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These four Configure surfaces define the printed artefacts that CloudHub produces for every order: the invoice the customer receives, the picking list the warehouse picker walks, the shipping note (dispatch note) that goes in the box, and the routing layer that decides whether documents go to PDF or directly to a connected printer. Together they are the document layer of the [Deliver] action verb. Get them right once and every order produces clean, on-brand artefacts without further intervention.

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Invoice Templates

Path: Home, Configure, Invoice Design. The Invoice Templates page is where you define the visual layout of customer-facing invoices. Workspace-level template, applied to every order that produces an invoice. The default template carries:
  1. Company logo (uploaded under Organisation Settings).
  2. Company name, trading address, VAT number.
  3. Invoice number, order number, invoice date.
  4. Customer billing address.
  5. Line items with SKU, description, quantity, unit price ex-VAT, line total ex-VAT.
  6. Subtotal, shipping, VAT, grand total.
  7. Payment terms or “paid in full” note.
  8. Footer with terms and contact details.
Customisation supports the layout style (a few preset designs), the column ordering, the VAT-line presentation (line-by-line or summary), and the footer text.

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Use cases

  1. Brand consistency. A merchant trading multiple consumer-facing brands from one workspace may need separate invoice templates per brand. Today this is per-workspace; multi-brand merchants typically run separate workspaces.
  2. Legal compliance. UK VAT-registered sellers must show the VAT registration number and a VAT-line breakdown on every invoice. Verify the template carries this.
  3. B2B presentation. B2B customers expect a more detailed invoice than retail. The template carries product descriptions and PO references when available.

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Common gotcha

Changes to the template apply to new invoices only. Already-generated invoices retain their original template. If you re-brand and need historical invoices reissued, contact support for a bulk reissue.

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Picking Lists Templates

Path: Home, Configure, Picking List Settings. Picking lists are the document the warehouse picker walks. The page has two tabs: View Existing Picking List Profiles and Create a New Picking List Profile. The default profile shows columns:
ColumnWhat it means
Picking List Profile NameFriendly name (e.g. Picking List)
Layoutportrait or landscape
Date CreatedCreation timestamp
Created byAuthor
StatusActive toggle
ActionsView, Edit
A profile defines the picking-list layout: orientation, columns shown (SKU, location, quantity, customer ref, courier, service), sort order (by bin location for pick path optimisation, by order number, by SKU).

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Multiple profiles

A common pattern is to run multiple profiles for different fulfilment styles:
  1. Single-line orders. Compact landscape layout, sort by bin, dense per page. Maximises picks per page.
  2. Multi-line orders. Portrait layout with one order per page, sort by order. Reduces picker confusion.
  3. B2B large orders. Detailed portrait with PO reference and customer-supplied SKU codes.
Assign profiles per workflow rule under Order Workflow.

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Use cases

  1. Pick-path optimisation. Sorting by bin location reduces walking time. The shorter the pick path, the more orders per hour per picker.
  2. Single-page-per-order. When the warehouse process bags each order individually, one order per page makes the bag-and-label step robust.
  3. Cross-site picking. A 3PL that picks across multiple zones may need a profile that splits a multi-line order across zone-specific pick lists.

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Common gotcha

The picking-list profile is read at the time the list is generated, not at the time the order arrives. A change to the profile takes effect on the next picking-list print, not retroactively.

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Shipping Note Templates

Path: Home, Configure, Shipping Note Templates. The Shipping Note Templates page is small but critical: it sets the printer that shipping notes (dispatch notes) print to. The page shows: 
Select printer:
  ( ) Dell 1100 Laser Printer
  ( ) HP Laserjet 2100
  [ Print ]
Available printers come from the Document Print Management configuration (see below). Click a printer, click Print, the test print confirms the route works.

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Use cases

  1. Single-printer setup. Most operations have one warehouse printer for shipping notes. Pick it once.
  2. Multi-printer setup. Larger operations have a printer per pack station or per zone. The setting routes the print job to the correct printer.
  3. Printer migration. When you replace the printer, re-select.

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Common gotcha

If the printer disappears from the list, the Document Print Management settings have changed (e.g. Print Console disconnected). Reconnect Print Console first, the printer reappears.

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Document Print Management

Path: Home, Configure, Print Management. The Print Management page is the routing layer. Two radio options: 
( ) Use PDF documents for Orders for printing of Order Documents
( ) Use PrintConsole Application for printing of Order Documents
    Your Print Console License Key:  [ENTER3453SDFS]
    [ Click here to download the Print Console for installation to any Windows PC ]
ModeProsCons
PDFNo software install. Document opens in any PDF viewer. Operator drags the print to any printer.Requires manual print step per document. Cannot direct-route to specific printers.
Print ConsoleDirect-to-printer routing. No manual print step. Can route by document type to specific printers.Requires Windows desktop running Print Console with the licence key.
Operations doing more than 50 dispatches a day usually run Print Console for the throughput. Smaller operations use PDF.
  1. Click Click here to download the Print Console for installation to any Windows PC.
  2. Download and install on the warehouse PC connected to the printers.
  3. Enter the Print Console Licence Key shown on the page.
  4. Print Console connects to your CloudHub workspace, lists its connected printers up to the Shipping Note Templates page.

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Use cases

  1. Small operation, low volume. Use PDF mode. Operator opens the email or downloads the dispatch note, prints from their browser. Zero infra.
  2. Mid-size warehouse. Use Print Console on the warehouse PC. Hit dispatch in CloudHub, the dispatch note prints automatically.
  3. Multi-zone warehouse. Multiple Print Console installs (one per zone PC), each with its own licence key, each registering its zone-specific printers.

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Common gotcha

The Print Console licence key is per workspace. Do not share it across workspaces (each workspace gets its own). Print Console will not connect with the wrong key.
NeedWhere to go
Live dispatch KPINerve Centre, the connector card
”Why are my dispatch notes not printing automatically?”Vortex Mind, dispatch operational diagnostics; check Print Console connection
”Show me orders dispatched today, with which picking-list profile they used”Ask Viq, plain-English query
”Open a fix to migrate to a new printer model”Actions Kanban

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Common questions

Can I customise the invoice template beyond the preset layouts? Bespoke layout work is supported via support@247cloudhub.co.uk. The preset layouts cover most B2C and B2B scenarios; bespoke is for unusual brand or compliance requirements. Does CloudHub support thermal-label printers (Zebra, Brother)? Yes, via Print Console on the connected PC. Configure the thermal printer in Windows; Print Console picks it up. Most multichannel operations dispatch labels (carrier-issued) and shipping notes (CloudHub-issued) on different printers. What happens to picking-list profiles when I deactivate one? Active orders pickng under the deactivated profile complete on that profile. New orders use the new active profile. No mid-flight migration. Can I email the invoice to the customer instead of printing it? Yes. The invoice email path uses Email Settings SMTP. Customers receive the same invoice as a PDF attachment.

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Next steps