBoot>
+    </Box>
+  );
+}

packages/webapp/src/containers/Sales/CreditNotes/CreditNoteCustomize/CreditNoteCustomizeGeneralFields.tsx

@@ -0,0 +1,80 @@
+// @ts-nocheck
+import { Classes } from '@blueprintjs/core';
+import {
+  FFormGroup,
+  FieldRequiredHint,
+  FInputGroup,
+  FSwitch,
+  Stack,
+} from '@/components';
+import { FColorInput } from '@/components/Forms/FColorInput';
+import { Overlay } from '../../Invoices/InvoiceCustomize/Overlay';
+import { useIsTemplateNamedFilled } from '@/containers/BrandingTemplates/utils';
+
+export function CreditNoteCustomizeGeneralField() {
+  const isTemplateNameFilled = useIsTemplateNamedFilled();
+
+  return (
+    <Stack style={{ padding: 20, flex: '1 1 auto' }}>
+      <Stack spacing={0}>
+        <h2 style={{ fontSize: 16, marginBottom: 10 }}>General Branding</h2>
+        <p className={Classes.TEXT_MUTED}>
+          Set your invoice details to be automatically applied every timeyou
+          create a new invoice.
+        </p>
+      </Stack>
+
+      <FFormGroup
+        name={'templateName'}
+        label={'Template Name'}
+        labelInfo={<FieldRequiredHint />}
+        fastField
+        style={{ marginBottom: 10 }}
+      >
+        <FInputGroup name={'templateName'} fastField />
+      </FFormGroup>
+
+      <Overlay visible={!isTemplateNameFilled}>
+        <Stack spacing={0}>
+          <FFormGroup
+            name={'primaryColor'}
+            label={'Primary Color'}
+            style={{ justifyContent: 'space-between' }}
+            inline
+            fastField
+          >
+            <FColorInput
+              name={'primaryColor'}
+              inputProps={{ style: { maxWidth: 120 } }}
+              fastField
+            />
+          </FFormGroup>
+
+          <FFormGroup
+            name={'secondaryColor'}
+            label={'Secondary Color'}
+            style={{ justifyContent: 'space-between' }}
+            inline
+            fastField
+          >
+            <FColorInput
+              name={'secondaryColor'}
+              inputProps={{ style: { maxWidth: 120 } }}
+              fastField
+            />
+          </FFormGroup>
+
+          <FFormGroup name={'showCompanyLogo'} label={'Logo'} fastField>
+            <FSwitch
+              name={'showCompanyLogo'}
+              label={'Display company logo in the paper'}
+              style={{ fontSize: 14 }}
+              large
+              fastField
+            />
+          </FFormGroup>
+        </Stack>
+      </Overlay>
+    </Stack>
+  );
+}

packages/webapp/src/containers/Sales/CreditNotes/CreditNoteCustomize/CreditNoteCutomizeContentFields.tsx

@@ -0,0 +1,44 @@
+// @ts-nocheck
+import { Stack } from '@/components';
+import {
+  ElementCustomizeContentItemFieldGroup,
+  ElementCustomizeFieldsGroup,
+} from '@/containers/ElementCustomize/ElementCustomizeFieldsGroup';
+import { Classes } from '@blueprintjs/core';
+import { fieldsGroups } from './constants';
+
+export function CreditNoteCustomizeContentFields() {
+  return (
+    <Stack
+      spacing={10}
+      style={{ padding: 20, paddingBottom: 40, flex: '1 1 auto' }}
+    >
+      <Stack spacing={10}>
+        <h3>General Branding</h3>
+        <p className={Classes.TEXT_MUTED}>
+          Set your invoice details to be automatically applied every timeyou
+          create a new invoice.
+        </p>
+      </Stack>
+
+      <Stack>
+        {fieldsGroups.map((group) => (
+          <ElementCustomizeFieldsGroup label={group.label}>
+            {group.fields.map((item, index) => (
+              <ElementCustomizeContentItemFieldGroup
+                key={index}
+                inputGroupProps={{
+                  name: item.enableKey,
+                  label: item.label,
+                }}
+                switchProps={{
+                  name: item.labelKey,
+                }}
+              />
+            ))}
+          </ElementCustomizeFieldsGroup>
+        ))}
+      </Stack>
+    </Stack>
+  );
+}

packages/webapp/src/containers/Sales/CreditNotes/CreditNoteCustomize/CreditNotePaperTemplate.tsx

@@ -0,0 +1,194 @@
+import { Group, Stack } from '@/components';
+import {
+  PaperTemplate,
+  PaperTemplateProps,
+} from '../../Invoices/InvoiceCustomize/PaperTemplate';
+
+export interface CreditNotePaperTemplateProps extends PaperTemplateProps {
+  // Address
+  billedToAddress?: Array<string>;
+  billedFromAddress?: Array<string>;
+  showBilledToAddress?: boolean;
+  showBilledFromAddress?: boolean;
+  billedToLabel?: string;
+
+  // Total
+  total?: string;
+  showTotal?: boolean;
+  totalLabel?: string;
+
+  // Subtotal;
+  subtotal?: string;
+  showSubtotal?: boolean;
+  subtotalLabel?: string;
+
+  // Customer Note.
+  showCustomerNote?: boolean;
+  customerNote?: string;
+  customerNoteLabel?: string;
+
+  // Terms & Conditions
+  showTermsConditions?: boolean;
+  termsConditions?: string;
+  termsConditionsLabel?: string;
+
+  // Lines
+  lines?: Array<{
+    item: string;
+    description: string;
+    rate: string;
+    quantity: string;
+    total: string;
+  }>;
+
+  // Date issue.
+  creditNoteDateLabel?: string;
+  showCreditNoteDate?: boolean;
+  creditNoteDate?: string;
+
+  // Credit Number.
+  creditNoteNumebr?: string;
+  creditNoteNumberLabel?: string;
+  showCreditNoteNumber?: boolean;
+}
+
+export function CreditNotePaperTemplate({
+  primaryColor,
+  secondaryColor,
+  showCompanyLogo = true,
+  companyLogo,
+  companyName = 'Bigcapital Technology, Inc.',
+
+  // Address
+  billedToAddress = [
+    'Bigcapital Technology, Inc.',
+    '131 Continental Dr Suite 305 Newark,',
+    'Delaware 19713',
+    'United States',
+    '+1 762-339-5634',
+    'ahmed@bigcapital.app',
+  ],
+  billedFromAddress = [
+    '131 Continental Dr Suite 305 Newark,',
+    'Delaware 19713',
+    'United States',
+    '+1 762-339-5634',
+    'ahmed@bigcapital.app',
+  ],
+  showBilledToAddress = true,
+  showBilledFromAddress = true,
+  billedToLabel = 'Billed To',
+
+  // Total
+  total = '$1000.00',
+  totalLabel = 'Total',
+  showTotal = true,
+
+  // Subtotal
+  subtotal = '1000/00',
+  subtotalLabel = 'Subtotal',
+  showSubtotal = true,
+
+  // Customer note
+  showCustomerNote = true,
+  customerNote = 'It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.',
+  customerNoteLabel = 'Customer Note',
+
+  // Terms & conditions
+  showTermsConditions = true,
+  termsConditions = 'It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.',
+  termsConditionsLabel = 'Terms & Conditions',
+
+  lines = [
+    {
+      item: 'Simply dummy text',
+      description: 'Simply dummy text of the printing and typesetting',
+      rate: '1',
+      quantity: '1000',
+      total: '$1000.00',
+    },
+  ],
+  // Credit note number.
+  showCreditNoteNumber = true,
+  creditNoteNumberLabel = 'Credit Note Number',
+  creditNoteNumebr = '346D3D40-0001',
+
+  // Credit note date.
+  creditNoteDate = 'September 3, 2024',
+  showCreditNoteDate = true,
+  creditNoteDateLabel = 'Credit Note Date',
+}: CreditNotePaperTemplateProps) {
+  return (
+    <PaperTemplate
+      primaryColor={primaryColor}
+      secondaryColor={secondaryColor}
+      showCompanyLogo={showCompanyLogo}
+      companyLogo={companyLogo}
+      bigtitle={'Credit Note'}
+    >
+      <Stack spacing={24}>
+        <PaperTemplate.TermsList>
+          {showCreditNoteNumber && (
+            <PaperTemplate.TermsItem label={creditNoteNumberLabel}>
+              {creditNoteNumebr}
+            </PaperTemplate.TermsItem>
+          )}
+          {showCreditNoteDate && (
+            <PaperTemplate.TermsItem label={creditNoteDateLabel}>
+              {creditNoteDate}
+            </PaperTemplate.TermsItem>
+          )}
+        </PaperTemplate.TermsList>
+
+        <Group spacing={10}>
+          {showBilledFromAddress && (
+            <PaperTemplate.Address
+              items={[<strong>{companyName}</strong>, ...billedFromAddress]}
+            />
+          )}
+          {showBilledToAddress && (
+            <PaperTemplate.Address
+              items={[<strong>{billedToLabel}</strong>, ...billedToAddress]}
+            />
+          )}
+        </Group>
+
+        <Stack spacing={0}>
+          <PaperTemplate.Table
+            columns={[
+              { label: 'Item', accessor: 'item' },
+              { label: 'Description', accessor: 'item' },
+              { label: 'Rate', accessor: 'rate', align: 'right' },
+              { label: 'Total', accessor: 'total', align: 'right' },
+            ]}
+            data={lines}
+          />
+          <PaperTemplate.Totals>
+            {showSubtotal && (
+              <PaperTemplate.TotalLine
+                label={subtotalLabel}
+                amount={subtotal}
+              />
+            )}
+            {showTotal && (
+              <PaperTemplate.TotalLine label={totalLabel} amount={total} />
+            )}
+          </PaperTemplate.Totals>
+        </Stack>
+
+        <Stack spacing={0}>
+          {showCustomerNote && (
+            <PaperTemplate.Statement label={customerNoteLabel}>
+              {customerNote}
+            </PaperTemplate.Statement>
+          )}
+          {showTermsConditions && (
+            <PaperTemplate.Statement label={termsConditionsLabel}>
+              {termsConditions}
+            </PaperTemplate.Statement>
+          )}
+        </Stack>
+      </Stack>
+    </PaperTemplate>
+  );
+}

packages/webapp/src/containers/Sales/CreditNotes/CreditNoteCustomize/constants.ts

@@ -0,0 +1,101 @@
+export const initialValues = {
+  templateName: '',
+
+  // Colors
+  primaryColor: '#2c3dd8',
+  secondaryColor: '#2c3dd8',
+
+  // Company logo.
+  showCompanyLogo: true,
+  companyLogo:
+    'https://cdn-development.mercury.com/demo-assets/avatars/mercury-demo-dark.png',
+
+  // Address
+  showBilledToAddress: true,
+  showBilledFromAddress: true,
+  billedToLabel: 'Bill To',
+
+  // Entries
+  itemNameLabel: 'Item',
+  itemDescriptionLabel: 'Description',
+  itemRateLabel: 'Rate',
+  itemTotalLabel: 'Total',
+
+  // Total
+  showTotal: true,
+  totalLabel: 'Total',
+
+  // Subtotal
+  showSubtotal: true,
+  subtotalLabel: 'Subtotal',
+
+  // Customer Note.
+  showCustomerNote: true,
+  customerNoteLabel: 'Customer Note',
+
+  // Terms & Conditions
+  showTermsConditions: true,
+  termsConditionsLabel: 'Terms & Conditions',
+
+  // Date issue.
+  creditNoteDateLabel: 'Issue of Date',
+  showCreditNoteDate: true,
+
+  // Credit Number.
+  creditNoteNumberLabel: 'Credit Note #',
+  showCreditNoteNumber: true,
+};
+
+export const fieldsGroups = [
+  {
+    label: 'Header',
+    fields: [
+      {
+        labelKey: 'creditNoteDateLabel',
+        enableKey: 'showCreditNoteDate',
+        label: 'Issue of Date',
+      },
+      {
+        labelKey: 'creditNoteNumberLabel',
+        enableKey: 'showCreditNoteNumber',
+        label: 'Credit Note #',
+      },
+      {
+        enableKey: 'showBilledToAddress',
+        labelKey: 'billedToLabel',
+        label: 'Bill To',
+      },
+      {
+        enableKey: 'showBilledFromAddress',
+        label: 'Billed From',
+      },
+    ],
+  },
+  {
+    label: 'Totals',
+    fields: [
+      {
+        labelKey: 'subtotalLabel',
+        enableKey: 'showSubtotal',
+        label: 'Subtotal',
+      },
+      { labelKey: 'totalLabel', enableKey: 'showTotal', label: 'Total' },
+    ],
+  },
+  {
+    label: 'Footer',
+    fields: [
+      {
+        labelKey: 'termsConditionsLabel',
+        enableKey: 'showTermsConditions',
+        label: 'Terms & Conditions',
+      },
+      {
+        labelKey: 'customerNoteLabel',
+        enableKey: 'showCustomerNote',
+        label: 'Customer Note',
+        labelPlaceholder: 'Customer Note',
+      },
+    ],
+  },
+];

packages/webapp/src/containers/Sales/CreditNotes/CreditNoteCustomize/types.ts

@@ -0,0 +1,41 @@
+import { BrandingTemplateValues } from '@/containers/BrandingTemplates/types';
+
+export interface CreditNoteCustomizeValues extends BrandingTemplateValues {
+  // Colors
+  primaryColor?: string;
+  secondaryColor?: string;
+
+  // Company Logo
+  showCompanyLogo?: boolean;
+  companyLogo?: string;
+
+  // Entries
+  itemNameLabel?: string;
+  itemDescriptionLabel?: string;
+  itemRateLabel?: string;
+  itemTotalLabel?: string;
+
+  // Total
+  showTotal?: boolean;
+  totalLabel?: string;
+
+  // Subtotal
+  showSubtotal?: boolean;
+  subtotalLabel?: string;
+
+  // Customer Note.
+  showCustomerNote?: boolean;
+  customerNoteLabel?: string;
+
+  // Terms & Conditions
+  showTermsConditions?: boolean;
+  termsConditionsLabel?: string;
+
+  // Date issue.
+  creditNoteDateLabel?: string;
+  showCreditNoteDate?: boolean;
+
+  // Credit Number.
+  creditNoteNumberLabel?: string;
+  showCreditNoteNumber?: boolean;
+}

packages/webapp/src/containers/Sales/CreditNotes/CreditNoteForm/CreditNoteFloatingActions.tsx

@@ -12,10 +12,15 @@ import {
   Menu,
   MenuItem,
 } from '@blueprintjs/core';
-import { If, Icon, FormattedMessage as T, Group } from '@/components';
+import { If, Icon, FormattedMessage as T, Group, FSelect } from '@/components';
 import { CLASSES } from '@/constants/classes';
 import classNames from 'classnames';
 import { useCreditNoteFormContext } from './CreditNoteFormProvider';
+import {
+  BrandingThemeFormGroup,
+  BrandingThemeSelectButton,
+} from '@/containers/BrandingTemplates/BrandingTemplatesSelectFields';
+import { useCreditNoteFormBrandingTemplatesOptions } from './utils';
 
 /**
  * Credit note floating actions.
@@ -74,6 +79,8 @@ export default function CreditNoteFloatingActions() {
     resetForm();
   };
 
+  const brandingTemplatesOptions = useCreditNoteFormBrandingTemplatesOptions();
+
   return (
     <Group
       spacing={10}
@@ -190,6 +197,25 @@ export default function CreditNoteFloatingActions() {
         onClick={handleCancelBtnClick}
         text={<T id={'cancel'} />}
       />
+
+      {/* ----------- Branding Template Select ----------- */}
+      <BrandingThemeFormGroup
+        name={'pdf_template_id'}
+        label={'Branding'}
+        inline
+        fastField
+        style={{ marginLeft: 20 }}
+      >
+        <FSelect
+          name={'pdf_template_id'}
+          items={brandingTemplatesOptions}
+          input={({ activeItem, text, label, value }) => (
+            <BrandingThemeSelectButton text={text || 'Brand Theme'} minimal />
+          )}
+          filterable={false}
+          popoverProps={{ minimal: true }}
+        />
+      </BrandingThemeFormGroup>
     </Group>
   );
 }

packages/webapp/src/containers/Sales/CreditNotes/CreditNoteForm/CreditNoteFormProvider.tsx

@@ -18,6 +18,7 @@ import {
   useSettingsCreditNotes,
   useInvoice,
 } from '@/hooks/query';
+import { useGetPdfTemplates } from '@/hooks/query/pdf-templates';
 
 const CreditNoteFormContext = React.createContext();
 
@@ -73,6 +74,10 @@ function CreditNoteFormProvider({ creditNoteId, ...props }) {
     isSuccess: isBranchesSuccess,
   } = useBranches({}, { enabled: isBranchFeatureCan });
 
+  // Fetches branding templates of invoice.
+  const { data: brandingTemplates, isLoading: isBrandingTemplatesLoading } =
+    useGetPdfTemplates({ resource: 'PaymentReceive' });
+
   // Handle fetching settings.
   useSettingsCreditNotes();
 
@@ -115,13 +120,18 @@ function CreditNoteFormProvider({ creditNoteId, ...props }) {
     createCreditNoteMutate,
     editCreditNoteMutate,
     setSubmitPayload,
+
+    // Branding templates.
+    brandingTemplates,
+    isBrandingTemplatesLoading,
   };
 
   const isLoading =
     isItemsLoading ||
     isCustomersLoading ||
     isCreditNoteLoading ||
-    isInvoiceLoading;
+    isInvoiceLoading ||
+    isBrandingTemplatesLoading;
 
   return (
     <DashboardInsider loading={isLoading} name={'credit-note-form'}>

packages/webapp/src/containers/Sales/CreditNotes/CreditNoteForm/utils.tsx

@@ -24,6 +24,7 @@ import {
   transformAttachmentsToForm,
   transformAttachmentsToRequest,
 } from '@/containers/Attachments/utils';
+import { convertBrandingTemplatesToOptions } from '@/containers/BrandingTemplates/BrandingTemplatesSelectFields';
 
 export const MIN_LINES_NUMBER = 1;
 
@@ -54,7 +55,8 @@ export const defaultCreditNote = {
   exchange_rate: 1,
   currency_code: '',
   entries: [...repeatValue(defaultCreditNoteEntry, MIN_LINES_NUMBER)],
-  attachments: []
+  attachments: [],
+  pdf_template_id: '',
 };
 
 /**
@@ -214,3 +216,13 @@ export const useCreditNoteIsForeignCustomer = () => {
   );
   return isForeignCustomer;
 };
+
+
+export const useCreditNoteFormBrandingTemplatesOptions = () => {
+  const { brandingTemplates } = useCreditNoteFormContext();
+
+  return React.useMemo(
+    () => convertBrandingTemplatesToOptions(brandingTemplates),
+    [brandingTemplates],
+  );
+};

packages/webapp/src/containers/Sales/CreditNotes/CreditNotesLanding/CreditNotesActionsBar.tsx

@@ -6,6 +6,11 @@ import {
   NavbarDivider,
   NavbarGroup,
   Alignment,
+  Menu,
+  MenuItem,
+  Popover,
+  PopoverInteractionKind,
+  Position,
 } from '@blueprintjs/core';
 import { useHistory } from 'react-router-dom';
 import {
@@ -28,9 +33,11 @@ import withCreditNotesActions from './withCreditNotesActions';
 import withSettings from '@/containers/Settings/withSettings';
 import withSettingsActions from '@/containers/Settings/withSettingsActions';
 import withDialogActions from '@/containers/Dialog/withDialogActions';
+import withDrawerActions from '@/containers/Drawer/withDrawerActions';
 
 import { DialogsName } from '@/constants/dialogs';
 import { compose } from '@/utils';
+import { DRAWERS } from '@/constants/drawers';
 
 /**
  * Credit note table actions bar.
@@ -50,6 +57,9 @@ function CreditNotesActionsBar({
 
   // #withDialogActions
   openDialog,
+
+  // #withDrawerActions
+  openDrawer
 }) {
   const history = useHistory();
 
@@ -89,6 +99,10 @@ function CreditNotesActionsBar({
   const handlePrintBtnClick = () => {
     downloadExportPdf({ resource: 'CreditNote' });
   };
+  // Handle the customize button click.
+  const handleCustomizeBtnClick = () => {
+    openDrawer(DRAWERS.BRANDING_TEMPLATES, { resource: 'CreditNote' });
+  }
 
   return (
     <DashboardActionsBar>
@@ -149,6 +163,25 @@ function CreditNotesActionsBar({
         <NavbarDivider />
       </NavbarGroup>
       <NavbarGroup align={Alignment.RIGHT}>
+        <Popover
+          minimal={true}
+          interactionKind={PopoverInteractionKind.CLICK}
+          position={Position.BOTTOM_RIGHT}
+          modifiers={{
+            offset: { offset: '0, 4' },
+          }}
+          content={
+            <Menu>
+              <MenuItem
+                onClick={handleCustomizeBtnClick}
+                text={'Customize Templates'}
+              />
+            </Menu>
+          }
+        >
+          <Button icon={<Icon icon="cog-16" iconSize={16} />} minimal={true} />
+        </Popover>
+        <NavbarDivider />
         <Button
           className={Classes.MINIMAL}
           icon={<Icon icon="refresh-16" iconSize={14} />}
@@ -169,4 +202,5 @@ export default compose(
     creditNoteTableSize: creditNoteSettings?.tableSize,
   })),
   withDialogActions,
+  withDrawerActions
 )(CreditNotesActionsBar);

packages/webapp/src/containers/Sales/Estimates/EstimateCustomize/EstimateCustomizeContent.tsx

@@ -0,0 +1,47 @@
+import { useFormikContext } from 'formik';
+import { ElementCustomize } from '../../../ElementCustomize/ElementCustomize';
+import { EstimateCustomizeGeneralField } from './EstimateCustomizeFieldsGeneral';
+import { EstimateCustomizeContentFields } from './EstimateCustomizeFieldsContent';
+import { EstimatePaperTemplate } from './EstimatePaperTemplate';
+import { EstimateCustomizeValues } from './types';
+import { initialValues } from './constants';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+import { useDrawerActions } from '@/hooks/state';
+import { BrandingTemplateForm } from '@/containers/BrandingTemplates/BrandingTemplateForm';
+
+export function EstimateCustomizeContent() {
+  const { payload, name } = useDrawerContext();
+  const { closeDrawer } = useDrawerActions();
+  const templateId = payload?.templateId || null;
+
+  const handleSuccess = () => {
+    closeDrawer(name);
+  };
+
+  return (
+    <BrandingTemplateForm<EstimateCustomizeValues>
+      templateId={templateId}
+      defaultValues={initialValues}
+      onSuccess={handleSuccess}
+      resource={'SaleEstimate'}
+    >
+      <ElementCustomize.PaperTemplate>
+        <EstimatePaperTemplateFormConnected />
+      </ElementCustomize.PaperTemplate>
+
+      <ElementCustomize.FieldsTab id={'general'} label={'General'}>
+        <EstimateCustomizeGeneralField />
+      </ElementCustomize.FieldsTab>
+
+      <ElementCustomize.FieldsTab id={'content'} label={'Content'}>
+        <EstimateCustomizeContentFields />
+      </ElementCustomize.FieldsTab>
+    </BrandingTemplateForm>
+  );
+}
+
+function EstimatePaperTemplateFormConnected() {
+  const { values } = useFormikContext<EstimateCustomizeValues>();
+
+  return <EstimatePaperTemplate {...values} />;
+}

packages/webapp/src/containers/Sales/Estimates/EstimateCustomize/EstimateCustomizeDrawer.tsx

@@ -0,0 +1,33 @@
+// @ts-nocheck
+import React from 'react';
+import * as R from 'ramda';
+import { Drawer, DrawerSuspense } from '@/components';
+import withDrawers from '@/containers/Drawer/withDrawers';
+
+const EstimateCustomizeDrawerBody = React.lazy(
+  () => import('./EstimateCustomizeDrawerBody'),
+);
+
+/**
+ * Estimate customize drawer.
+ * @returns {React.ReactNode}
+ */
+function EstimateCustomizeDrawerRoot({
+  name,
+
+  // #withDrawer
+  isOpen,
+  payload,
+}) {
+  return (
+    <Drawer isOpen={isOpen} name={name} payload={payload} size={'100%'}>
+      <DrawerSuspense>
+        <EstimateCustomizeDrawerBody />
+      </DrawerSuspense>
+    </Drawer>
+  );
+}
+
+export const EstimateCustomizeDrawer = R.compose(withDrawers())(
+  EstimateCustomizeDrawerRoot,
+);

packages/webapp/src/containers/Sales/Estimates/EstimateCustomize/EstimateCustomizeDrawerBody.tsx

@@ -0,0 +1,18 @@
+import { Box } from '@/components';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+import { BrandingTemplateBoot } from '@/containers/BrandingTemplates/BrandingTemplateBoot';
+import { Classes } from '@blueprintjs/core';
+import { EstimateCustomizeContent } from './EstimateCustomizeContent';
+
+export default function EstimateCustomizeDrawerBody() {
+  const { payload } = useDrawerContext();
+  const templateId = payload?.templateId || null;
+
+  return (
+    <Box className={Classes.DRAWER_BODY}>
+      <BrandingTemplateBoot templateId={templateId}>
+        <EstimateCustomizeContent />
+      </BrandingTemplateBoot>
+    </Box>
+  );
+}

packages/webapp/src/containers/Sales/Estimates/EstimateCustomize/EstimateCustomizeFieldsContent.tsx

@@ -0,0 +1,46 @@
+// @ts-nocheck
+import { FInputGroup, FSwitch, Group, Stack } from '@/components';
+import { CLASSES } from '@/constants';
+import { Classes } from '@blueprintjs/core';
+import { fieldsGroups } from './constants';
+
+export function EstimateCustomizeContentFields() {
+  return (
+    <Stack
+      spacing={10}
+      style={{ padding: 20, paddingBottom: 40, flex: '1 1 auto' }}
+    >
+      <Stack spacing={10}>
+        <h3>General Branding</h3>
+        <p className={Classes.TEXT_MUTED}>
+          Set your invoice details to be automatically applied every time
you
+          create a new invoice.
+        </p>
+      </Stack>
+
+      <Stack>
+        {fieldsGroups.map((group) => (
+          <>
+            <h4 className={CLASSES.TEXT_MUTED} style={{ fontWeight: 600 }}>
+              {group.label}
+            </h4>
+            <Stack spacing={14}>
+              {group.fields.map((item, index) => (
+                <Group spacing={14} position={'apart'} key={index}>
+                  <FSwitch name={item.enableKey} label={item.label} fastField />
+                  {item.labelKey && (
+                    <FInputGroup
+                      name={item.labelKey}
+                      style={{ maxWidth: 150 }}
+                      fastField
+                    />
+                  )}
+                </Group>
+              ))}
+            </Stack>
+          </>
+        ))}
+      </Stack>
+    </Stack>
+  );
+}

packages/webapp/src/containers/Sales/Estimates/EstimateCustomize/EstimateCustomizeFieldsGeneral.tsx

@@ -0,0 +1,81 @@
+// @ts-nocheck
+import { Classes, Text } from '@blueprintjs/core';
+import {
+  FFormGroup,
+  FInputGroup,
+  FSwitch,
+  FieldRequiredHint,
+  Group,
+  Stack,
+} from '@/components';
+import { FColorInput } from '@/components/Forms/FColorInput';
+import { useIsTemplateNamedFilled } from '@/containers/BrandingTemplates/utils';
+import { Overlay } from '../../Invoices/InvoiceCustomize/Overlay';
+
+export function EstimateCustomizeGeneralField() {
+  const isTemplateNameFilled = useIsTemplateNamedFilled();
+
+  return (
+    <Stack style={{ padding: 20, flex: '1 1 auto' }}>
+      <Stack spacing={0}>
+        <h2 style={{ fontSize: 16, marginBottom: 10 }}>General Branding</h2>
+        <p className={Classes.TEXT_MUTED}>
+          Set your invoice details to be automatically applied every timeyou
+          create a new invoice.
+        </p>
+      </Stack>
+
+      <FFormGroup
+        name={'templateName'}
+        label={'Template Name'}
+        labelInfo={<FieldRequiredHint />}
+        fastField
+        style={{ marginBottom: 10 }}
+      >
+        <FInputGroup name={'templateName'} fastField />
+      </FFormGroup>
+
+      <Overlay visible={!isTemplateNameFilled}>
+        <Stack spacing={0}>
+          <FFormGroup
+            name={'primaryColor'}
+            label={'Primary Color'}
+            style={{ justifyContent: 'space-between' }}
+            inline
+            fastField
+          >
+            <FColorInput
+              name={'primaryColor'}
+              inputProps={{ style: { maxWidth: 120 } }}
+              fastField
+            />
+          </FFormGroup>
+
+          <FFormGroup
+            name={'secondaryColor'}
+            label={'Secondary Color'}
+            style={{ justifyContent: 'space-between' }}
+            inline
+            fastField
+          >
+            <FColorInput
+              name={'secondaryColor'}
+              inputProps={{ style: { maxWidth: 120 } }}
+              fastField
+            />
+          </FFormGroup>
+
+          <FFormGroup name={'showCompanyLogo'} label={'Logo'} fastField>
+            <FSwitch
+              name={'showCompanyLogo'}
+              label={'Display company logo in the paper'}
+              style={{ fontSize: 14 }}
+              large
+              fastField
+            />
+          </FFormGroup>
+        </Stack>
+      </Overlay>
+    </Stack>
+  );
+}

packages/webapp/src/containers/Sales/Estimates/EstimateCustomize/EstimatePaperTemplate.tsx

@@ -0,0 +1,200 @@
+import { Group, Stack } from '@/components';
+import {
+  PaperTemplate,
+  PaperTemplateProps,
+} from '../../Invoices/InvoiceCustomize/PaperTemplate';
+
+export interface EstimatePaperTemplateProps extends PaperTemplateProps {
+  estimateNumebr?: string;
+  estimateNumberLabel?: string;
+  showEstimateNumber?: boolean;
+
+  expirationDate?: string;
+  showExpirationDate?: boolean;
+  expirationDateLabel?: string;
+
+  estimateDateLabel?: string;
+  showEstimateDate?: boolean;
+  estimateDate?: string;
+
+  companyName?: string;
+
+  // Address
+  showBilledToAddress?: boolean;
+  billedToAddress?: Array<string>;
+
+  showBilledFromAddress?: boolean;
+  billedFromAddress?: Array<string>;
+  billedToLabel?: string;
+
+  // Totals
+  total?: string;
+  showTotal?: boolean;
+  totalLabel?: string;
+
+  subtotal?: string;
+  showSubtotal?: boolean;
+  subtotalLabel?: string;
+
+  // Statements
+  showCustomerNote?: boolean;
+  customerNote?: string;
+  customerNoteLabel?: string;
+
+  showTermsConditions?: boolean;
+  termsConditions?: string;
+  termsConditionsLabel?: string;
+
+  lines?: Array<{
+    item: string;
+    description: string;
+    rate: string;
+    quantity: string;
+    total: string;
+  }>;
+}
+
+export function EstimatePaperTemplate({
+  primaryColor,
+  secondaryColor,
+  showCompanyLogo = true,
+  companyLogo,
+  companyName,
+
+  billedToAddress = [
+    'Bigcapital Technology, Inc.',
+    '131 Continental Dr Suite 305 Newark,',
+    'Delaware 19713',
+    'United States',
+    '+1 762-339-5634',
+    'ahmed@bigcapital.app',
+  ],
+  billedFromAddress = [
+    '131 Continental Dr Suite 305 Newark,',
+    'Delaware 19713',
+    'United States',
+    '+1 762-339-5634',
+    'ahmed@bigcapital.app',
+  ],
+  showBilledFromAddress = true,
+  showBilledToAddress = true,
+  billedToLabel = 'Billed To',
+
+  total = '$1000.00',
+  totalLabel = 'Total',
+  showTotal = true,
+
+  subtotal = '1000/00',
+  subtotalLabel = 'Subtotal',
+  showSubtotal = true,
+
+  showCustomerNote = true,
+  customerNote = 'It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.',
+  customerNoteLabel = 'Customer Note',
+
+  showTermsConditions = true,
+  termsConditions = 'It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.',
+  termsConditionsLabel = 'Terms & Conditions',
+
+  lines = [
+    {
+      item: 'Simply dummy text',
+      description: 'Simply dummy text of the printing and typesetting',
+      rate: '1',
+      quantity: '1000',
+      total: '$1000.00',
+    },
+  ],
+  showEstimateNumber = true,
+  estimateNumberLabel = 'Estimate Number',
+  estimateNumebr = '346D3D40-0001',
+
+  estimateDate = 'September 3, 2024',
+  showEstimateDate = true,
+  estimateDateLabel = 'Estimate Date',
+
+  expirationDateLabel = 'Expiration Date',
+  showExpirationDate = true,
+  expirationDate = 'September 3, 2024',
+}: EstimatePaperTemplateProps) {
+  return (
+    <PaperTemplate
+      primaryColor={primaryColor}
+      secondaryColor={secondaryColor}
+      showCompanyLogo={showCompanyLogo}
+      companyLogo={companyLogo}
+      bigtitle={'Estimate'}
+    >
+      <Stack spacing={24}>
+        <PaperTemplate.TermsList>
+          {showEstimateNumber && (
+            <PaperTemplate.TermsItem label={estimateNumberLabel}>
+              {estimateNumebr}
+            </PaperTemplate.TermsItem>
+          )}
+
+          {showEstimateDate && (
+            <PaperTemplate.TermsItem label={estimateDateLabel}>
+              {estimateDate}
+            </PaperTemplate.TermsItem>
+          )}
+
+          {showExpirationDate && (
+            <PaperTemplate.TermsItem label={expirationDateLabel}>
+              {expirationDate}
+            </PaperTemplate.TermsItem>
+          )}
+        </PaperTemplate.TermsList>
+
+        <Group spacing={10}>
+          {showBilledFromAddress && (
+            <PaperTemplate.Address
+              items={[<strong>{companyName}</strong>, ...billedFromAddress]}
+            />
+          )}
+          {showBilledToAddress && (
+            <PaperTemplate.Address
+              items={[<strong>{billedToLabel}</strong>, ...billedToAddress]}
+            />
+          )}
+        </Group>
+
+        <Stack spacing={0}>
+          <PaperTemplate.Table
+            columns={[
+              { label: 'Item', accessor: 'item' },
+              { label: 'Description', accessor: 'item' },
+              { label: 'Rate', accessor: 'rate', align: 'right' },
+              { label: 'Total', accessor: 'total', align: 'right' },
+            ]}
+            data={lines}
+          />
+          <PaperTemplate.Totals>
+            {showSubtotal && (
+              <PaperTemplate.TotalLine
+                label={subtotalLabel}
+                amount={subtotal}
+              />
+            )}
+            {showTotal && (
+              <PaperTemplate.TotalLine label={totalLabel} amount={total} />
+            )}
+          </PaperTemplate.Totals>
+        </Stack>
+
+        <Stack spacing={0}>
+          {showCustomerNote && (
+            <PaperTemplate.Statement label={customerNoteLabel}>
+              {customerNote}
+            </PaperTemplate.Statement>
+          )}
+          {showTermsConditions && (
+            <PaperTemplate.Statement label={termsConditionsLabel}>
+              {termsConditions}
+            </PaperTemplate.Statement>
+          )}
+        </Stack>
+      </Stack>
+    </PaperTemplate>
+  );
+}

packages/webapp/src/containers/Sales/Estimates/EstimateCustomize/constants.ts

@@ -0,0 +1,109 @@
+export const initialValues = {
+  templateName: '',
+  
+  // Colors
+  primaryColor: '#2c3dd8',
+  secondaryColor: '#2c3dd8',
+
+  // Company logo.
+  showCompanyLogo: true,
+  companyLogo:
+    'https://cdn-development.mercury.com/demo-assets/avatars/mercury-demo-dark.png',
+
+  // Top details.
+  showEstimateNumber: true,
+  estimateNumberLabel: 'Estimate number',
+
+  estimateDateLabel: 'Date of Issue',
+  showEstimateDate: true,
+
+  showExpirationDate: true,
+  expirationDateLabel: 'Expiration Date',
+
+  // Company name
+  companyName: 'Bigcapital Technology, Inc.',
+
+  // Addresses
+  showBilledFromAddress: true,
+  showBilledToAddress: true,
+  billedToLabel: 'Billed To',
+
+  // Entries
+  itemNameLabel: 'Item',
+  itemDescriptionLabel: 'Description',
+  itemRateLabel: 'Rate',
+  itemTotalLabel: 'Total',
+
+  // Totals
+  showSubtotal: true,
+  subtotalLabel: 'Subtotal',
+
+  showTotal: true,
+  totalLabel: 'Total',
+
+  // Statements
+  showCustomerNote: true,
+  customerNoteLabel: 'Customer Note',
+
+  showTermsConditions: true,
+  termsConditionsLabel: 'Terms & Conditions',
+};
+
+export const fieldsGroups = [
+  {
+    label: 'Header',
+    fields: [
+      {
+        labelKey: 'estimateNumberLabel',
+        enableKey: 'showEstimateNumber',
+        label: 'Estimate No.',
+      },
+      {
+        labelKey: 'estimateDateLabel',
+        enableKey: 'showEstimateDate',
+        label: 'Issue Date',
+      },
+      {
+        labelKey: 'expirationDateLabel',
+        enableKey: 'showExpirationDate',
+        label: 'Expiration Date',
+      },
+      {
+        enableKey: 'showBilledToAddress',
+        labelKey: 'billedToLabel',
+        label: 'Bill To',
+      },
+      {
+        enableKey: 'showBilledFromAddress',
+        label: 'Billed From',
+      },
+    ],
+  },
+  {
+    label: 'Totals',
+    fields: [
+      {
+        labelKey: 'subtotalLabel',
+        enableKey: 'showSubtotal',
+        label: 'Subtotal',
+      },
+      { labelKey: 'totalLabel', enableKey: 'showTotal', label: 'Total' },
+    ],
+  },
+  {
+    label: 'Footer',
+    fields: [
+      {
+        labelKey: 'termsConditionsLabel',
+        enableKey: 'showTermsConditions',
+        label: 'Terms & Conditions',
+      },
+      {
+        labelKey: 'customerNoteLabel',
+        enableKey: 'showCustomerNote',
+        label: 'Statement',
+        labelPlaceholder: 'Statement',
+      },
+    ],
+  },
+];

packages/webapp/src/containers/Sales/Estimates/EstimateCustomize/types.ts

@@ -0,0 +1,49 @@
+import { BrandingTemplateValues } from "@/containers/BrandingTemplates/types";
+
+export interface EstimateCustomizeValues extends BrandingTemplateValues {
+  // Colors
+  primaryColor?: string;
+  secondaryColor?: string;
+
+  // Company Logo
+  showCompanyLogo?: boolean;
+  companyLogo?: string;
+
+  // Top details.
+  estimateNumberLabel?: string;
+  showEstimateNumber?: boolean;
+
+  showExpirationDate?: boolean;
+  expirationDateLabel?: string;
+
+  estimateDateLabel?: string;
+  showEstimateDate?: boolean;
+
+  // Company name
+  companyName?: string;
+
+  // Addresses
+  showBilledFromAddress?: boolean;
+  showBillingToAddress?: boolean;
+  billedToLabel?: string;
+
+  // Entries
+  itemNameLabel?: string;
+  itemDescriptionLabel?: string;
+  itemRateLabel?: string;
+  itemTotalLabel?: string;
+
+  // Totals
+  showSubtotal?: boolean;
+  subtotalLabel?: string;
+
+  showTotal?: boolean;
+  totalLabel?: string;
+
+  // Statements
+  showCustomerNote?: boolean;
+  customerNoteLabel?: string;
+
+  showTermsConditions?: boolean;
+  termsConditionsLabel?: string;
+}

packages/webapp/src/containers/Sales/Estimates/EstimateForm/EstimateFloatingActions.tsx

@@ -11,11 +11,16 @@ import {
   Menu,
   MenuItem,
 } from '@blueprintjs/core';
-import { If, Icon, FormattedMessage as T, Group } from '@/components';
+import { If, Icon, FormattedMessage as T, Group, FSelect } from '@/components';
 import { CLASSES } from '@/constants/classes';
 import { useHistory } from 'react-router-dom';
 import { useFormikContext } from 'formik';
 import { useEstimateFormContext } from './EstimateFormProvider';
+import { useEstimateFormBrandingTemplatesOptions } from './utils';
+import {
+  BrandingThemeFormGroup,
+  BrandingThemeSelectButton,
+} from '@/containers/BrandingTemplates/BrandingTemplatesSelectFields';
 
 /**
  * Estimate floating actions bar.
@@ -73,6 +78,8 @@ export default function EstimateFloatingActions() {
     resetForm();
   };
 
+  const brandingTemplatesOptions = useEstimateFormBrandingTemplatesOptions();
+
   return (
     <Group
       spacing={10}
@@ -193,6 +200,25 @@ export default function EstimateFloatingActions() {
         onClick={handleCancelBtnClick}
         text={<T id={'cancel'} />}
       />
+
+      {/* ----------- Branding Template Select ----------- */}
+      <BrandingThemeFormGroup
+        name={'pdf_template_id'}
+        label={'Branding'}
+        inline
+        fastField
+        style={{ marginLeft: 20 }}
+      >
+        <FSelect
+          name={'pdf_template_id'}
+          items={brandingTemplatesOptions}
+          input={({ activeItem, text, label, value }) => (
+            <BrandingThemeSelectButton text={text || 'Brand Theme'} minimal />
+          )}
+          filterable={false}
+          popoverProps={{ minimal: true }}
+        />
+      </BrandingThemeFormGroup>
     </Group>
   );
 }

packages/webapp/src/containers/Sales/Estimates/EstimateForm/EstimateFormProvider.tsx

@@ -12,8 +12,9 @@ import {
   useCreateEstimate,
   useEditEstimate,
 } from '@/hooks/query';
-import { Features } from '@/constants';
 import { useProjects } from '@/containers/Projects/hooks';
+import { useGetPdfTemplates } from '@/hooks/query/pdf-templates';
+import { Features } from '@/constants';
 import { useFeatureCan } from '@/hooks/state';
 import { ITEMS_FILTER_ROLES } from './utils';
 
@@ -71,6 +72,10 @@ function EstimateFormProvider({ query, estimateId, ...props }) {
     isLoading: isProjectsLoading,
   } = useProjects({}, { enabled: !!isProjectsFeatureCan });
 
+  // Fetches branding templates of invoice.
+  const { data: brandingTemplates, isLoading: isBrandingTemplatesLoading } =
+    useGetPdfTemplates({ resource: 'SaleEstimate' });
+
   // Handle fetch settings.
   useSettingsEstimates();
 
@@ -112,13 +117,19 @@ function EstimateFormProvider({ query, estimateId, ...props }) {
 
     createEstimateMutate,
     editEstimateMutate,
+
+    brandingTemplates,
+    isBrandingTemplatesLoading,
   };
 
+  const isLoading =
+    isCustomersLoading ||
+    isItemsLoading ||
+    isEstimateLoading ||
+    isBrandingTemplatesLoading;
+
   return (
-    <DashboardInsider
-      loading={isCustomersLoading || isItemsLoading || isEstimateLoading}
-      name={'estimate-form'}
-    >
+    <DashboardInsider loading={isLoading} name={'estimate-form'}>
       <EstimateFormContext.Provider value={provider} {...props} />
     </DashboardInsider>
   );

packages/webapp/src/containers/Sales/Estimates/EstimateForm/utils.tsx

@@ -22,6 +22,7 @@ import {
   transformAttachmentsToForm,
   transformAttachmentsToRequest,
 } from '@/containers/Attachments/utils';
+import { convertBrandingTemplatesToOptions } from '@/containers/BrandingTemplates/BrandingTemplatesSelectFields';
 
 export const MIN_LINES_NUMBER = 1;
 
@@ -60,7 +61,8 @@ export const defaultEstimate = {
   exchange_rate: 1,
   currency_code: '',
   entries: [...repeatValue(defaultEstimateEntry, MIN_LINES_NUMBER)],
-  attachments: []
+  attachments: [],
+  pdf_template_id: '',
 };
 
 const ERRORS = {
@@ -262,3 +264,12 @@ export const resetFormState = ({ initialValues, values, resetForm }) => {
     },
   });
 };
+
+export const useEstimateFormBrandingTemplatesOptions = () => {
+  const { brandingTemplates } = useEstimateFormContext();
+
+  return React.useMemo(
+    () => convertBrandingTemplatesToOptions(brandingTemplates),
+    [brandingTemplates],
+  );
+};

packages/webapp/src/containers/Sales/Estimates/EstimatesLanding/EstimatesActionsBar.tsx

@@ -7,6 +7,11 @@ import {
   NavbarGroup,
   Intent,
   Alignment,
+  Menu,
+  MenuItem,
+  Popover,
+  PopoverInteractionKind,
+  Position,
 } from '@blueprintjs/core';
 import { useHistory } from 'react-router-dom';
 
@@ -20,6 +25,7 @@ import {
   DashboardFilterButton,
   DashboardRowsHeightButton,
   DashboardActionsBar,
+  FSelect,
 } from '@/components';
 
 import withEstimates from './withEstimates';
@@ -35,6 +41,12 @@ import { useDownloadExportPdf } from '@/hooks/query/FinancialReports/use-export-
 import { SaleEstimateAction, AbilitySubject } from '@/constants/abilityOption';
 import { compose } from '@/utils';
 import { DialogsName } from '@/constants/dialogs';
+import withDrawerActions from '@/containers/Drawer/withDrawerActions';
+import { DRAWERS } from '@/constants/drawers';
+import {
+  BrandingThemeFormGroup,
+  BrandingThemeSelectButton,
+} from '@/containers/BrandingTemplates/BrandingTemplatesSelectFields';
 
 /**
  * Estimates list actions bar.
@@ -52,6 +64,9 @@ function EstimateActionsBar({
   // #withDialogActions
   openDialog,
 
+  // #withDrawerActions
+  openDrawer,
+
   // #withSettingsActions
   addSetting,
 }) {
@@ -96,6 +111,10 @@ function EstimateActionsBar({
   const handlePrintBtnClick = () => {
     downloadExportPdf({ resource: 'SaleEstimate' });
   };
+  // Handle customize button clicl.
+  const handleCustomizeBtnClick = () => {
+    openDrawer(DRAWERS.BRANDING_TEMPLATES, { resource: 'SaleEstimate' });
+  };
 
   return (
     <DashboardActionsBar>
@@ -167,6 +186,25 @@ function EstimateActionsBar({
       </NavbarGroup>
 
       <NavbarGroup align={Alignment.RIGHT}>
+        <Popover
+          minimal={true}
+          interactionKind={PopoverInteractionKind.CLICK}
+          position={Position.BOTTOM_RIGHT}
+          modifiers={{
+            offset: { offset: '0, 4' },
+          }}
+          content={
+            <Menu>
+              <MenuItem
+                onClick={handleCustomizeBtnClick}
+                text={'Customize Templates'}
+              />
+            </Menu>
+          }
+        >
+          <Button icon={<Icon icon="cog-16" iconSize={16} />} minimal={true} />
+        </Popover>
+        <NavbarDivider />
         <Button
           className={Classes.MINIMAL}
           icon={<Icon icon="refresh-16" iconSize={14} />}
@@ -187,4 +225,5 @@ export default compose(
     estimatesTableSize: estimatesSettings?.tableSize,
   })),
   withDialogActions,
+  withDrawerActions,
 )(EstimateActionsBar);

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceCustomize.tsx

@@ -0,0 +1,19 @@
+// @ts-nocheck
+import { Classes } from '@blueprintjs/core';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+import { InvoiceCustomizeContent } from './InvoiceCustomizeContent';
+import { BrandingTemplateBoot } from '@/containers/BrandingTemplates/BrandingTemplateBoot';
+import { Box } from '@/components';
+
+export default function InvoiceCustomize() {
+  const { payload } = useDrawerContext();
+  const templateId = payload.templateId;
+
+  return (
+    <Box className={Classes.DRAWER_BODY}>
+      <BrandingTemplateBoot templateId={templateId}>
+        <InvoiceCustomizeContent />
+      </BrandingTemplateBoot>
+    </Box>
+  );
+}

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceCustomizeContent.tsx

@@ -0,0 +1,61 @@
+import React from 'react';
+import * as R from 'ramda';
+import { useFormikContext } from 'formik';
+import {
+  InvoicePaperTemplate,
+  InvoicePaperTemplateProps,
+} from './InvoicePaperTemplate';
+import { ElementCustomize } from '../../../ElementCustomize/ElementCustomize';
+import { InvoiceCustomizeGeneralField } from './InvoiceCustomizeGeneralFields';
+import { InvoiceCustomizeContentFields } from './InvoiceCutomizeContentFields';
+import { InvoiceCustomizeValues } from './types';
+import { InvoiceCustomizeSchema } from './InvoiceCustomizeForm.schema';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+import { useDrawerActions } from '@/hooks/state';
+import { BrandingTemplateForm } from '@/containers/BrandingTemplates/BrandingTemplateForm';
+import { initialValues } from './constants';
+
+export function InvoiceCustomizeContent() {
+  const { payload, name } = useDrawerContext();
+  const { closeDrawer } = useDrawerActions();
+  const templateId = payload?.templateId || null;
+
+  const handleSuccess = () => {
+    closeDrawer(name);
+  };
+
+  return (
+    <BrandingTemplateForm<InvoiceCustomizeValues>
+      templateId={templateId}
+      defaultValues={initialValues}
+      validationSchema={InvoiceCustomizeSchema}
+      onSuccess={handleSuccess}
+      resource={'SaleInvoice'}
+    >
+      <ElementCustomize.PaperTemplate>
+        <InvoicePaperTemplateFormConnected />
+      </ElementCustomize.PaperTemplate>
+
+      <ElementCustomize.FieldsTab id={'general'} label={'General'}>
+        <InvoiceCustomizeGeneralField />
+      </ElementCustomize.FieldsTab>
+
+      <ElementCustomize.FieldsTab id={'content'} label={'Content'}>
+        <InvoiceCustomizeContentFields />
+      </ElementCustomize.FieldsTab>
+    </BrandingTemplateForm>
+  );
+}
+
+const withFormikProps = <P extends object>(
+  Component: React.ComponentType<P>,
+) => {
+  return (props: Omit<P, keyof InvoicePaperTemplateProps>) => {
+    const { values } = useFormikContext<InvoicePaperTemplateProps>();
+
+    return <Component {...(props as P)} {...values} />;
+  };
+};
+
+export const InvoicePaperTemplateFormConnected =
+  R.compose(withFormikProps)(InvoicePaperTemplate);

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceCustomizeDrawer.tsx

@@ -0,0 +1,30 @@
+// @ts-nocheck
+import React from 'react';
+import * as R from 'ramda';
+import { Drawer, DrawerSuspense } from '@/components';
+import withDrawers from '@/containers/Drawer/withDrawers';
+
+const InvoiceCustomize = React.lazy(() => import('./InvoiceCustomize'));
+
+/**
+ * Invoice customize drawer.
+ * @returns {React.ReactNode}
+ */
+function InvoiceCustomizeDrawerRoot({
+  name,
+  // #withDrawer
+  isOpen,
+  payload,
+}) {
+  return (
+    <Drawer isOpen={isOpen} name={name} size={'100%'} payload={payload}>
+      <DrawerSuspense>
+        <InvoiceCustomize />
+      </DrawerSuspense>
+    </Drawer>
+  );
+}
+
+export const InvoiceCustomizeDrawer = R.compose(withDrawers())(
+  InvoiceCustomizeDrawerRoot,
+);

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceCustomizeFields.module.scss

@@ -0,0 +1,24 @@
+.root {
+  background: #fff;
+}
+
+.mainFields{
+  width: 400px;
+  height: 100vh;
+}
+.fieldGroup {
+
+  :global .bp4-form-content{
+    margin-left: auto;
+  }
+}
+
+.footerActions{
+  padding: 10px 16px;
+  border-top: 1px solid #d9d9d9;
+  flex-flow: row-reverse;
+}
+
+.showCompanyLogoField:global(.bp4-large){
+  font-size: 14px;
+}

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceCustomizeForm.schema.ts

@@ -0,0 +1,5 @@
+import * as Yup from 'yup';
+
+export const InvoiceCustomizeSchema = Yup.object().shape({
+  templateName: Yup.string().required('Template Name is required'),
+});

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceCustomizeGeneralFields.module.scss

@@ -0,0 +1,3 @@
+.showCompanyLogoField{
+  font-size: 14px;
+}

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceCustomizeGeneralFields.tsx

@@ -0,0 +1,105 @@
+// @ts-nocheck
+import { Classes, Text } from '@blueprintjs/core';
+import {
+  FFormGroup,
+  FieldRequiredHint,
+  FInputGroup,
+  FSwitch,
+  Group,
+  Stack,
+} from '@/components';
+import { FColorInput } from '@/components/Forms/FColorInput';
+import { CreditCardIcon } from '@/icons/CreditCardIcon';
+import { Overlay } from './Overlay';
+import { useIsTemplateNamedFilled } from '@/containers/BrandingTemplates/utils';
+
+export function InvoiceCustomizeGeneralField() {
+  const isTemplateNameFilled = useIsTemplateNamedFilled();
+
+  return (
+    <Stack style={{ padding: 20, flex: '1 1 auto' }}>
+      <Stack spacing={0}>
+        <h2 style={{ fontSize: 16, marginBottom: 10 }}>General Branding</h2>
+        <p className={Classes.TEXT_MUTED}>
+          Set your invoice details to be automatically applied every timeyou
+          create a new invoice.
+        </p>
+      </Stack>
+
+      <FFormGroup
+        name={'templateName'}
+        label={'Template Name'}
+        labelInfo={<FieldRequiredHint />}
+        fastField
+        style={{ marginBottom: 10 }}
+      >
+        <FInputGroup name={'templateName'} fastField />
+      </FFormGroup>
+
+      <Overlay visible={!isTemplateNameFilled}>
+        <Stack spacing={0}>
+          <FFormGroup
+            name={'primaryColor'}
+            label={'Primary Color'}
+            style={{ justifyContent: 'space-between' }}
+            inline
+            fastField
+          >
+            <FColorInput
+              name={'primaryColor'}
+              inputProps={{ style: { maxWidth: 120 } }}
+              fastField
+            />
+          </FFormGroup>
+
+          <FFormGroup
+            name={'secondaryColor'}
+            label={'Secondary Color'}
+            style={{ justifyContent: 'space-between' }}
+            inline
+            fastField
+          >
+            <FColorInput
+              name={'secondaryColor'}
+              inputProps={{ style: { maxWidth: 120 } }}
+              fastField
+            />
+          </FFormGroup>
+
+          <FFormGroup name={'showCompanyLogo'} label={'Logo'} fastField>
+            <FSwitch
+              name={'showCompanyLogo'}
+              label={'Display company logo in the paper'}
+              style={{ fontSize: 14 }}
+              large
+              fastField
+            />
+          </FFormGroup>
+        </Stack>
+
+        <InvoiceCustomizePaymentManage />
+      </Overlay>
+    </Stack>
+  );
+}
+
+function InvoiceCustomizePaymentManage() {
+  return (
+    <Group
+      style={{
+        backgroundColor: '#FBFBFB',
+        border: '1px solid #E1E1E1',
+        padding: 10,
+        borderRadius: 5,
+      }}
+      position={'apart'}
+    >
+      <Group spacing={10}>
+        <CreditCardIcon fill={'#7D8897'} height={16} width={16} />
+        <Text>Accept payment methods</Text>
+      </Group>
+
+      <a href={'#'}>Manage</a>
+    </Group>
+  );
+}

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoiceCutomizeContentFields.tsx

@@ -0,0 +1,44 @@
+// @ts-nocheck
+import { Stack } from '@/components';
+import { Classes } from '@blueprintjs/core';
+import { fieldsGroups } from './constants';
+import {
+  ElementCustomizeFieldsGroup,
+  ElementCustomizeContentItemFieldGroup,
+} from '@/containers/ElementCustomize/ElementCustomizeFieldsGroup';
+
+export function InvoiceCustomizeContentFields() {
+  return (
+    <Stack
+      spacing={10}
+      style={{ padding: 20, paddingBottom: 40, flex: '1 1 auto' }}
+    >
+      <Stack spacing={10}>
+        <h3>General Branding</h3>
+        <p className={Classes.TEXT_MUTED}>
+          Set your invoice details to be automatically applied every timeyou
+          create a new invoice.
+        </p>
+      </Stack>
+
+      <Stack>
+        {fieldsGroups.map((group) => (
+          <ElementCustomizeFieldsGroup label={group.label}>
+            {group.fields.map((item, index) => (
+              <ElementCustomizeContentItemFieldGroup
+                key={index}
+                inputGroupProps={{
+                  name: item.enableKey,
+                  label: item.label,
+                }}
+                switchProps={{
+                  name: item.labelKey,
+                }}
+              />
+            ))}
+          </ElementCustomizeFieldsGroup>
+        ))}
+      </Stack>
+    </Stack>
+  );
+}

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoicePaperTemplate.module.scss

@@ -0,0 +1,146 @@
+
+.root {
+  border-radius: 5px;
+  background-color: #fff;
+  color: #111;
+  box-shadow: inset 0 4px 0px 0 var(--invoice-primary-color), 0 10px 15px rgba(0, 0, 0, 0.05);
+  padding: 24px 30px;
+  font-size: 12px;
+  position: relative;
+  margin: 0 auto;
+  width: 794px;
+  height: 1123px;
+}
+
+.bigTitle{
+  font-size: 60px;
+  margin: 0;
+  line-height: 1;
+  margin-bottom: 25px;
+  font-weight: 500;
+  color: #333;
+}
+
+.details {
+  display: flex;
+  flex-direction: column;
+  gap: 4px;
+}
+.detail {
+  display: flex;
+  flex-direction: row;
+  gap: 12px;
+}
+.detailLabel {
+  min-width: 120px;
+  color: #333;
+}
+
+.addressRoot{
+  display: flex;
+  flex-direction: row;
+}
+
+.addressBillTo{
+  flex: 1;
+}
+
+.addressFrom{
+  flex: 1;
+}
+
+.table {
+  width: 100%;
+  border-collapse: collapse;
+  text-align: left;
+
+  thead th{
+    font-weight: 400;
+    border-bottom: 1px solid #000;
+    padding: 2px 10px;
+    color: #333;
+
+    &.rate,
+    &.total{
+      text-align: right;
+    }
+    &:first-of-type{
+      padding-left: 0;
+    }
+    &:last-of-type{
+      padding-right: 0;
+    }
+  }
+
+  tbody{
+
+    tr {
+
+    }
+    td{
+      border-bottom: 1px solid #F6F6F6;
+      padding: 12px 10px;
+
+      &:first-of-type{
+        padding-left: 0;
+      }
+      &:last-of-type{
+        padding-right: 0;
+      }
+
+      &.rate,
+      &.total{
+        text-align: right;
+      }
+    }
+  }
+}
+
+.totals{
+  display: flex;
+  flex-direction: column;
+  margin-left: auto;
+  width: 300px;
+}
+.totalsItem{
+  display: flex;
+  padding: 4px 0;
+}
+.totalsItemLabel{
+  min-width: 160px;
+}
+.totalsItemAmount{
+  flex: 1 1 auto;
+  text-align: right;
+}
+.totalBottomBordered {
+  border-bottom: 1px solid #000;
+}
+.totalBottomGrayBordered {
+  border-bottom: 1px solid #DADADA;
+}
+
+.logoWrap{
+  height: 120px;
+  width: 120px;
+  position: absolute;
+  right: 26px;
+  top: 26px;
+  border-radius: 5px;
+  overflow: hidden;
+
+  img{
+    max-width: 100%;
+  }
+}
+
+.footer{
+
+}
+
+.paragraph{
+  margin-bottom: 20px;  
+}
+.paragraphLabel{
+  color: #666;
+}

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/InvoicePaperTemplate.tsx

@@ -0,0 +1,298 @@
+import React from 'react';
+import { PaperTemplate, PaperTemplateTotalBorder } from './PaperTemplate';
+import { Group, Stack } from '@/components';
+
+interface PapaerLine {
+  item?: string;
+  description?: string;
+  quantity?: string;
+  rate?: string;
+  total?: string;
+}
+
+interface PaperTax {
+  label: string;
+  amount: string;
+}
+
+export interface InvoicePaperTemplateProps {
+  primaryColor?: string;
+  secondaryColor?: string;
+
+  showCompanyLogo?: boolean;
+  companyLogo?: string;
+
+  showInvoiceNumber?: boolean;
+  invoiceNumber?: string;
+  invoiceNumberLabel?: string;
+
+  showDateIssue?: boolean;
+  dateIssue?: string;
+  dateIssueLabel?: string;
+
+  showDueDate?: boolean;
+  dueDate?: string;
+  dueDateLabel?: string;
+
+  companyName?: string;
+  bigtitle?: string;
+
+  // Address
+  showBillingToAddress?: boolean;
+  showBilledFromAddress?: boolean;
+  billedToLabel?: string;
+
+  // Entries
+  lineItemLabel?: string;
+  lineDescriptionLabel?: string;
+  lineRateLabel?: string;
+  lineTotalLabel?: string;
+
+  // Totals
+  showTotal?: boolean;
+  totalLabel?: string;
+  total?: string;
+
+  showDiscount?: boolean;
+  discountLabel?: string;
+  discount?: string;
+
+  showSubtotal?: boolean;
+  subtotalLabel?: string;
+  subtotal?: string;
+
+  showPaymentMade?: boolean;
+  paymentMadeLabel?: string;
+  paymentMade?: string;
+
+  showTaxes?: boolean;
+
+  showDueAmount?: boolean;
+  showBalanceDue?: boolean;
+  balanceDueLabel?: string;
+  balanceDue?: string;
+
+  // Footer
+  termsConditionsLabel: string;
+  showTermsConditions: boolean;
+  termsConditions: string;
+
+  statementLabel: string;
+  showStatement: boolean;
+  statement: string;
+
+  lines?: Array<PapaerLine>;
+  taxes?: Array<PaperTax>;
+
+  billedFromAddres?: Array<string | React.ReactNode>;
+  billedToAddress?: Array<string | React.ReactNode>;
+}
+
+export function InvoicePaperTemplate({
+  primaryColor,
+  secondaryColor,
+
+  companyName = 'Bigcapital Technology, Inc.',
+
+  showCompanyLogo = true,
+  companyLogo,
+
+  dueDate = 'September 3, 2024',
+  dueDateLabel = 'Date due',
+  showDueDate,
+
+  dateIssue = 'September 3, 2024',
+  dateIssueLabel = 'Date of issue',
+  showDateIssue,
+
+  // dateIssue,
+  invoiceNumberLabel = 'Invoice number',
+  invoiceNumber = '346D3D40-0001',
+  showInvoiceNumber,
+
+  // Address
+  showBillingToAddress = true,
+  showBilledFromAddress = true,
+  billedToLabel = 'Billed To',
+
+  // Entries
+  lineItemLabel = 'Item',
+  lineDescriptionLabel = 'Description',
+  lineRateLabel = 'Rate',
+  lineTotalLabel = 'Total',
+
+  totalLabel = 'Total',
+  subtotalLabel = 'Subtotal',
+  discountLabel = 'Discount',
+  paymentMadeLabel = 'Payment Made',
+  balanceDueLabel = 'Balance Due',
+
+  // Totals
+  showTotal = true,
+  showSubtotal = true,
+  showDiscount = true,
+  showTaxes = true,
+  showPaymentMade = true,
+  showDueAmount = true,
+  showBalanceDue = true,
+
+  total = '$662.75',
+  subtotal = '630.00',
+  discount = '0.00',
+  paymentMade = '100.00',
+  balanceDue = '$562.75',
+
+  // Footer paragraphs.
+  termsConditionsLabel = 'Terms & Conditions',
+  showTermsConditions = true,
+  termsConditions = 'It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.',
+
+  lines = [
+    {
+      item: 'Simply dummy text',
+      description: 'Simply dummy text of the printing and typesetting',
+      rate: '1',
+      quantity: '1000',
+      total: '$1000.00',
+    },
+  ],
+  taxes = [
+    { label: 'Sample Tax1 (4.70%)', amount: '11.75' },
+    { label: 'Sample Tax2 (7.00%)', amount: '21.74' },
+  ],
+
+  statementLabel = 'Statement',
+  showStatement = true,
+  statement = 'It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.',
+  billedToAddress = [
+    'Bigcapital Technology, Inc.',
+    '131 Continental Dr Suite 305 Newark,',
+    'Delaware 19713',
+    'United States',
+    '+1 762-339-5634',
+    'ahmed@bigcapital.app',
+  ],
+  billedFromAddres = [
+    '131 Continental Dr Suite 305 Newark,',
+    'Delaware 19713',
+    'United States',
+    '+1 762-339-5634',
+    'ahmed@bigcapital.app',
+  ],
+}: InvoicePaperTemplateProps) {
+  return (
+    <PaperTemplate
+      primaryColor={primaryColor}
+      secondaryColor={secondaryColor}
+      showCompanyLogo={showCompanyLogo}
+      companyLogo={companyLogo}
+      bigtitle={'Invoice'}
+    >
+      <Stack spacing={24}>
+        <PaperTemplate.TermsList>
+          {showInvoiceNumber && (
+            <PaperTemplate.TermsItem label={invoiceNumberLabel}>
+              {invoiceNumber}
+            </PaperTemplate.TermsItem>
+          )}
+          {showDateIssue && (
+            <PaperTemplate.TermsItem label={dateIssueLabel}>
+              {dateIssue}
+            </PaperTemplate.TermsItem>
+          )}
+          {showDueDate && (
+            <PaperTemplate.TermsItem label={dueDateLabel}>
+              {dueDate}
+            </PaperTemplate.TermsItem>
+          )}
+        </PaperTemplate.TermsList>
+
+        <Group spacing={10}>
+          {showBilledFromAddress && (
+            <PaperTemplate.Address
+              items={[<strong>{companyName}</strong>, ...billedFromAddres]}
+            />
+          )}
+          {showBillingToAddress && (
+            <PaperTemplate.Address
+              items={[<strong>{billedToLabel}</strong>, ...billedToAddress]}
+            />
+          )}
+        </Group>
+
+        <Stack spacing={0}>
+          <PaperTemplate.Table
+            columns={[
+              { label: lineItemLabel, accessor: 'item' },
+              { label: lineDescriptionLabel, accessor: 'description' },
+              { label: lineRateLabel, accessor: 'rate', align: 'right' },
+              { label: lineTotalLabel, accessor: 'total', align: 'right' },
+            ]}
+            data={lines}
+          />
+          <PaperTemplate.Totals>
+            {showSubtotal && (
+              <PaperTemplate.TotalLine
+                label={subtotalLabel}
+                amount={subtotal}
+                border={PaperTemplateTotalBorder.Gray}
+              />
+            )}
+            {showDiscount && (
+              <PaperTemplate.TotalLine
+                label={discountLabel}
+                amount={discount}
+              />
+            )}
+            {showTaxes && (
+              <>
+                {taxes.map((tax, index) => (
+                  <PaperTemplate.TotalLine
+                    key={index}
+                    label={tax.label}
+                    amount={tax.amount}
+                  />
+                ))}
+              </>
+            )}
+            {showTotal && (
+              <PaperTemplate.TotalLine
+                label={totalLabel}
+                amount={total}
+                border={PaperTemplateTotalBorder.Dark}
+                style={{ fontWeight: 500 }}
+              />
+            )}
+            {showPaymentMade && (
+              <PaperTemplate.TotalLine
+                label={paymentMadeLabel}
+                amount={paymentMade}
+              />
+            )}
+            {showBalanceDue && (
+              <PaperTemplate.TotalLine
+                label={balanceDueLabel}
+                amount={balanceDue}
+                border={PaperTemplateTotalBorder.Dark}
+                style={{ fontWeight: 500 }}
+              />
+            )}
+          </PaperTemplate.Totals>
+        </Stack>
+
+        <Stack spacing={0}>
+          {showTermsConditions && (
+            <PaperTemplate.Statement label={termsConditionsLabel}>
+              {termsConditions}
+            </PaperTemplate.Statement>
+          )}
+          {showStatement && (
+            <PaperTemplate.Statement label={statementLabel}>
+              {statement}
+            </PaperTemplate.Statement>
+          )}
+        </Stack>
+      </Stack>
+    </PaperTemplate>
+  );
+}

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/Overlay.module.scss

@@ -0,0 +1,19 @@
+
+
+.root {
+  position: relative;
+
+  &.visible::before{
+    background: rgba(255, 255, 255, 0.75);
+    z-index: 2;
+  }
+  &::before{
+    content: "";
+    position: absolute;
+    top: 0;
+    left: 0;
+    right: 0;
+    bottom: 0;
+    z-index: -1000;
+  }
+}

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/Overlay.tsx

@@ -0,0 +1,20 @@
+import clsx from 'classnames';
+import { Box } from '@/components';
+import styles from './Overlay.module.scss';
+
+export interface OverlayProps {
+  visible?: boolean;
+  children?: React.ReactNode;
+}
+
+export function Overlay({ children, visible }: OverlayProps) {
+  return (
+    <Box
+      className={clsx(styles.root, {
+        [styles.visible]: visible,
+      })}
+    >
+      {children}
+    </Box>
+  );
+}

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/PaperTemplate.tsx

@@ -0,0 +1,168 @@
+import React from 'react';
+import clsx from 'classnames';
+import { get } from 'lodash';
+import { Stack } from '@/components';
+import styles from './InvoicePaperTemplate.module.scss';
+
+export interface PaperTemplateProps {
+  primaryColor?: string;
+  secondaryColor?: string;
+
+  showCompanyLogo?: boolean;
+  companyLogo?: string;
+  companyName?: string;
+
+  bigtitle?: string;
+
+  children?: React.ReactNode;
+}
+
+export function PaperTemplate({
+  primaryColor,
+  secondaryColor,
+  showCompanyLogo,
+  companyLogo,
+  bigtitle = 'Invoice',
+  children,
+}: PaperTemplateProps) {
+  return (
+    <div className={styles.root}>
+      <style>{`:root { --invoice-primary-color: ${primaryColor}; --invoice-secondary-color: ${secondaryColor}; }`}</style>
+
+      <div>
+        <h1 className={styles.bigTitle}>{bigtitle}</h1>
+
+        {showCompanyLogo && (
+          <div className={styles.logoWrap}>
+            <img alt="" src={companyLogo} />
+          </div>
+        )}
+      </div>
+
+      {children}
+    </div>
+  );
+}
+
+interface PaperTemplateTableProps {
+  columns: Array<{
+    accessor: string;
+    label: string;
+    align?: 'left' | 'center' | 'right';
+  }>;
+  data: Array<Record<string, any>>;
+}
+
+PaperTemplate.Table = ({ columns, data }: PaperTemplateTableProps) => {
+  return (
+    <table className={styles.table}>
+      <thead>
+        <tr>
+          {columns.map((col, index) => (
+            <th key={index} align={col.align}>
+              {col.label}
+            </th>
+          ))}
+        </tr>
+      </thead>
+
+      <tbody className={styles.tableBody}>
+        {data.map((_data: any) => (
+          <tr>
+            {columns.map((column, index) => (
+              <td align={column.align} key={index}>
+                {get(_data, column.accessor)}
+              </td>
+            ))}
+          </tr>
+        ))}
+      </tbody>
+    </table>
+  );
+};
+
+export enum PaperTemplateTotalBorder {
+  Gray = 'gray',
+  Dark = 'dark',
+}
+
+PaperTemplate.Totals = ({ children }: { children: React.ReactNode }) => {
+  return <div className={clsx(styles.totals)}>{children}</div>;
+};
+PaperTemplate.TotalLine = ({
+  label,
+  amount,
+  border,
+  style,
+}: {
+  label: string;
+  amount: string;
+  border?: PaperTemplateTotalBorder;
+  style?: any;
+}) => {
+  return (
+    <div
+      className={clsx(styles.totalsItem, {
+        [styles.totalBottomBordered]: border === PaperTemplateTotalBorder.Dark,
+        [styles.totalBottomGrayBordered]:
+          border === PaperTemplateTotalBorder.Gray,
+      })}
+      style={style}
+    >
+      <div className={styles.totalsItemLabel}>{label}</div>
+      <div className={styles.totalsItemAmount}>{amount}</div>
+    </div>
+  );
+};
+
+PaperTemplate.MutedText = () => {};
+
+PaperTemplate.Text = () => {};
+
+PaperTemplate.Address = ({
+  items,
+}: {
+  items: Array<string | React.ReactNode>;
+}) => {
+  return (
+    <Stack spacing={0}>
+      {items.map((item, index) => (
+        <div key={index}>{item}</div>
+      ))}
+    </Stack>
+  );
+};
+
+PaperTemplate.Statement = ({
+  label,
+  children,
+}: {
+  label: string;
+  children: React.ReactNode;
+}) => {
+  return (
+    <div className={styles.paragraph}>
+      {label && <div className={styles.paragraphLabel}>{label}</div>}
+      <div>{children}</div>
+    </div>
+  );
+};
+
+PaperTemplate.TermsList = ({ children }: { children: React.ReactNode }) => {
+  return <div className={styles.details}>{children}</div>;
+};
+
+PaperTemplate.TermsItem = ({
+  label,
+  children,
+}: {
+  label: string;
+  children: React.ReactNode;
+}) => {
+  return (
+    <div className={styles.detail}>
+      <div className={styles.detailLabel}>{label}</div>
+      <div>{children}</div>
+    </div>
+  );
+};

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/constants.ts

@@ -0,0 +1,136 @@
+export const initialValues = {
+  templateName: '',
+
+  // Colors
+  primaryColor: '#2c3dd8',
+  secondaryColor: '#2c3dd8',
+
+  // Company logo.
+  showCompanyLogo: true,
+  companyLogo:
+    'https://cdn-development.mercury.com/demo-assets/avatars/mercury-demo-dark.png',
+
+  // Top details.
+  showInvoiceNumber: true,
+  invoiceNumberLabel: 'Invoice number',
+
+  showDateIssue: true,
+  dateIssueLabel: 'Date of Issue',
+
+  showDueDate: true,
+  dueDateLabel: 'Due Date',
+
+  // Company name
+  companyName: 'Bigcapital Technology, Inc.',
+
+  // Addresses
+  showBilledFromAddress: true,
+  showBillingToAddress: true,
+  billedToLabel: 'Billed To',
+
+  // Entries
+  itemNameLabel: 'Item',
+  itemDescriptionLabel: 'Description',
+  itemRateLabel: 'Rate',
+  itemTotalLabel: 'Total',
+
+  // Totals
+  showSubtotal: true,
+  subtotalLabel: 'Subtotal',
+
+  showDiscount: true,
+  discountLabel: 'Discount',
+
+  showTaxes: true,
+
+  showTotal: true,
+  totalLabel: 'Total',
+
+  paymentMadeLabel: 'Payment Made',
+  showPaymentMade: true,
+
+  dueAmountLabel: 'Due Amount',
+  showDueAmount: true,
+
+  // Footer paragraphs.
+  termsConditionsLabel: 'Terms & Conditions',
+  showTermsConditions: true,
+
+  statementLabel: 'Statement',
+  showStatement: true,
+};
+
+export const fieldsGroups = [
+  {
+    label: 'Header',
+    fields: [
+      {
+        labelKey: 'invoiceNumberLabel',
+        enableKey: 'showInvoiceNumber',
+        label: 'Invoice No.',
+      },
+      {
+        labelKey: 'dateIssueLabel',
+        enableKey: 'showDateIssue',
+        label: 'Issue Date',
+      },
+      {
+        labelKey: 'dueDateLabel',
+        enableKey: 'showDueDate',
+        label: 'Due Date',
+      },
+      {
+        enableKey: 'showBillingToAddress',
+        labelKey: 'billedToLabel',
+        label: 'Bill To',
+      },
+      {
+        enableKey: 'showBilledFromAddress',
+        label: 'Billed From',
+      },
+    ],
+  },
+  {
+    label: 'Totals',
+    fields: [
+      {
+        labelKey: 'subtotalLabel',
+        enableKey: 'showSubtotal',
+        label: 'Subtotal',
+      },
+      {
+        labelKey: 'discountLabel',
+        enableKey: 'showDiscount',
+        label: 'Discount',
+      },
+      { enableKey: 'showTaxes', label: 'Taxes' },
+      { labelKey: 'totalLabel', enableKey: 'showTotal', label: 'Total' },
+      {
+        labelKey: 'paymentMadeLabel',
+        enableKey: 'showPaymentMade',
+        label: 'Payment Made',
+      },
+      {
+        labelKey: 'dueAmountLabel',
+        enableKey: 'showDueAmount',
+        label: 'Due Amount',
+      },
+    ],
+  },
+  {
+    label: 'Footer',
+    fields: [
+      {
+        labelKey: 'termsConditionsLabel',
+        enableKey: 'showTermsConditions',
+        label: 'Terms & Conditions',
+      },
+      {
+        labelKey: 'statementLabel',
+        enableKey: 'showStatement',
+        label: 'Statement',
+        labelPlaceholder: 'Statement',
+      },
+    ],
+  },
+];

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/types.ts

@@ -0,0 +1,60 @@
+import { BrandingTemplateValues } from "@/containers/BrandingTemplates/types";
+
+export interface InvoiceCustomizeValues extends BrandingTemplateValues {
+  // Colors
+  primaryColor?: string;
+  secondaryColor?: string;
+
+  // Company Logo
+  showCompanyLogo?: boolean;
+  companyLogo?: string;
+
+  // Top details.
+  showInvoiceNumber?: boolean;
+  invoiceNumberLabel?: string;
+
+  showDateIssue?: boolean;
+  dateIssueLabel?: string;
+
+  showDueDate?: boolean;
+  dueDateLabel?: string;
+
+  // Company name
+  companyName?: string;
+
+  // Addresses
+  showBilledFromAddress?: boolean;
+  showBillingToAddress?: boolean;
+  billedToLabel?: string;
+
+  // Entries
+  itemNameLabel?: string;
+  itemDescriptionLabel?: string;
+  itemRateLabel?: string;
+  itemTotalLabel?: string;
+
+  // Totals
+  showSubtotal?: boolean;
+  subtotalLabel?: string;
+
+  showDiscount?: boolean;
+  discountLabel?: string;
+
+  showTaxes?: boolean;
+
+  showTotal?: boolean;
+  totalLabel?: string;
+
+  paymentMadeLabel?: string;
+  showPaymentMade?: boolean;
+
+  dueAmountLabel?: string;
+  showDueAmount?: boolean;
+
+  // Footer paragraphs.
+  termsConditionsLabel?: string;
+  showTermsConditions?: boolean;
+
+  statementLabel?: string;
+  showStatement?: boolean;
+}

packages/webapp/src/containers/Sales/Invoices/InvoiceCustomize/utils.ts

@@ -0,0 +1,45 @@
+import { omit } from 'lodash';
+import { useFormikContext } from 'formik';
+import { InvoiceCustomizeValues } from './types';
+import {
+  CreatePdfTemplateValues,
+  EditPdfTemplateValues,
+} from '@/hooks/query/pdf-templates';
+import { transformToForm } from '@/utils';
+import { initialValues } from './constants';
+import { useBrandingTemplateBoot } from '@/containers/BrandingTemplates/BrandingTemplateBoot';
+
+export const transformToEditRequest = (
+  values: InvoiceCustomizeValues,
+): EditPdfTemplateValues => {
+  return {
+    templateName: values.templateName,
+    attributes: omit(values, ['templateName']),
+  };
+};
+
+export const transformToNewRequest = (
+  values: InvoiceCustomizeValues,
+): CreatePdfTemplateValues => {
+  return {
+    resource: 'SaleInvoice',
+    templateName: values.templateName,
+    attributes: omit(values, ['templateName']),
+  };
+};
+
+export const useInvoiceCustomizeInitialValues = (): InvoiceCustomizeValues => {
+  const { pdfTemplate } = useBrandingTemplateBoot();
+
+  const defaultPdfTemplate = {
+    templateName: pdfTemplate?.templateName,
+    ...pdfTemplate?.attributes,
+  };
+  return {
+    ...initialValues,
+    ...(transformToForm(
+      defaultPdfTemplate,
+      initialValues,
+    ) as InvoiceCustomizeValues),
+  };
+};

packages/webapp/src/containers/Sales/Invoices/InvoiceForm/InvoiceFloatingActions.tsx

@@ -1,5 +1,5 @@
 // @ts-nocheck
-import React from 'react';
+import React, { useMemo } from 'react';
 import {
   Intent,
   Button,
@@ -10,12 +10,17 @@ import {
   Menu,
   MenuItem,
 } from '@blueprintjs/core';
-import classNames from 'classnames';
-import { CLASSES } from '@/constants/classes';
-import { useFormikContext } from 'formik';
-import { If, Icon, FormattedMessage as T, Group } from '@/components';
 import { useHistory } from 'react-router-dom';
+import classNames from 'classnames';
+import { useFormikContext } from 'formik';
+import { CLASSES } from '@/constants/classes';
+import { If, Icon, FormattedMessage as T, Group, FSelect } from '@/components';
 import { useInvoiceFormContext } from './InvoiceFormProvider';
+import { useInvoiceFormBrandingTemplatesOptions } from './utils';
+import {
+  BrandingThemeFormGroup,
+  BrandingThemeSelectButton,
+} from '@/containers/BrandingTemplates/BrandingTemplatesSelectFields';
 
 /**
  * Invoice floating actions bar.
@@ -75,6 +80,8 @@ export default function InvoiceFloatingActions() {
     resetForm();
   };
 
+  const brandingTemplatesOptions = useInvoiceFormBrandingTemplatesOptions();
+
   return (
     <Group
       spacing={10}
@@ -192,6 +199,26 @@ export default function InvoiceFloatingActions() {
         onClick={handleCancelBtnClick}
         text={<T id={'cancel'} />}
       />
+
+      {/* ----------- Branding Template Select ----------- */}
+      <BrandingThemeFormGroup
+        name={'pdf_template_id'}
+        label={'Branding'}
+        inline
+        fastField
+        style={{ marginLeft: 20 }}
+      >
+        <FSelect
+          name={'pdf_template_id'}
+          items={brandingTemplatesOptions}
+          input={({ activeItem, text, label, value }) => (
+            <BrandingThemeSelectButton text={text || 'Brand Theme'} minimal />
+          )}
+          filterable={false}
+          popoverProps={{ minimal: true }}
+        />
+      </BrandingThemeFormGroup>
     </Group>
   );
 }
+

packages/webapp/src/containers/Sales/Invoices/InvoiceForm/InvoiceFormProvider.tsx

@@ -19,6 +19,7 @@ import {
 } from '@/hooks/query';
 import { useProjects } from '@/containers/Projects/hooks';
 import { useTaxRates } from '@/hooks/query/taxRates';
+import { useGetPdfTemplates } from '@/hooks/query/pdf-templates';
 
 const InvoiceFormContext = createContext();
 
@@ -55,6 +56,10 @@ function InvoiceFormProvider({ invoiceId, baseCurrency, ...props }) {
     { enabled: !!estimateId },
   );
 
+  // Fetches branding templates of invoice.
+  const { data: brandingTemplates, isLoading: isBrandingTemplatesLoading } =
+    useGetPdfTemplates({ resource: 'SaleInvoice' });
+
   const newInvoice = !isEmpty(estimate)
     ? transformToEditForm({
         ...pick(estimate, ['customer_id', 'currency_code', 'entries']),
@@ -105,7 +110,7 @@ function InvoiceFormProvider({ invoiceId, baseCurrency, ...props }) {
 
   // Determines whether the warehouse and branches are loading.
   const isFeatureLoading =
-    isWarehouesLoading || isBranchesLoading || isProjectsLoading;
+    isWarehouesLoading || isBranchesLoading || isProjectsLoading || isBrandingTemplatesLoading;
 
   const provider = {
     invoice,
@@ -119,6 +124,7 @@ function InvoiceFormProvider({ invoiceId, baseCurrency, ...props }) {
     warehouses,
     projects,
     taxRates,
+    brandingTemplates,
 
     isInvoiceLoading,
     isItemsLoading,
@@ -130,6 +136,7 @@ function InvoiceFormProvider({ invoiceId, baseCurrency, ...props }) {
     isBranchesSuccess,
     isWarehousesSuccess,
     isTaxRatesLoading,
+    isBrandingTemplatesLoading,
 
     createInvoiceMutate,
     editInvoiceMutate,

packages/webapp/src/containers/Sales/Invoices/InvoiceForm/utils.tsx

@@ -10,7 +10,6 @@ import {
   compose,
   transformToForm,
   repeatValue,
-  formattedAmount,
   defaultFastFieldShouldUpdate,
 } from '@/utils';
 import { ERROR } from '@/constants/errors';
@@ -31,6 +30,7 @@ import {
   transformAttachmentsToForm,
   transformAttachmentsToRequest,
 } from '@/containers/Attachments/utils';
+import { convertBrandingTemplatesToOptions } from '@/containers/BrandingTemplates/BrandingTemplatesSelectFields';
 
 export const MIN_LINES_NUMBER = 1;
 
@@ -66,6 +66,7 @@ export const defaultInvoice = {
   branch_id: '',
   warehouse_id: '',
   project_id: '',
+  pdf_template_id: '',
   entries: [...repeatValue(defaultInvoiceEntry, MIN_LINES_NUMBER)],
   attachments: [],
 };
@@ -406,3 +407,12 @@ export const useInvoiceCurrencyCode = () => {
 
   return values.currency_code;
 };
+
+export const useInvoiceFormBrandingTemplatesOptions = () => {
+  const { brandingTemplates } = useInvoiceFormContext();
+
+  return React.useMemo(
+    () => convertBrandingTemplatesToOptions(brandingTemplates),
+    [brandingTemplates],
+  );
+};

packages/webapp/src/containers/Sales/Invoices/InvoicesLanding/InvoicesActionsBar.tsx

@@ -7,6 +7,11 @@ import {
   NavbarGroup,
   Intent,
   Alignment,
+  Menu,
+  MenuItem,
+  Popover,
+  PopoverInteractionKind,
+  Position,
 } from '@blueprintjs/core';
 import { useHistory } from 'react-router-dom';
 import {
@@ -32,6 +37,8 @@ import withSettingsActions from '@/containers/Settings/withSettingsActions';
 import { compose } from '@/utils';
 import withDialogActions from '@/containers/Dialog/withDialogActions';
 import { DialogsName } from '@/constants/dialogs';
+import withDrawerActions from '@/containers/Drawer/withDrawerActions';
+import { DRAWERS } from '@/constants/drawers';
 
 /**
  * Invoices table actions bar.
@@ -51,6 +58,9 @@ function InvoiceActionsBar({
 
   // #withDialogsActions
   openDialog,
+
+  // #withDrawerActions
+  openDrawer,
 }) {
   const history = useHistory();
 
@@ -97,6 +107,11 @@ function InvoiceActionsBar({
     downloadExportPdf({ resource: 'SaleInvoice' });
   };
 
+  // Handles the invoice customize button click.
+  const handleCustomizeBtnClick = () => {
+    openDrawer(DRAWERS.BRANDING_TEMPLATES, { resource: 'SaleInvoice' });
+  };
+
   return (
     <DashboardActionsBar>
       <NavbarGroup>
@@ -164,6 +179,25 @@ function InvoiceActionsBar({
         <NavbarDivider />
       </NavbarGroup>
       <NavbarGroup align={Alignment.RIGHT}>
+        <Popover
+          minimal={true}
+          interactionKind={PopoverInteractionKind.CLICK}
+          position={Position.BOTTOM_RIGHT}
+          modifiers={{
+            offset: { offset: '0, 4' },
+          }}
+          content={
+            <Menu>
+              <MenuItem
+                onClick={handleCustomizeBtnClick}
+                text={'Customize Templates'}
+              />
+            </Menu>
+          }
+        >
+          <Button icon={<Icon icon="cog-16" iconSize={16} />} minimal={true} />
+        </Popover>
+        <NavbarDivider />
         <Button
           className={Classes.MINIMAL}
           icon={<Icon icon="refresh-16" iconSize={14} />}
@@ -184,4 +218,5 @@ export default compose(
     invoicesTableSize: invoiceSettings?.tableSize,
   })),
   withDialogActions,
+  withDrawerActions,
 )(InvoiceActionsBar);

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceiveForm/PaymentReceiveFloatingActions.tsx

@@ -12,10 +12,15 @@ import {
   MenuItem,
 } from '@blueprintjs/core';
 import { useHistory } from 'react-router-dom';
-import { Group, Icon, FormattedMessage as T } from '@/components';
+import { FSelect, Group, Icon, FormattedMessage as T } from '@/components';
 import { useFormikContext } from 'formik';
 import { usePaymentReceiveFormContext } from './PaymentReceiveFormProvider';
 import { CLASSES } from '@/constants/classes';
+import {
+  BrandingThemeFormGroup,
+  BrandingThemeSelectButton,
+} from '@/containers/BrandingTemplates/BrandingTemplatesSelectFields';
+import { usePaymentReceivedFormBrandingTemplatesOptions } from './utils';
 
 /**
  * Payment receive floating actions bar.
@@ -53,6 +58,9 @@ export default function PaymentReceiveFormFloatingActions() {
     submitForm();
   };
 
+  const brandingTemplatesOpts =
+    usePaymentReceivedFormBrandingTemplatesOptions();
+
   return (
     <Group
       spacing={10}
@@ -109,6 +117,25 @@ export default function PaymentReceiveFormFloatingActions() {
         onClick={handleCancelBtnClick}
         text={<T id={'cancel'} />}
       />
+
+      {/* ----------- Branding Template Select ----------- */}
+      <BrandingThemeFormGroup
+        name={'pdf_template_id'}
+        label={'Branding'}
+        inline
+        fastField
+        style={{ marginLeft: 20 }}
+      >
+        <FSelect
+          name={'pdf_template_id'}
+          items={brandingTemplatesOpts}
+          input={({ activeItem, text, label, value }) => (
+            <BrandingThemeSelectButton text={text || 'Brand Theme'} minimal />
+          )}
+          filterable={false}
+          popoverProps={{ minimal: true }}
+        />
+      </BrandingThemeFormGroup>
     </Group>
   );
 }

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceiveForm/PaymentReceiveFormProvider.tsx

@@ -13,6 +13,7 @@ import {
   useCreatePaymentReceive,
   useEditPaymentReceive,
 } from '@/hooks/query';
+import { useGetPdfTemplates } from '@/hooks/query/pdf-templates';
 
 // Payment receive form context.
 const PaymentReceiveFormContext = createContext();
@@ -65,6 +66,10 @@ function PaymentReceiveFormProvider({ query, paymentReceiveId, ...props }) {
     isLoading: isProjectsLoading,
   } = useProjects({}, { enabled: !!isProjectsFeatureCan });
 
+  // Fetches branding templates of payment received module.
+  const { data: brandingTemplates, isLoading: isBrandingTemplatesLoading } =
+    useGetPdfTemplates({ resource: 'PaymentReceive' });
+
   // Detarmines whether the new mode.
   const isNewMode = !paymentReceiveId;
 
@@ -102,13 +107,20 @@ function PaymentReceiveFormProvider({ query, paymentReceiveId, ...props }) {
 
     isExcessConfirmed,
     setIsExcessConfirmed,
+
+    // Branding templates
+    brandingTemplates,
+    isBrandingTemplatesLoading,
   };
 
+  const isLoading =
+    isPaymentLoading ||
+    isAccountsLoading ||
+    isCustomersLoading ||
+    isBrandingTemplatesLoading;
+
   return (
-    <DashboardInsider
-      loading={isPaymentLoading || isAccountsLoading || isCustomersLoading}
-      name={'payment-receive-form'}
-    >
+    <DashboardInsider loading={isLoading} name={'payment-receive-form'}>
       <PaymentReceiveFormContext.Provider value={provider} {...props} />
     </DashboardInsider>
   );

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceiveForm/utils.tsx

@@ -19,6 +19,7 @@ import {
   transformAttachmentsToForm,
   transformAttachmentsToRequest,
 } from '@/containers/Attachments/utils';
+import { convertBrandingTemplatesToOptions } from '@/containers/BrandingTemplates/BrandingTemplatesSelectFields';
 
 // Default payment receive entry.
 export const defaultPaymentReceiveEntry = {
@@ -44,10 +45,11 @@ export const defaultPaymentReceive = {
   statement: '',
   amount: '',
   currency_code: '',
-  branch_id: '',
   exchange_rate: 1,
   entries: [],
   attachments: [],
+  branch_id: '',
+  pdf_template_id: '',
 };
 
 export const defaultRequestPaymentEntry = {
@@ -303,3 +305,12 @@ export const getExceededAmountFromValues = (values) => {
 
   return totalAmount - totalApplied;
 };
+
+export const usePaymentReceivedFormBrandingTemplatesOptions = () => {
+  const { brandingTemplates } = usePaymentReceiveFormContext();
+
+  return React.useMemo(
+    () => convertBrandingTemplatesToOptions(brandingTemplates),
+    [brandingTemplates],
+  );
+};

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceivedCustomize/PaymentReceivedCustomize.tsx

@@ -0,0 +1,18 @@
+import { Box } from '@/components';
+import { Classes } from '@blueprintjs/core';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+import { PaymentReceivedCustomizeContent } from './PaymentReceivedCustomizeContent';
+import { BrandingTemplateBoot } from '@/containers/BrandingTemplates/BrandingTemplateBoot';
+
+export default function PaymentReceivedCustomize() {
+  const { payload } = useDrawerContext();
+  const templateId = payload.templateId;
+
+  return (
+    <Box className={Classes.DRAWER_BODY}>
+      <BrandingTemplateBoot templateId={templateId}>
+        <PaymentReceivedCustomizeContent />
+      </BrandingTemplateBoot>
+    </Box>
+  );
+}

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceivedCustomize/PaymentReceivedCustomizeContent.tsx

@@ -0,0 +1,48 @@
+import { useFormikContext } from 'formik';
+import { ElementCustomize } from '../../../ElementCustomize/ElementCustomize';
+import { PaymentReceivedCustomizeGeneralField } from './PaymentReceivedCustomizeFieldsGeneral';
+import { PaymentReceivedCustomizeContentFields } from './PaymentReceivedCustomizeFieldsContent';
+import { PaymentReceivedCustomizeValues } from './types';
+import { PaymentReceivedPaperTemplate } from './PaymentReceivedPaperTemplate';
+import { initialValues } from './constants';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+import { useDrawerActions } from '@/hooks/state';
+import { BrandingTemplateForm } from '@/containers/BrandingTemplates/BrandingTemplateForm';
+
+export function PaymentReceivedCustomizeContent() {
+  const { payload, name } = useDrawerContext();
+  const { closeDrawer } = useDrawerActions();
+
+  const templateId = payload?.templateId || null;
+
+  const handleSuccess = () => {
+    closeDrawer(name);
+  };
+
+  return (
+    <BrandingTemplateForm<PaymentReceivedCustomizeValues>
+      templateId={templateId}
+      defaultValues={initialValues}
+      onSuccess={handleSuccess}
+      resource={'PaymentReceive'}
+    >
+      <ElementCustomize.PaperTemplate>
+        <PaymentReceivedPaperTemplateFormConnected />
+      </ElementCustomize.PaperTemplate>
+
+      <ElementCustomize.FieldsTab id={'general'} label={'General'}>
+        <PaymentReceivedCustomizeGeneralField />
+      </ElementCustomize.FieldsTab>
+
+      <ElementCustomize.FieldsTab id={'content'} label={'Content'}>
+        <PaymentReceivedCustomizeContentFields />
+      </ElementCustomize.FieldsTab>
+    </BrandingTemplateForm>
+  );
+}
+
+function PaymentReceivedPaperTemplateFormConnected() {
+  const { values } = useFormikContext<PaymentReceivedCustomizeValues>();
+
+  return <PaymentReceivedPaperTemplate {...values} />;
+}

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceivedCustomize/PaymentReceivedCustomizeDrawer.tsx

@@ -0,0 +1,32 @@
+// @ts-nocheck
+import React from 'react';
+import * as R from 'ramda';
+import { Drawer, DrawerSuspense } from '@/components';
+import withDrawers from '@/containers/Drawer/withDrawers';
+
+const PaymentReceivedCustomize = React.lazy(
+  () => import('./PaymentReceivedCustomize'),
+);
+
+/**
+ * PaymentReceived customize drawer.
+ * @returns {React.ReactNode}
+ */
+function PaymentReceivedCustomizeDrawerRoot({
+  name,
+  // #withDrawer
+  isOpen,
+  payload
+}) {
+  return (
+    <Drawer isOpen={isOpen} name={name} size={'100%'} payload={payload}>
+      <DrawerSuspense>
+        <PaymentReceivedCustomize />
+      </DrawerSuspense>
+    </Drawer>
+  );
+}
+
+export const PaymentReceivedCustomizeDrawer = R.compose(withDrawers())(
+  PaymentReceivedCustomizeDrawerRoot,
+);

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceivedCustomize/PaymentReceivedCustomizeFieldsContent.tsx

@@ -0,0 +1,44 @@
+// @ts-nocheck
+import { Stack } from '@/components';
+import { Classes } from '@blueprintjs/core';
+import { fieldsGroups } from './constants';
+import {
+  ElementCustomizeContentItemFieldGroup,
+  ElementCustomizeFieldsGroup,
+} from '@/containers/ElementCustomize/ElementCustomizeFieldsGroup';
+
+export function PaymentReceivedCustomizeContentFields() {
+  return (
+    <Stack
+      spacing={10}
+      style={{ padding: 20, paddingBottom: 40, flex: '1 1 auto' }}
+    >
+      <Stack spacing={10}>
+        <h3>General Branding</h3>
+        <p className={Classes.TEXT_MUTED}>
+          Set your invoice details to be automatically applied every timeyou
+          create a new invoice.
+        </p>
+      </Stack>
+
+      <Stack>
+        {fieldsGroups.map((group) => (
+          <ElementCustomizeFieldsGroup label={group.label}>
+            {group.fields.map((item, index) => (
+              <ElementCustomizeContentItemFieldGroup
+                key={index}
+                inputGroupProps={{
+                  name: item.enableKey,
+                  label: item.label,
+                }}
+                switchProps={{
+                  name: item.labelKey,
+                }}
+              />
+            ))}
+          </ElementCustomizeFieldsGroup>
+        ))}
+      </Stack>
+    </Stack>
+  );
+}

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceivedCustomize/PaymentReceivedCustomizeFieldsGeneral.tsx

@@ -0,0 +1,80 @@
+// @ts-nocheck
+import { Classes } from '@blueprintjs/core';
+import {
+  FFormGroup,
+  FieldRequiredHint,
+  FInputGroup,
+  FSwitch,
+  Stack,
+} from '@/components';
+import { FColorInput } from '@/components/Forms/FColorInput';
+import { Overlay } from '../../Invoices/InvoiceCustomize/Overlay';
+import { useIsTemplateNamedFilled } from '@/containers/BrandingTemplates/utils';
+
+export function PaymentReceivedCustomizeGeneralField() {
+  const isTemplateNameFilled = useIsTemplateNamedFilled();
+
+  return (
+    <Stack style={{ padding: 20, flex: '1 1 auto' }}>
+      <Stack spacing={0}>
+        <h2 style={{ fontSize: 16, marginBottom: 10 }}>General Branding</h2>
+        <p className={Classes.TEXT_MUTED}>
+          Set your invoice details to be automatically applied every timeyou
+          create a new invoice.
+        </p>
+      </Stack>
+
+      <FFormGroup
+        name={'templateName'}
+        label={'Template Name'}
+        labelInfo={<FieldRequiredHint />}
+        style={{ marginBottom: 10 }}
+        fastField
+      >
+        <FInputGroup name={'templateName'} fastField />
+      </FFormGroup>
+
+      <Overlay visible={!isTemplateNameFilled}>
+        <Stack spacing={0}>
+          <FFormGroup
+            name={'primaryColor'}
+            label={'Primary Color'}
+            style={{ justifyContent: 'space-between' }}
+            inline
+            fastField
+          >
+            <FColorInput
+              name={'primaryColor'}
+              inputProps={{ style: { maxWidth: 120 } }}
+              fastField
+            />
+          </FFormGroup>
+
+          <FFormGroup
+            name={'secondaryColor'}
+            label={'Secondary Color'}
+            style={{ justifyContent: 'space-between' }}
+            inline
+            fastField
+          >
+            <FColorInput
+              name={'secondaryColor'}
+              inputProps={{ style: { maxWidth: 120 } }}
+              fastField
+            />
+          </FFormGroup>
+
+          <FFormGroup name={'showCompanyLogo'} label={'Logo'} fastField>
+            <FSwitch
+              name={'showCompanyLogo'}
+              label={'Display company logo in the paper'}
+              style={{ fontSize: 14 }}
+              large
+              fastField
+            />
+          </FFormGroup>
+        </Stack>
+      </Overlay>
+    </Stack>
+  );
+}

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceivedCustomize/PaymentReceivedPaperTemplate.tsx

@@ -0,0 +1,162 @@
+import { Group, Stack } from '@/components';
+import {
+  PaperTemplate,
+  PaperTemplateProps,
+  PaperTemplateTotalBorder,
+} from '../../Invoices/InvoiceCustomize/PaperTemplate';
+
+export interface PaymentReceivedPaperTemplateProps extends PaperTemplateProps {
+  billedToAddress?: Array<string>;
+  showBillingToAddress?: boolean;
+
+  billedFromAddress?: Array<string>;
+  showBilledFromAddress?: boolean;
+  billedToLabel?: string;
+
+  // Total.
+  total?: string;
+  showTotal?: boolean;
+  totalLabel?: string;
+
+  // Subtotal.
+  subtotal?: string;
+  showSubtotal?: boolean;
+  subtotalLabel?: string;
+
+  lines?: Array<{
+    paidAmount: string;
+    invoiceAmount: string;
+    invoiceNumber: string;
+  }>;
+
+  // Issue date.
+  paymentReceivedDateLabel?: string;
+  showPaymentReceivedDate?: boolean;
+  paymentReceivedDate?: string;
+
+  // Payment received number.
+  paymentReceivedNumebr?: string;
+  paymentReceivedNumberLabel?: string;
+  showPaymentReceivedNumber?: boolean;
+}
+
+export function PaymentReceivedPaperTemplate({
+  primaryColor,
+  secondaryColor,
+  showCompanyLogo = true,
+  companyLogo,
+  companyName = 'Bigcapital Technology, Inc.',
+
+  billedToAddress = [
+    'Bigcapital Technology, Inc.',
+    '131 Continental Dr Suite 305 Newark,',
+    'Delaware 19713',
+    'United States',
+    '+1 762-339-5634',
+    'ahmed@bigcapital.app',
+  ],
+  billedFromAddress = [
+    '131 Continental Dr Suite 305 Newark,',
+    'Delaware 19713',
+    'United States',
+    '+1 762-339-5634',
+    'ahmed@bigcapital.app',
+  ],
+  showBilledFromAddress,
+  showBillingToAddress,
+  billedToLabel = 'Billed To',
+
+  total = '$1000.00',
+  totalLabel = 'Total',
+  showTotal = true,
+
+  subtotal = '1000/00',
+  subtotalLabel = 'Subtotal',
+  showSubtotal = true,
+
+  lines = [
+    {
+      invoiceNumber: 'INV-00001',
+      invoiceAmount: '$1000.00',
+      paidAmount: '$1000.00',
+    },
+  ],
+  showPaymentReceivedNumber = true,
+  paymentReceivedNumberLabel = 'Payment Number',
+  paymentReceivedNumebr = '346D3D40-0001',
+
+  paymentReceivedDate = 'September 3, 2024',
+  showPaymentReceivedDate = true,
+  paymentReceivedDateLabel = 'Payment Date',
+}: PaymentReceivedPaperTemplateProps) {
+  return (
+    <PaperTemplate
+      primaryColor={primaryColor}
+      secondaryColor={secondaryColor}
+      showCompanyLogo={showCompanyLogo}
+      companyLogo={companyLogo}
+      bigtitle={'Payment'}
+    >
+      <Stack spacing={24}>
+        <PaperTemplate.TermsList>
+          {showPaymentReceivedNumber && (
+            <PaperTemplate.TermsItem label={paymentReceivedNumberLabel}>
+              {paymentReceivedNumebr}
+            </PaperTemplate.TermsItem>
+          )}
+
+          {showPaymentReceivedDate && (
+            <PaperTemplate.TermsItem label={paymentReceivedDateLabel}>
+              {paymentReceivedDate}
+            </PaperTemplate.TermsItem>
+          )}
+        </PaperTemplate.TermsList>
+
+        <Group spacing={10}>
+          {showBilledFromAddress && (
+            <PaperTemplate.Address
+              items={[<strong>{companyName}</strong>, ...billedFromAddress]}
+            />
+          )}
+          {showBillingToAddress && (
+            <PaperTemplate.Address
+              items={[<strong>{billedToLabel}</strong>, ...billedToAddress]}
+            />
+          )}
+        </Group>
+
+        <Stack spacing={0}>
+          <PaperTemplate.Table
+            columns={[
+              { label: 'Invoice #', accessor: 'invoiceNumber' },
+              {
+                label: 'Invoice Amount',
+                accessor: 'invoiceAmount',
+                align: 'right',
+              },
+              { label: 'Paid Amount', accessor: 'paidAmount', align: 'right' },
+            ]}
+            data={lines}
+          />
+          <PaperTemplate.Totals>
+            {showSubtotal && (
+              <PaperTemplate.TotalLine
+                label={subtotalLabel}
+                amount={subtotal}
+                border={PaperTemplateTotalBorder.Gray}
+              />
+            )}
+            {showTotal && (
+              <PaperTemplate.TotalLine
+                label={totalLabel}
+                amount={total}
+                border={PaperTemplateTotalBorder.Dark}
+                style={{ fontWeight: 500 }}
+              />
+            )}
+          </PaperTemplate.Totals>
+        </Stack>
+      </Stack>
+    </PaperTemplate>
+  );
+}

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceivedCustomize/constants.ts

@@ -0,0 +1,78 @@
+export const initialValues = {
+  templateName: '',
+  
+  // Colors
+  primaryColor: '#2c3dd8',
+  secondaryColor: '#2c3dd8',
+
+  // Company logo.
+  showCompanyLogo: true,
+  companyLogo:
+    'https://cdn-development.mercury.com/demo-assets/avatars/mercury-demo-dark.png',
+
+  // Top details.
+  showPaymentReceivedNumber: true,
+  paymentReceivedNumberLabel: 'Payment number',
+
+  showPaymentReceivedDate: true,
+  paymentReceivedDateLabel: 'Date of Issue',
+
+  // Company name
+  companyName: 'Bigcapital Technology, Inc.',
+
+  // Addresses
+  showBilledFromAddress: true,
+  showBillingToAddress: true,
+  billedToLabel: 'Billed To',
+
+  // Entries
+  itemNameLabel: 'Item',
+  itemDescriptionLabel: 'Description',
+  itemRateLabel: 'Rate',
+  itemTotalLabel: 'Total',
+
+  // Totals
+  showSubtotal: true,
+  subtotalLabel: 'Subtotal',
+
+  showTotal: true,
+  totalLabel: 'Total',
+};
+
+export const fieldsGroups = [
+  {
+    label: 'Header',
+    fields: [
+      {
+        labelKey: 'paymentReceivedNumberLabel',
+        enableKey: 'showPaymentReceivedNumber',
+        label: 'Payment No.',
+      },
+      {
+        labelKey: 'paymentReceivedDateLabel',
+        enableKey: 'showPaymentReceivedDate',
+        label: 'Payment Date',
+      },
+      {
+        enableKey: 'showBillingToAddress',
+        labelKey: 'billedToLabel',
+        label: 'Bill To',
+      },
+      {
+        enableKey: 'showBilledFromAddress',
+        label: 'Billed From',
+      },
+    ],
+  },
+  {
+    label: 'Totals',
+    fields: [
+      {
+        labelKey: 'subtotalLabel',
+        enableKey: 'showSubtotal',
+        label: 'Subtotal',
+      },
+      { labelKey: 'totalLabel', enableKey: 'showTotal', label: 'Total' },
+    ],
+  },
+];

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentReceivedCustomize/types.ts

@@ -0,0 +1,60 @@
+import { BrandingTemplateValues } from '@/containers/BrandingTemplates/types';
+
+export interface PaymentReceivedCustomizeValues extends BrandingTemplateValues {
+  // Colors
+  primaryColor?: string;
+  secondaryColor?: string;
+
+  // Company Logo
+  showCompanyLogo?: boolean;
+  companyLogo?: string;
+
+  // Top details.
+  showInvoiceNumber?: boolean;
+  invoiceNumberLabel?: string;
+
+  showDateIssue?: boolean;
+  dateIssueLabel?: string;
+
+  showDueDate?: boolean;
+  dueDateLabel?: string;
+
+  // Company name
+  companyName?: string;
+
+  // Addresses
+  showBilledFromAddress?: boolean;
+  showBillingToAddress?: boolean;
+  billedToLabel?: string;
+
+  // Entries
+  itemNameLabel?: string;
+  itemDescriptionLabel?: string;
+  itemRateLabel?: string;
+  itemTotalLabel?: string;
+
+  // Totals
+  showSubtotal?: boolean;
+  subtotalLabel?: string;
+
+  showDiscount?: boolean;
+  discountLabel?: string;
+
+  showTaxes?: boolean;
+
+  showTotal?: boolean;
+  totalLabel?: string;
+
+  paymentMadeLabel?: string;
+  showPaymentMade?: boolean;
+
+  dueAmountLabel?: string;
+  showDueAmount?: boolean;
+
+  // Footer paragraphs.
+  termsConditionsLabel?: string;
+  showTermsConditions?: boolean;
+
+  statementLabel?: string;
+  showStatement?: boolean;
+}

packages/webapp/src/containers/Sales/PaymentsReceived/PaymentsLanding/PaymentsReceivedActionsBar.tsx

@@ -7,6 +7,11 @@ import {
   NavbarGroup,
   Intent,
   Alignment,
+  Popover,
+  Menu,
+  MenuItem,
+  PopoverInteractionKind,
+  Position,
 } from '@blueprintjs/core';
 
 import { useHistory } from 'react-router-dom';
@@ -38,6 +43,8 @@ import { useDownloadExportPdf } from '@/hooks/query/FinancialReports/use-export-
 
 import { compose } from '@/utils';
 import { DialogsName } from '@/constants/dialogs';
+import withDrawerActions from '@/containers/Drawer/withDrawerActions';
+import { DRAWERS } from '@/constants/drawers';
 
 /**
  * Payment receives actions bar.
@@ -57,6 +64,9 @@ function PaymentsReceivedActionsBar({
 
   // #withDialogActions
   openDialog,
+
+  // #withDrawerActions
+  openDrawer,
 }) {
   // History context.
   const history = useHistory();
@@ -101,6 +111,10 @@ function PaymentsReceivedActionsBar({
   const handlePrintBtnClick = () => {
     downloadExportPdf({ resource: 'PaymentReceive' });
   };
+  // Handle the customize button click.
+  const handleCustomizeBtnClick = () => {
+    openDrawer(DRAWERS.BRANDING_TEMPLATES, { resource: 'PaymentReceive' });
+  };
 
   return (
     <DashboardActionsBar>
@@ -170,6 +184,25 @@ function PaymentsReceivedActionsBar({
         <NavbarDivider />
       </NavbarGroup>
       <NavbarGroup align={Alignment.RIGHT}>
+        <Popover
+          minimal={true}
+          interactionKind={PopoverInteractionKind.CLICK}
+          position={Position.BOTTOM_RIGHT}
+          modifiers={{
+            offset: { offset: '0, 4' },
+          }}
+          content={
+            <Menu>
+              <MenuItem
+                onClick={handleCustomizeBtnClick}
+                text={'Customize Templates'}
+              />
+            </Menu>
+          }
+        >
+          <Button icon={<Icon icon="cog-16" iconSize={16} />} minimal={true} />
+        </Popover>
+        <NavbarDivider />
         <Button
           className={Classes.MINIMAL}
           icon={<Icon icon="refresh-16" iconSize={14} />}
@@ -191,4 +224,5 @@ export default compose(
     paymentReceivesTableSize: paymentReceiveSettings?.tableSize,
   })),
   withDialogActions,
+  withDrawerActions,
 )(PaymentsReceivedActionsBar);

packages/webapp/src/containers/Sales/Receipts/ReceiptCustomize/ReceiptCustomizeContent.tsx

@@ -0,0 +1,47 @@
+import { useFormikContext } from 'formik';
+import { ElementCustomize } from '../../../ElementCustomize/ElementCustomize';
+import { ReceiptCustomizeGeneralField } from './ReceiptCustomizeFieldsGeneral';
+import { ReceiptCustomizeFieldsContent } from './ReceiptCustomizeFieldsContent';
+import { ReceiptPaperTemplate } from './ReceiptPaperTemplate';
+import { ReceiptCustomizeValues } from './types';
+import { initialValues } from './constants';
+import { BrandingTemplateForm } from '@/containers/BrandingTemplates/BrandingTemplateForm';
+import { useDrawerActions } from '@/hooks/state';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+
+export function ReceiptCustomizeContent() {
+  const { payload, name } = useDrawerContext();
+  const { closeDrawer } = useDrawerActions();
+  const templateId = payload?.templateId || null;
+
+  const handleFormSuccess = () => {
+    closeDrawer(name);
+  };
+
+  return (
+    <BrandingTemplateForm<ReceiptCustomizeValues>
+      templateId={templateId}
+      initialValues={initialValues}
+      onSuccess={handleFormSuccess}
+      resource={'SaleReceipt'}
+    >
+      <ElementCustomize.PaperTemplate>
+        <ReceiptPaperTemplateFormConnected />
+      </ElementCustomize.PaperTemplate>
+
+      <ElementCustomize.FieldsTab id={'general'} label={'General'}>
+        <ReceiptCustomizeGeneralField />
+      </ElementCustomize.FieldsTab>
+
+      <ElementCustomize.FieldsTab id={'content'} label={'Content'}>
+        <ReceiptCustomizeFieldsContent />
+      </ElementCustomize.FieldsTab>
+    </BrandingTemplateForm>
+  );
+}
+
+function ReceiptPaperTemplateFormConnected() {
+  const { values } = useFormikContext<ReceiptCustomizeValues>();
+
+  return <ReceiptPaperTemplate {...values} />;
+}

packages/webapp/src/containers/Sales/Receipts/ReceiptCustomize/ReceiptCustomizeDrawer.tsx

@@ -0,0 +1,32 @@
+// @ts-nocheck
+import React from 'react';
+import * as R from 'ramda';
+import { Drawer, DrawerSuspense } from '@/components';
+import withDrawers from '@/containers/Drawer/withDrawers';
+
+const ReceiptCustomizeDrawerBody = React.lazy(
+  () => import('./ReceiptCustomizeDrawerBody'),
+);
+
+/**
+ * Receipt customize drawer.
+ * @returns {React.ReactNode}
+ */
+function ReceiptCustomizeDrawerRoot({
+  name,
+  // #withDrawer
+  isOpen,
+  payload,
+}) {
+  return (
+    <Drawer isOpen={isOpen} name={name} size={'100%'} payload={payload}>
+      <DrawerSuspense>
+        <ReceiptCustomizeDrawerBody />
+      </DrawerSuspense>
+    </Drawer>
+  );
+}
+
+export const ReceiptCustomizeDrawer = R.compose(withDrawers())(
+  ReceiptCustomizeDrawerRoot,
+);

packages/webapp/src/containers/Sales/Receipts/ReceiptCustomize/ReceiptCustomizeDrawerBody.tsx

@@ -0,0 +1,18 @@
+import { Box } from '@/components';
+import { Classes } from '@blueprintjs/core';
+import { ReceiptCustomizeContent } from './ReceiptCustomizeContent';
+import { BrandingTemplateBoot } from '@/containers/BrandingTemplates/BrandingTemplateBoot';
+import { useDrawerContext } from '@/components/Drawer/DrawerProvider';
+
+export default function ReceiptCustomizeDrawerBody() {
+  const { payload } = useDrawerContext();
+  const templateId = payload.templateId;
+
+  return (
+    <Box className={Classes.DRAWER_BODY}>
+      <BrandingTemplateBoot templateId={templateId}>
+        <ReceiptCustomizeContent />
+      </BrandingTemplateBoot>
+    </Box>
+  );
+}

packages/webapp/src/containers/Sales/Receipts/ReceiptCustomize/ReceiptCustomizeFieldsContent.tsx

@@ -0,0 +1,44 @@
+// @ts-nocheck
+import { Stack } from '@/components';
+import { Classes } from '@blueprintjs/core';
+import {
+  ElementCustomizeContentItemFieldGroup,
+  ElementCustomizeFieldsGroup,
+} from '@/containers/ElementCustomize/ElementCustomizeFieldsGroup';
+import { fieldsGroups } from './constants';
+
+export function ReceiptCustomizeFieldsContent() {
+  return (
+    <Stack
+      spacing={10}
+      style={{ padding: 20, paddingBottom: 40, flex: '1 1 auto' }}
+    >
+      <Stack spacing={10}>
+        <h3>General Branding</h3>
+        <p className={Classes.TEXT_MUTED}>
+          Set your invoice details to be automatically applied every timeyou
+          create a new invoice.
+        </p>
+      </Stack>
+
+      <Stack>
+        {fieldsGroups.map((group) => (
+          <ElementCustomizeFieldsGroup label={group.label}>
+            {group.fields.map((item, index) => (
+              <ElementCustomizeContentItemFieldGroup
+                key={index}
+                inputGroupProps={{
+                  name: item.enableKey,
+                  label: item.label,
+                }}
+                switchProps={{
+                  name: item.labelKey,
+                }}
+              />
+            ))}
+          </ElementCustomizeFieldsGroup>
+        ))}
+      </Stack>
+    </Stack>
+  );
+}

packages/webapp/src/containers/Sales/Receipts/ReceiptCustomize/ReceiptCustomizeFieldsGeneral.tsx

@@ -0,0 +1,80 @@
+// @ts-nocheck
+import { Classes } from '@blueprintjs/core';
+import {
+  FFormGroup,
+  FieldRequiredHint,
+  FInputGroup,
+  FSwitch,
+  Stack,
+} from '@/components';
+import { FColorInput } from '@/components/Forms/FColorInput';
+import { useIsTemplateNamedFilled } from '@/containers/BrandingTemplates/utils';
+import { Overlay } from '../../Invoices/InvoiceCustomize/Overlay';
+
+export function ReceiptCustomizeGeneralField() {
+  const isTemplateNameFilled = useIsTemplateNamedFilled();
+
+  return (
+    <Stack style={{ padding: 20, flex: '1 1 auto' }}>
+      <Stack spacing={0}>
+        <h2 style={{ fontSize: 16, marginBottom: 10 }}>General Branding</h2>
+        <p className={Classes.TEXT_MUTED}>
+          Set your invoice details to be automatically applied every timeyou
+          create a new invoice.
+        </p>
+      </Stack>
+
+      <FFormGroup
+        name={'templateName'}
+        label={'Template Name'}
+        labelInfo={<FieldRequiredHint />}
+        fastField
+        style={{ marginBottom: 10 }}
+      >
+        <FInputGroup name={'templateName'} fastField />
+      </FFormGroup>
+
+      <Overlay visible={!isTemplateNameFilled}>
+        <Stack spacing={0}>
+          <FFormGroup
+            name={'primaryColor'}
+            label={'Primary Color'}
+            style={{ justifyContent: 'space-between' }}
+            inline
+            fastField
+          >
+            <FColorInput
+              name={'primaryColor'}
+              inputProps={{ style: { maxWidth: 120 } }}
+              fastField
+            />
+          </FFormGroup>
+
+          <FFormGroup
+            name={'secondaryColor'}
+            label={'Secondary Color'}
+            style={{ justifyContent: 'space-between' }}
+            inline
+            fastField
+          >
+            <FColorInput
+              name={'secondaryColor'}
+              inputProps={{ style: { maxWidth: 120 } }}
+              fastField
+            />
+          </FFormGroup>
+
+          <FFormGroup name={'showCompanyLogo'} label={'Logo'} fastField>
+            <FSwitch
+              name={'showCompanyLogo'}
+              label={'Display company logo in the paper'}
+              style={{ fontSize: 14 }}
+              large
+              fastField
+            />
+          </FFormGroup>
+        </Stack>
+      </Overlay>
+    </Stack>
+  );
+}

packages/webapp/src/containers/Sales/Receipts/ReceiptCustomize/ReceiptPaperTemplate.tsx

@@ -0,0 +1,188 @@
+import { Group, Stack } from '@/components';
+import {
+  PaperTemplate,
+  PaperTemplateProps,
+} from '../../Invoices/InvoiceCustomize/PaperTemplate';
+
+export interface ReceiptPaperTemplateProps extends PaperTemplateProps {
+  // Addresses
+  billedToAddress?: Array<string>;
+  billedFromAddress?: Array<string>;
+  showBilledFromAddress?: boolean;
+  showBilledToAddress?: boolean;
+  billedToLabel?: string;
+
+  // Total
+  total?: string;
+  showTotal?: boolean;
+  totalLabel?: string;
+
+  // Subtotal
+  subtotal?: string;
+  showSubtotal?: boolean;
+  subtotalLabel?: string;
+
+// Customer Note
+  showCustomerNote?: boolean;
+  customerNote?: string;
+  customerNoteLabel?: string;
+
+  // Terms & Conditions
+  showTermsConditions?: boolean;
+  termsConditions?: string;
+  termsConditionsLabel?: string;
+
+  // Lines
+  lines?: Array<{
+    item: string;
+    description: string;
+    rate: string;
+    quantity: string;
+    total: string;
+  }>;
+
+  // Receipt Date.
+  receiptDateLabel?: string;
+  showReceiptDate?: boolean;
+  receiptDate?: string;
+
+  // Receipt Number
+  receiptNumebr?: string;
+  receiptNumberLabel?: string;
+  showReceiptNumber?: boolean;
+}
+
+export function ReceiptPaperTemplate({
+  primaryColor,
+  secondaryColor,
+  showCompanyLogo = true,
+  companyLogo,
+  companyName = 'Bigcapital Technology, Inc.',
+
+  // # Address
+  billedToAddress = [
+    'Bigcapital Technology, Inc.',
+    '131 Continental Dr Suite 305 Newark,',
+    'Delaware 19713',
+    'United States',
+    '+1 762-339-5634',
+    'ahmed@bigcapital.app',
+  ],
+  billedFromAddress = [
+    '131 Continental Dr Suite 305 Newark,',
+    'Delaware 19713',
+    'United States',
+    '+1 762-339-5634',
+    'ahmed@bigcapital.app',
+  ],
+  showBilledFromAddress = true,
+  showBilledToAddress = true,
+  billedToLabel = 'Billed To',
+
+  total = '$1000.00',
+  totalLabel = 'Total',
+  showTotal = true,
+
+  subtotal = '1000/00',
+  subtotalLabel = 'Subtotal',
+  showSubtotal = true,
+
+  showCustomerNote = true,
+  customerNote = 'It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.',
+  customerNoteLabel = 'Customer Note',
+
+  showTermsConditions = true,
+  termsConditions = 'It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.',
+  termsConditionsLabel = 'Terms & Conditions',
+
+  lines = [
+    {
+      item: 'Simply dummy text',
+      description: 'Simply dummy text of the printing and typesetting',
+      rate: '1',
+      quantity: '1000',
+      total: '$1000.00',
+    },
+  ],
+  showReceiptNumber = true,
+  receiptNumberLabel = 'Receipt Number',
+  receiptNumebr = '346D3D40-0001',
+
+  receiptDate = 'September 3, 2024',
+  showReceiptDate = true,
+  receiptDateLabel = 'Receipt Date',
+}: ReceiptPaperTemplateProps) {
+  return (
+    <PaperTemplate
+      primaryColor={primaryColor}
+      secondaryColor={secondaryColor}
+      showCompanyLogo={showCompanyLogo}
+      companyLogo={companyLogo}
+      bigtitle={'Receipt'}
+    >
+      <Stack spacing={24}>
+        <PaperTemplate.TermsList>
+          {showReceiptNumber && (
+            <PaperTemplate.TermsItem label={receiptNumberLabel}>
+              {receiptNumebr}
+            </PaperTemplate.TermsItem>
+          )}
+          {showReceiptDate && (
+            <PaperTemplate.TermsItem label={receiptDateLabel}>
+              {receiptDate}
+            </PaperTemplate.TermsItem>
+          )}
+        </PaperTemplate.TermsList>
+
+        <Group spacing={10}>
+          {showBilledFromAddress && (
+            <PaperTemplate.Address
+              items={[<strong>{companyName}</strong>, ...billedFromAddress]}
+            />
+          )}
+          {showBilledToAddress && (
+            <PaperTemplate.Address
+              items={[<strong>{billedToLabel}</strong>, ...billedToAddress]}
+            />
+          )}
+        </Group>
+
+        <Stack spacing={0}>
+          <PaperTemplate.Table
+            columns={[
+              { label: 'Item', accessor: 'item' },
+              { label: 'Description', accessor: 'item' },
+              { label: 'Rate', accessor: 'rate', align: 'right' },
+              { label: 'Total', accessor: 'total', align: 'right' },
+            ]}
+            data={lines}
+          />
+          <PaperTemplate.Totals>
+            {showSubtotal && (
+              <PaperTemplate.TotalLine
+                label={subtotalLabel}
+                amount={subtotal}
+              />
+            )}
+            {showTotal && (
+              <PaperTemplate.TotalLine label={totalLabel} amount={total} />
+            )}
+          </PaperTemplate.Totals>
+        </Stack>
+
+        <Stack spacing={0}>
+          {showCustomerNote && (
+            <PaperTemplate.Statement label={customerNoteLabel}>
+              {customerNote}
+            </PaperTemplate.Statement>
+          )}
+          {showTermsConditions && (
+            <PaperTemplate.Statement label={termsConditionsLabel}>
+              {termsConditions}
+            </PaperTemplate.Statement>
+          )}
+        </Stack>
+      </Stack>
+    </PaperTemplate>
+  );
+}

packages/webapp/src/containers/Sales/Receipts/ReceiptCustomize/constants.ts

@@ -0,0 +1,103 @@
+export const initialValues = {
+  templateName: '',
+
+  // Colors
+  primaryColor: '#2c3dd8',
+  secondaryColor: '#2c3dd8',
+
+  // Company logo.
+  showCompanyLogo: true,
+  companyLogo:
+    'https://cdn-development.mercury.com/demo-assets/avatars/mercury-demo-dark.png',
+
+  // Receipt Number
+  showReceiptNumber: true,
+  receiptNumberLabel: 'Receipt number',
+
+  // Receipt Date
+  showReceiptDate: true,
+  receiptDateLabel: 'Date of Issue',
+
+  // Company name
+  companyName: 'Bigcapital Technology, Inc.',
+
+  // Addresses
+  showBilledFromAddress: true,
+  showBilledToAddress: true,
+  billedToLabel: 'Billed To',
+
+  // Entries
+  itemNameLabel: 'Item',
+  itemDescriptionLabel: 'Description',
+  itemRateLabel: 'Rate',
+  itemTotalLabel: 'Total',
+
+  // Subtotal
+  showSubtotal: true,
+  subtotalLabel: 'Subtotal',
+
+  // Total
+  showTotal: true,
+  totalLabel: 'Total',
+
+  // Terms & Conditions
+  termsConditionsLabel: 'Terms & Conditions',
+  showTermsConditions: true,
+
+  // Customer Note
+  customerNoteLabel: 'Customer Note',
+  showCustomerNote: true,
+};
+
+export const fieldsGroups = [
+  {
+    label: 'Header',
+    fields: [
+      {
+        labelKey: 'receiptNumberLabel',
+        enableKey: 'showReceiptNumber',
+        label: 'Receipt Number',
+      },
+      {
+        labelKey: 'receiptDateLabel',
+        enableKey: 'showReceiptDate',
+        label: 'Receipt Date',
+      },
+      {
+        enableKey: 'showBilledToAddress',
+        labelKey: 'billedToLabel',
+        label: 'Bill To',
+      },
+      {
+        enableKey: 'showBilledFromAddress',
+        label: 'Billed From',
+      },
+    ],
+  },
+  {
+    label: 'Totals',
+    fields: [
+      {
+        labelKey: 'subtotalLabel',
+        enableKey: 'showSubtotal',
+        label: 'Subtotal',
+      },
+      { labelKey: 'totalLabel', enableKey: 'showTotal', label: 'Total' },
+    ],
+  },
+  {
+    label: 'Statements',
+    fields: [
+      {
+        enableKey: 'showCustomerNote',
+        labelKey: 'customerNoteLabel',
+        label: 'Customer Note',
+      },
+      {
+        enableKey: 'showTermsConditions',
+        labelKey: 'termsConditionsLabel',
+        label: 'Terms & Conditions',
+      },
+    ],
+  },
+];

packages/webapp/src/containers/Sales/Receipts/ReceiptCustomize/types.ts

@@ -0,0 +1,49 @@
+import { BrandingTemplateValues } from "@/containers/BrandingTemplates/types";
+
+export interface ReceiptCustomizeValues extends BrandingTemplateValues {
+  // Colors
+  primaryColor?: string;
+  secondaryColor?: string;
+
+  // Company Logo
+  showCompanyLogo?: boolean;
+  companyLogo?: string;
+
+  // Receipt Number
+  showReceiptNumber?: boolean;
+  receiptNumberLabel?: string;
+
+  // Receipt Date.
+  showReceiptDate?: boolean;
+  receiptDateLabel?: string;
+
+  // Company name
+  companyName?: string;
+
+  // Addresses
+  showBilledFromAddress?: boolean;
+  showBilledToAddress?: boolean;
+  billedToLabel?: string;
+
+  // Entries
+  itemNameLabel?: string;
+  itemDescriptionLabel?: string;
+  itemRateLabel?: string;
+  itemTotalLabel?: string;
+
+  // Subtotal
+  showSubtotal?: boolean;
+  subtotalLabel?: string;
+
+  // Total
+  showTotal?: boolean;
+  totalLabel?: string;
+
+  // Terms & Conditions
+  termsConditionsLabel?: string;
+  showTermsConditions?: boolean;
+
+  // Statement
+  customerNoteLabel?: string;
+  showCustomerNote?: boolean;
+}

packages/webapp/src/containers/Sales/Receipts/ReceiptForm/ReceiptFormFloatingActions.tsx

@@ -11,12 +11,17 @@ import {
   Menu,
   MenuItem,
 } from '@blueprintjs/core';
-import { Group, FormattedMessage as T } from '@/components';
+import { FSelect, Group, FormattedMessage as T } from '@/components';
 import { useFormikContext } from 'formik';
 import { useHistory } from 'react-router-dom';
 import { CLASSES } from '@/constants/classes';
 import { If, Icon } from '@/components';
 import { useReceiptFormContext } from './ReceiptFormProvider';
+import { useReceiptFormBrandingTemplatesOptions } from './utils';
+import {
+  BrandingThemeFormGroup,
+  BrandingThemeSelectButton,
+} from '@/containers/BrandingTemplates/BrandingTemplatesSelectFields';
 
 /**
  * Receipt floating actions bar.
@@ -76,6 +81,8 @@ export default function ReceiptFormFloatingActions() {
     resetForm();
   };
 
+  const brandingTemplatesOptions = useReceiptFormBrandingTemplatesOptions();
+
   return (
     <Group
       spacing={10}
@@ -191,6 +198,25 @@ export default function ReceiptFormFloatingActions() {
         onClick={handleCancelBtnClick}
         text={<T id={'cancel'} />}
       />
+
+      {/* ----------- Branding Template Select ----------- */}
+      <BrandingThemeFormGroup
+        name={'pdf_template_id'}
+        label={'Branding'}
+        inline
+        fastField
+        style={{ marginLeft: 20 }}
+      >
+        <FSelect
+          name={'pdf_template_id'}
+          items={brandingTemplatesOptions}
+          input={({ activeItem, text, label, value }) => (
+            <BrandingThemeSelectButton text={text || 'Brand Theme'} minimal />
+          )}
+          filterable={false}
+          popoverProps={{ minimal: true }}
+        />
+      </BrandingThemeFormGroup>
     </Group>
   );
 }

packages/webapp/src/containers/Sales/Receipts/ReceiptForm/ReceiptFormProvider.tsx

@@ -15,6 +15,7 @@ import {
   useEditReceipt,
 } from '@/hooks/query';
 import { useProjects } from '@/containers/Projects/hooks';
+import { useGetPdfTemplates } from '@/hooks/query/pdf-templates';
 
 const ReceiptFormContext = createContext();
 
@@ -77,7 +78,7 @@ function ReceiptFormProvider({ receiptId, ...props }) {
     [],
   );
 
-  // Handle fetch Items data table or list
+  // Handle fetch Items data table or list.
   const {
     data: { items },
     isLoading: isItemsLoading,
@@ -85,13 +86,16 @@ function ReceiptFormProvider({ receiptId, ...props }) {
     page_size: 10000,
     stringified_filter_roles: stringifiedFilterRoles,
   });
-
   // Fetch project list.
   const {
     data: { projects },
     isLoading: isProjectsLoading,
   } = useProjects({}, { enabled: !!isProjectsFeatureCan });
 
+  // Fetches branding templates of receipt.
+  const { data: brandingTemplates, isLoading: isBrandingTemplatesLoading } =
+    useGetPdfTemplates({ resource: 'SaleReceipt' });
+
   // Fetch receipt settings.
   const { isLoading: isSettingLoading } = useSettingsReceipts();
 
@@ -101,7 +105,6 @@ function ReceiptFormProvider({ receiptId, ...props }) {
   const [submitPayload, setSubmitPayload] = useState({});
 
   const isNewMode = !receiptId;
-
   const isFeatureLoading = isWarehouesLoading || isBranchesLoading;
 
   const provider = {
@@ -130,18 +133,21 @@ function ReceiptFormProvider({ receiptId, ...props }) {
     createReceiptMutate,
     editReceiptMutate,
     setSubmitPayload,
+
+    // Branding templates
+    brandingTemplates,
+    isBrandingTemplatesLoading,
   };
+  const isLoading =
+    isReceiptLoading ||
+    isAccountsLoading ||
+    isCustomersLoading ||
+    isItemsLoading ||
+    isSettingLoading ||
+    isBrandingTemplatesLoading;
+
   return (
-    <DashboardInsider
-      loading={
-        isReceiptLoading ||
-        isAccountsLoading ||
-        isCustomersLoading ||
-        isItemsLoading ||
-        isSettingLoading
-      }
-      name={'receipt-form'}
-    >
+    <DashboardInsider loading={isLoading} name={'receipt-form'}>
       <ReceiptFormContext.Provider value={provider} {...props} />
     </DashboardInsider>
   );

packages/webapp/src/containers/Sales/Receipts/ReceiptForm/utils.tsx

@@ -22,6 +22,7 @@ import {
   transformAttachmentsToForm,
   transformAttachmentsToRequest,
 } from '@/containers/Attachments/utils';
+import { convertBrandingTemplatesToOptions } from '@/containers/BrandingTemplates/BrandingTemplatesSelectFields';
 
 export const MIN_LINES_NUMBER = 1;
 
@@ -61,6 +62,7 @@ export const defaultReceipt = {
   currency_code: '',
   entries: [...repeatValue(defaultReceiptEntry, MIN_LINES_NUMBER)],
   attachments: [],
+  pdf_template_id: '',
 };
 
 const ERRORS = {
@@ -272,3 +274,12 @@ export const resetFormState = ({ initialValues, values, resetForm }) => {
     },
   });
 };
+
+export const useReceiptFormBrandingTemplatesOptions = () => {
+  const { brandingTemplates } = useReceiptFormContext();
+
+  return React.useMemo(
+    () => convertBrandingTemplatesToOptions(brandingTemplates),
+    [brandingTemplates],
+  );
+};

packages/webapp/src/containers/Sales/Receipts/ReceiptsLanding/ReceiptActionsBar.tsx

@@ -7,6 +7,11 @@ import {
   NavbarGroup,
   Intent,
   Alignment,
+  Popover,
+  PopoverInteractionKind,
+  Position,
+  Menu,
+  MenuItem,
 } from '@blueprintjs/core';
 
 import { useHistory } from 'react-router-dom';
@@ -38,6 +43,8 @@ import { SaleReceiptAction, AbilitySubject } from '@/constants/abilityOption';
 
 import { DialogsName } from '@/constants/dialogs';
 import { compose } from '@/utils';
+import withDrawerActions from '@/containers/Drawer/withDrawerActions';
+import { DRAWERS } from '@/constants/drawers';
 
 /**
  * Receipts actions bar.
@@ -55,6 +62,9 @@ function ReceiptActionsBar({
   // #withDialogActions
   openDialog,
 
+  // #withDrawerActions
+  openDrawer,
+
   // #withSettingsActions
   addSetting,
 }) {
@@ -103,6 +113,10 @@ function ReceiptActionsBar({
   const handlePrintButtonClick = () => {
     downloadExportPdf({ resource: 'SaleReceipt' });
   };
+  // Handle customize button click.
+  const handleCustomizeBtnClick = () => {
+    openDrawer(DRAWERS.BRANDING_TEMPLATES, { resource: 'SaleReceipt' });
+  };
 
   return (
     <DashboardActionsBar>
@@ -173,6 +187,25 @@ function ReceiptActionsBar({
         <NavbarDivider />
       </NavbarGroup>
       <NavbarGroup align={Alignment.RIGHT}>
+        <Popover
+          minimal={true}
+          interactionKind={PopoverInteractionKind.CLICK}
+          position={Position.BOTTOM_RIGHT}
+          modifiers={{
+            offset: { offset: '0, 4' },
+          }}
+          content={
+            <Menu>
+              <MenuItem
+                onClick={handleCustomizeBtnClick}
+                text={'Customize Template'}
+              />
+            </Menu>
+          }
+        >
+          <Button icon={<Icon icon="cog-16" iconSize={16} />} minimal={true} />
+        </Popover>
+        <NavbarDivider />
         <Button
           className={Classes.MINIMAL}
           icon={<Icon icon="refresh-16" iconSize={14} />}
@@ -193,4 +226,5 @@ export default compose(
     receiptsTableSize: receiptSettings?.tableSize,
   })),
   withDialogActions,
+  withDrawerActions,
 )(ReceiptActionsBar);