Difference between revisions of "PDF templates"

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Watch our video tutorial on Common notes - [[File:2ag.png|40px|link=https://youtu.be/hCA48afcmR4]]
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=='''PDF Templates'''==
  
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You can define common notes for client invoices, vendor invoices, quotes and job PO.
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You can create PDF templates for client invoices, vendor invoices, quotes, and job PO.
  
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Common note text can contain valid XHTML 1.0 markup. Allowed XHTML elements: a, b, br, div, h1, h2, h3, h4, h5, h6, hr, i, li, ol, p, span, ul. Allowed attributes: href, style.
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PDF templates text can contain valid XHTML 1.0 markup. Allowed XHTML elements: a, b, br, div, h1, h2, h3, h4, h5, h6, hr, i, li, ol, p, span, ul. Allowed attributes: href, style.
  
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To add the common notes, go to '''Settings → Common notes:'''
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To create a template, go to '''Settings → PDF Templates:'''
  
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[[File:Screreenshot 1.png|border|300px]]
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[[File:Settings - pdf templates.png|border|280px]]
  
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You always can update or delete the note:
+
You always can clone, update or delete the templates:
  
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[[File:SsScreenshot 1.png|border|800px]]
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[[File:Client invoice pdf templates+.png|border|1070px]]
  
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=='''Client invoice common notes'''==
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=='''Client invoice PDF templates'''==
  
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To add the client invoice common notes, go to '''Settings → Common notes → Client invoice''':
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To create the client invoice PDF template, go to '''Settings → PDF Templates → Client invoice''':
  
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[[File:1 client cn.png|border|300px]]
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[[File:Settings - pdf templates - client invoice.png|border|280px]]
  
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Press '''"New common note"''':
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Click '''"New PDF template"''':
  
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[[File:2 client cn.png|border|900px]]
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[[File:New pdf template (client invoice).png|border|1000px]]
  
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Enter the name, the comment, and press '''"Create"''':
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Fill in the fields, select the needed options and click '''"Create"''':
  
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[[File:1NEW UPD.png|border|900px]]
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[[File:New cl invoice pdf template2.png|border|1000px]]
  
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You can define a default client invoice common note and it will be displayed in every client invoice you issue.
+
*'''Name''' — the name of the template;
  
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Go to the '''Account''' page, scroll down to the Default settings, and press '''"Update"''':
+
*'''Page size''' — select A4 or a letter size;
  
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[[File:Default common note.png|border|900px]]
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*'''Page orientation''' — select the portrait or landscape page orientation;
  
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From the drop-won list choose the needed one, and press '''"Update"''':
+
*'''Top margin, mm''' — the top margin height in millimeters;
  
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[[File:1325.png|border|900px]]
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*'''Bottom margin, mm''' — the bottom margin height in millimeters;
  
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You can add a common note in an invoice.
+
*'''Locale''' — locale defines the language of the template text;
  
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Open the needed invoice and press '''"Update"''':
+
*'''Page header''' — the text that appears at the top of the page;
  
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[[File:Screekknshot 2.png|border|900px]]
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*'''Page footer''' — the text that appears at the bottom of the page;
  
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Choose the needed invoice common note from the drop-down list, and press '''"Update"''':
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*'''Common note''' — this field is used for any additional notes;
  
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[[File:Scrseeddnshot 3.png|border|600px]]
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*'''Include CAT log details''' — unmark this checkbox if you want to remove CAT log details from the PDF template.
  
−
[[File:Redirect.jpg|40px|link=Common notes]] Back to the '''table of contents'''.
+
You can define a default client invoice PDF template that will be applied to invoices for all the new clients.
  
−
=='''Vendor invoice common notes'''==
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Go to the '''Account''' page, scroll down to the '''Account settings''', and click '''"Update"''':
  
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To add the vendor invoice common notes, go to '''Settings → Common notes → Vendor invoice''':
+
[[File:Account settings (client invoice template).png|border|1000px]]
  
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[[File:Vendvor cn.png|border|300px]]
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Select the needed one from the drop-down list and click '''"Update"''':
  
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Press '''"New common note"''':
+
[[File:Update account settings+.png|border|1000px]]
  
−
[[File:New cn.png|border|900px]]
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You can also select the default client invoice PDF template for a particular client.  
  
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Enter the name, the comment, and press '''"Create"''':
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Go to the needed client profile, scroll down to the '''Settings''' section and click '''"Update"''':
  
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[[File:1 nedw.png|border|900px]]
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[[File:Client profile setting section.png|border|1000px]]
  
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You can define a default vendor invoice common note that will be displayed in every vendors' invoices you issue.
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Select the template from the drop-down list and click '''"Update"''':
  
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Go to the '''Account''' page, scroll down to the Default settings, and press '''"Update"''':
+
[[File:Client profile settings section1.png|border|1000px]]
  
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[[File:Updacte.png|border|900px]]
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If needed, you can select the template for a specific client invoice. Open the needed invoice and click '''"Update"''':
  
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From the drop-down list choose the needed one, and press '''"Update"''':
+
[[File:Update client invoice.png|border|1000px]]
  
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[[File:2c2 vcm.png|border|900px]]
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Choose the template from the drop-down list and click '''"Update"''':
  
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You can update the common vendor invoice note in invoices. Open the needed invoice and press '''"Update"''':
+
[[File:Update cl invoice2.png|border|1000px]]
  
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[[File:Screenshot 9.png|border|900px]]
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[[File:Redirect.jpg|40px|link=PDF templates]] Back to the '''table of contents'''.
  
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Choose the needed invoice common note from the drop-down list, and press '''"Update"''':
+
=='''Vendor invoice PDF templates'''==
  
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[[File:Sccreenshot 8.png|border|600px]]
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To add the vendor invoice PDF templates, go to '''Settings → PDF Templates → Vendor invoice''':
  
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[[File:Redirect.jpg|40px|link=Common notes]] Back to the '''table of contents'''.
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[[File:Settings - pdf templates - vendor invoice.png|border|280px]]
  
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=='''Common notes for individual clients/vendors'''==
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Click '''"New PDF template"''':
  
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If you need to specify a common note for an individual client or vendor, you may do that in an individual <U> [[Client view page – General info tab#Settings|'''client's''']] </U>/<U> [[Client view page – General tab#Settings|'''vendor's''']] </U> profile settings.
+
[[File:New vendor invoice PDF templates.png|border|1000px]]
  
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=='''Quote common notes'''==
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Fill in the fields, select the needed options and click '''"Create"''':
  
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To add the quote common notes, go to '''Settings → Common notes → Quote''':
+
[[File:New cl invoice pdf template2.png|border|1000px]]
  
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[[File:Quote common note.png|border|300px]]
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*'''Name''' — the name of the template;
  
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Press '''"New common note"''':
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*'''Page size''' — select A4 or a letter size;
  
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[[File:Screenffshot 2.png|border|900px]]
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*'''Page orientation''' — select the portrait or landscape page orientation;
  
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Enter the name, the comment, and press '''"Create"''':
+
*'''Top margin, mm''' — the top margin height in millimeters;
  
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[[File:Screeddnshot 3.png|border|900px]]
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*'''Bottom margin, mm''' — the bottom margin height in millimeters;
  
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You can define a default quote common note that will be added to every quote you create.
+
*'''Locale''' — locale defines the language of the template text;
  
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Go to the '''Account''' page, scroll down to the Default settings, and press '''"Update"''':
+
*'''Page header''' — the text that appears at the top of the page;
  
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[[File:1 upd fef comm.png|border|900px]]
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*'''Page footer''' — the text that appears at the bottom of the page;
  
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From the drop-down list choose the needed one, and press '''"Update"''':
+
*'''Common note''' — this field is used for any additional notes;
  
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[[File:Screednddshot 4.png|border|600px]]
+
*'''Include CAT log details''' — unmark this checkbox if you want to remove CAT log details from the PDF template.
  
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==='''Add a common quote note for a client'''===
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You can define a default vendor invoice PDF template that will be applied to invoices for all the new vendors.
  
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You can update the common quote note in the needed quote when you create it.
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Go to the '''Account''' page, scroll down to the '''Account settings''', and click '''"Update"''':
  
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You also can add the common not by pressing the '''"Update"''':
+
[[File:Account settings - def v invoice template.png|border|1000px]]
  
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[[File:Screejjlnshot 4.png|border|900px]]
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Select the needed one from the drop-down list and click '''"Update"''':
  
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Choose the needed quote common note from the drop-down list, and press '''"Update"''':
+
[[File:Update account settings (v invoice).png|border|1000px]]
  
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[[File:Screeasdnshot 5.png|border|600px]]
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You can also select the default vendor invoice PDF template for each vendor.
  
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[[File:Redirect.jpg|40px|link=Common notes]] Back to the '''table of contents'''.
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Go to the needed vendor profile, scroll down to the '''Settings''' section and click '''"Update"''':
  
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=='''Job PO common notes'''==
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[[File:Update vendor profile+.png|border|1000px]]
  
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To add the job PO common notes, go to '''Settings → Common notes → Job PO''':
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Select the template from the drop-down list and click '''"Update"''':
  
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[[File:1 common note.png|border|300px]]
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[[File:Update vendor profile+1.png|border|1000px]]
  
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Press '''"New common note"''':
+
If needed, you can select the template for a specific vendor invoice. Open the needed invoice and click '''"Update"''':
  
−
[[File:Scrcsdeenshot 1.png|border|900px]]
+
[[File:Update vendor invoice.png|border|1000px]]
  
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Enter the name, the comment, and press '''"Create"''':
+
Choose the template from the drop-down list and click '''"Update"''':
  
−
[[File:Screenvvvvvshot 2.png|border|900px]]
+
[[File:Update vendor invoice2.png|border|1000px]]
  
−
You can define a default job PO common note that will be added to every job you create.
+
[[File:Redirect.jpg|40px|link=PDF templates]] Back to the '''table of contents'''.
  
−
Go to the '''Account''' page, scroll down to the Default settings, and press '''"Update"''':
+
=='''Quote PDF templates'''==
  
−
[[File:Updsfefate.png|border|900px]]
+
To create the quote PDF template, go to '''Settings → PDF Templates → Quote''':
  
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From the drop-down list choose the needed one, and press '''"Update"''':
+
[[File:Settings - pdf templates - quote.png|border|280px]]
  
−
[[File:Screensaswfhot 3.png|border|600px]]
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Click '''"New PDF Template"''':
  
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You can update the common job PO note for the needed job when you create it.  
+
[[File:New quote pdf template.png|border|1000px]]
  
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Or open already created job and press '''"Update"''':
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Fill in the fields, select the needed options and click '''"Create"''':
  
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[[File:Scdrreenshot 6.png|border|900px]]
+
[[File:New cl invoice pdf template2.png|border|1000px]]
  
−
Choose the needed job PO common note from the drop-down list, and press '''"Update"''':
+
*'''Name''' — the name of the template;
  
−
[[File:Screenshot 7.png|border|450px]]
+
*'''Page size''' — select A4 or a letter size;
  
−
[[File:Redirect.jpg|40px|link=Common notes]] Back to the '''table of contents'''.
+
*'''Page orientation''' — select the portrait or landscape page orientation;
 +
 
 +
*'''Top margin, mm''' — the top margin height in millimeters;
 +
 
 +
*'''Bottom margin, mm''' — the bottom margin height in millimeters;
 +
 
 +
*'''Locale''' — locale defines the language of the template text;
 +
 
 +
*'''Page header''' — the text that appears at the top of the page;
 +
 
 +
*'''Page footer''' — the text that appears at the bottom of the page;
 +
 
 +
*'''Common note''' — this field is used for any additional notes;
 +
 
 +
*'''Include CAT log details''' — unmark this checkbox if you want to remove CAT log details from the PDF template.
 +
 
 +
You can define a default quote PDF template that will be selected automatically when creating quotes.
 +
 
 +
Go to the '''Account''' page, scroll down to the '''Account settings''' section and click '''"Update"''':
 +
 
 +
[[File:Define default quote template.png|border|1000px]]
 +
 
 +
Select the needed one from the drop-down list and click '''"Update"''':
 +
 
 +
[[File:Update account settings (quote).png|border|1000px]]
 +
 
 +
You can select the PDF template for the quote when you create it.
 +
 
 +
If needed, you can select the template for a specific quote. Open the needed quote and click '''"Update"''':
 +
 
 +
[[File:Update quote (pdf template).png|border|1000px]]
 +
 
 +
Choose the template from the drop-down list, and click '''"Update"''':
 +
 
 +
[[File:Update quote2.png|border|1000px]]
 +
 
 +
[[File:Redirect.jpg|40px|link=PDF templates]] Back to the '''table of contents'''.
 +
 
 +
=='''Job PO PDF templates'''==
 +
 
 +
To add the job PO PDF templates, go to '''Settings → PDF templates → Job PO''':
 +
 
 +
[[File:Settings - pdf templates - job PO.png|border|280px]]
 +
 
 +
Click '''"New PDF Template"''':
 +
 
 +
[[File:New PDF template (job po).png|border|1000px]]
 +
 
 +
Fill in the fields, select the needed options and click '''"Create"''':
 +
 
 +
[[File:New cl invoice pdf template2.png|border|1000px]]
 +
 
 +
*'''Name''' — the name of the template;
 +
 
 +
*'''Page size''' — select A4 or a letter size;
 +
 
 +
*'''Page orientation''' — select the portrait or landscape page orientation;
 +
 
 +
*'''Top margin, mm''' — the top margin height in millimeters;
 +
 
 +
*'''Bottom margin, mm''' — the bottom margin height in millimeters;
 +
 
 +
*'''Locale''' — locale defines the language of the template text;
 +
 
 +
*'''Page header''' — the text that appears at the top of the page;
 +
 
 +
*'''Page footer''' — the text that appears at the bottom of the page;
 +
 
 +
*'''Common note''' — this field is used for any additional notes;
 +
 
 +
*'''Include CAT log details''' — unmark this checkbox if you want to remove CAT log details from the PDF template.
 +
 
 +
You can define a default job PO PDF template that will be applied to every job PO you create.
 +
 
 +
Go to the '''Account''' page, scroll down to the '''Account settings''' section, and click '''"Update"''':
 +
 
 +
[[File:Account settings (job po).png|border|1000px]]
 +
 
 +
Select the needed one from the drop-down list and click '''"Update"''':
 +
 
 +
[[File:Update account settings (job po)2.png|border|1000px]]
 +
 
 +
You can also select the job PO PDF template for the job when you create it.
 +
 
 +
If needed, you can select the job PO template for a specific job. Open the needed job and click "Update":
 +
 
 +
[[File:Update job (select PO template)1.png|border|1000px]]
 +
 
 +
Choose the needed job PO PDF template from the drop-down list and click '''"Update"''':
 +
 
 +
[[File:Update job (select PO template).png|border|1000px]]
 +
 
 +
[[File:Redirect.jpg|40px|link=PDF templates]] Back to the '''table of contents'''.
 +
 
 +
=='''Add images'''==
 +
 
 +
''PDF template images page: [https://cloud.protemos.com/pdf-image-file/index cloud.protemos.com/pdf-image-file/index]''
 +
----
 +
 
 +
This functionality can be used for adding signatures, seals, payment systems logos, etc. to your PDF templates.
 +
 
 +
To add images to your templates, go to the '''PDF images''' page first:
 +
 
 +
[[File:Settings - pdf templates - pdf images+.png|border|270px]]
 +
 
 +
Click the '''"New PDF image"''' button:
 +
 
 +
[[File:Pdf template images+.png|border|1070px]]
 +
 
 +
Fill in the name, select a needed image, then click '''"Create"''':
 +
 
 +
[[File:Upload image.1.png|border|1070px]]
 +
 
 +
The uploaded image will be displayed on the '''PDF template images''' page, and you will be able to add it to the templates:
 +
 
 +
[[File:Uploaded images list.png|border|1070px]]
 +
 
 +
Find the needed template and click '''"Update"''':
 +
 
 +
[[File:Update the template.png|border|1070px]]
 +
 
 +
To add the image, please use the corresponding HTML markup elements and attributes: '''<img src="{IMAGE:visa_logo}" alt=""/>'''
 +
 
 +
[[File:Add image to template (html).png|border|1070px]]
 +
 
 +
This is what the added images will look like on the PDF file:
 +
 
 +
[[File:Pdf example.png|border|650px]]
 +
 
 +
==='''Download, update and delete images'''===
 +
 
 +
You can also download, change the name and choose another image or delete images by clicking the corresponding buttons:
 +
 
 +
[[File:Download, update and delete images.png|border|1070px]]
 +
 
 +
<span style="color:orange">'''Note:'''</span> Images that are already used in templates cannot be deleted, but you can replace the uploaded image so that its name and URL macro stay the same. To do so, click '''"Update"''':
 +
 
 +
[[File:Update uploaded image.png|border|1070px]]
 +
 
 +
Click '''"Choose file"''', select the needed image and click '''"Update"''':
 +
 
 +
[[File:Update uploaded image+.png|border|1070px]]
  
 
=='''XHTML elements and attributes'''==
 
=='''XHTML elements and attributes'''==
Line 170: Line 311:
 
|3. " valign="top" align="center" width="300" | '''EXAMPLE'''
 
|3. " valign="top" align="center" width="300" | '''EXAMPLE'''
 
|4. " valign="top" align="center" width="300" | '''VIEW'''
 
|4. " valign="top" align="center" width="300" | '''VIEW'''
−
 
 
  |-style="height:10px"
 
  |-style="height:10px"
 
|1. " valign="top" align="center" width="100"  |  '''<nowiki><a href></nowiki>'''  
 
|1. " valign="top" align="center" width="100"  |  '''<nowiki><a href></nowiki>'''  
−
|2. " valign="top" align="left" width="300" | The <a> tag defines a hyperlink, which is used to link from one page to another. The most important attribute of the <a> element is the href attribute, which indicates the link's destination.
+
|2. " valign="top" align="left" width="300" | The <a> tag defines a hyperlink, which is used to link from one page to another. The most important attribute of the <a> element is the href attribute, which indicates the link's destination.  
−
|3. " valign="top" align="left" width="300" | <nowiki><a href="protemos.com">Visit my website</a></nowiki>
+
|3. " valign="top" align="left" width="300" | <nowiki><a href="https://protemos.com">Visit my website</a></nowiki>
 +
<br> <nowiki><a href="mailto:as@protemos.com">as@protemos.com</a></nowiki>
 +
 
 
|4. " valign="top" align="center" width="300" | [[File:1 V.png|150px]]
 
|4. " valign="top" align="center" width="300" | [[File:1 V.png|150px]]
  
Line 186: Line 328:
 
|1. " valign="top" align="center" width="100"  | '''<nowiki><br/></nowiki>'''  
 
|1. " valign="top" align="center" width="100"  | '''<nowiki><br/></nowiki>'''  
 
|2. " valign="top" align="left" width="300" | The tag inserts a single line break.
 
|2. " valign="top" align="left" width="300" | The tag inserts a single line break.
 +
To add a blank line, use this tag twice.
 
|3. " valign="top" align="left" width="300" | <nowiki><br/></nowiki>
 
|3. " valign="top" align="left" width="300" | <nowiki><br/></nowiki>
  
Line 192: Line 335:
 
|2. " valign="top" align="left" width="300" | Defines a division part. It's a block-level element  
 
|2. " valign="top" align="left" width="300" | Defines a division part. It's a block-level element  
 
|3. " valign="top" align="left" width="300" | <nowiki><div style="text-align: center;">This text is in the center.</div></nowiki>
 
|3. " valign="top" align="left" width="300" | <nowiki><div style="text-align: center;">This text is in the center.</div></nowiki>
−
|4. " valign="top" align="center" width="300" | [[File:7 C.png|150px]]
+
|4. " valign="top" align="center" width="300" | [[File:Centre.png|150px]]
  
 
  |-style="height:40px"
 
  |-style="height:40px"
Line 264: Line 407:
 
  |}
 
  |}
  
−
For text to start from a new page - <nowiki><p style="clear: both; display: block; page-break-after: always;"></p></nowiki>
+
* If you need to adjust the text in various ways (for instance, change its color and center it), please input the XHTML elements in the following way<nowiki>: <p style=</nowiki>'''"color:orange; text-align: center;"'''<nowiki> >If you have any questions about this invoice, please  <a href="protemos.com">  contact us.</a> </p> </nowiki>
−
 
 
  
 +
* For text to start from a new page: <nowiki><p style="clear: both; display: block; page-break-after: always;"></p></nowiki>
  
−
That's the example on how your invoice can look like:
+
That's an example of how your invoice can look like:
  
−
[[File:Common note ex.png|600px]] [[File:Invoice ex.png|border|500px]]
+
[[File:Invoice pdf template example.2.png|border|900px]] [[File:Invoice example.1.1.png|border|700px]]
  
−
<span style="color:red">Note:</span> please avoid this sign '''&''' because the system doesn't allow to save the common note.
+
<span style="color:orange">'''Note:'''</span> please avoid this sign '''&''' because the system doesn't allow to save the common note.
  
−
[[File:Redirect.jpg|40px|link=Common notes]] Back to the '''table of contents'''.
+
[[File:Redirect.jpg|40px|link=PDF templates]] Back to the '''table of contents'''.

Latest revision as of 12:28, 24 November 2023

PDF Templates

You can create PDF templates for client invoices, vendor invoices, quotes, and job PO.

PDF templates text can contain valid XHTML 1.0 markup. Allowed XHTML elements: a, b, br, div, h1, h2, h3, h4, h5, h6, hr, i, li, ol, p, span, ul. Allowed attributes: href, style.

To create a template, go to Settings → PDF Templates:

Settings - pdf templates.png

You always can clone, update or delete the templates:

Client invoice pdf templates+.png

Client invoice PDF templates

To create the client invoice PDF template, go to Settings → PDF Templates → Client invoice:

Settings - pdf templates - client invoice.png

Click "New PDF template":

New pdf template (client invoice).png

Fill in the fields, select the needed options and click "Create":

New cl invoice pdf template2.png

  • Name — the name of the template;
  • Page size — select A4 or a letter size;
  • Page orientation — select the portrait or landscape page orientation;
  • Top margin, mm — the top margin height in millimeters;
  • Bottom margin, mm — the bottom margin height in millimeters;
  • Locale — locale defines the language of the template text;
  • Page header — the text that appears at the top of the page;
  • Page footer — the text that appears at the bottom of the page;
  • Common note — this field is used for any additional notes;
  • Include CAT log details — unmark this checkbox if you want to remove CAT log details from the PDF template.

You can define a default client invoice PDF template that will be applied to invoices for all the new clients.

Go to the Account page, scroll down to the Account settings, and click "Update":

Account settings (client invoice template).png

Select the needed one from the drop-down list and click "Update":

Update account settings+.png

You can also select the default client invoice PDF template for a particular client.

Go to the needed client profile, scroll down to the Settings section and click "Update":

Client profile setting section.png

Select the template from the drop-down list and click "Update":

Client profile settings section1.png

If needed, you can select the template for a specific client invoice. Open the needed invoice and click "Update":

Update client invoice.png

Choose the template from the drop-down list and click "Update":

Update cl invoice2.png

Redirect.jpg Back to the table of contents.

Vendor invoice PDF templates

To add the vendor invoice PDF templates, go to Settings → PDF Templates → Vendor invoice:

Settings - pdf templates - vendor invoice.png

Click "New PDF template":

New vendor invoice PDF templates.png

Fill in the fields, select the needed options and click "Create":

New cl invoice pdf template2.png

  • Name — the name of the template;
  • Page size — select A4 or a letter size;
  • Page orientation — select the portrait or landscape page orientation;
  • Top margin, mm — the top margin height in millimeters;
  • Bottom margin, mm — the bottom margin height in millimeters;
  • Locale — locale defines the language of the template text;
  • Page header — the text that appears at the top of the page;
  • Page footer — the text that appears at the bottom of the page;
  • Common note — this field is used for any additional notes;
  • Include CAT log details — unmark this checkbox if you want to remove CAT log details from the PDF template.

You can define a default vendor invoice PDF template that will be applied to invoices for all the new vendors.

Go to the Account page, scroll down to the Account settings, and click "Update":

Account settings - def v invoice template.png

Select the needed one from the drop-down list and click "Update":

Update account settings (v invoice).png

You can also select the default vendor invoice PDF template for each vendor.

Go to the needed vendor profile, scroll down to the Settings section and click "Update":

Update vendor profile+.png

Select the template from the drop-down list and click "Update":

Update vendor profile+1.png

If needed, you can select the template for a specific vendor invoice. Open the needed invoice and click "Update":

Update vendor invoice.png

Choose the template from the drop-down list and click "Update":

Update vendor invoice2.png

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Quote PDF templates

To create the quote PDF template, go to Settings → PDF Templates → Quote:

Settings - pdf templates - quote.png

Click "New PDF Template":

New quote pdf template.png

Fill in the fields, select the needed options and click "Create":

New cl invoice pdf template2.png

  • Name — the name of the template;
  • Page size — select A4 or a letter size;
  • Page orientation — select the portrait or landscape page orientation;
  • Top margin, mm — the top margin height in millimeters;
  • Bottom margin, mm — the bottom margin height in millimeters;
  • Locale — locale defines the language of the template text;
  • Page header — the text that appears at the top of the page;
  • Page footer — the text that appears at the bottom of the page;
  • Common note — this field is used for any additional notes;
  • Include CAT log details — unmark this checkbox if you want to remove CAT log details from the PDF template.

You can define a default quote PDF template that will be selected automatically when creating quotes.

Go to the Account page, scroll down to the Account settings section and click "Update":

Define default quote template.png

Select the needed one from the drop-down list and click "Update":

Update account settings (quote).png

You can select the PDF template for the quote when you create it.

If needed, you can select the template for a specific quote. Open the needed quote and click "Update":

Update quote (pdf template).png

Choose the template from the drop-down list, and click "Update":

Update quote2.png

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Job PO PDF templates

To add the job PO PDF templates, go to Settings → PDF templates → Job PO:

Settings - pdf templates - job PO.png

Click "New PDF Template":

New PDF template (job po).png

Fill in the fields, select the needed options and click "Create":

New cl invoice pdf template2.png

  • Name — the name of the template;
  • Page size — select A4 or a letter size;
  • Page orientation — select the portrait or landscape page orientation;
  • Top margin, mm — the top margin height in millimeters;
  • Bottom margin, mm — the bottom margin height in millimeters;
  • Locale — locale defines the language of the template text;
  • Page header — the text that appears at the top of the page;
  • Page footer — the text that appears at the bottom of the page;
  • Common note — this field is used for any additional notes;
  • Include CAT log details — unmark this checkbox if you want to remove CAT log details from the PDF template.

You can define a default job PO PDF template that will be applied to every job PO you create.

Go to the Account page, scroll down to the Account settings section, and click "Update":

Account settings (job po).png

Select the needed one from the drop-down list and click "Update":

Update account settings (job po)2.png

You can also select the job PO PDF template for the job when you create it.

If needed, you can select the job PO template for a specific job. Open the needed job and click "Update":

Update job (select PO template)1.png

Choose the needed job PO PDF template from the drop-down list and click "Update":

Update job (select PO template).png

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Add images

PDF template images page: cloud.protemos.com/pdf-image-file/index

This functionality can be used for adding signatures, seals, payment systems logos, etc. to your PDF templates.

To add images to your templates, go to the PDF images page first:

Settings - pdf templates - pdf images+.png

Click the "New PDF image" button:

Pdf template images+.png

Fill in the name, select a needed image, then click "Create":

Upload image.1.png

The uploaded image will be displayed on the PDF template images page, and you will be able to add it to the templates:

Uploaded images list.png

Find the needed template and click "Update":

Update the template.png

To add the image, please use the corresponding HTML markup elements and attributes: <img src="{IMAGE:visa_logo}" alt=""/>

Add image to template (html).png

This is what the added images will look like on the PDF file:

Pdf example.png

Download, update and delete images

You can also download, change the name and choose another image or delete images by clicking the corresponding buttons:

Download, update and delete images.png

Note: Images that are already used in templates cannot be deleted, but you can replace the uploaded image so that its name and URL macro stay the same. To do so, click "Update":

Update uploaded image.png

Click "Choose file", select the needed image and click "Update":

Update uploaded image+.png

XHTML elements and attributes

TAG DESCRIPTION EXAMPLE VIEW
<a href> The <a> tag defines a hyperlink, which is used to link from one page to another. The most important attribute of the <a> element is the href attribute, which indicates the link's destination. <a href="https://protemos.com">Visit my website</a>


<a href="mailto:as@protemos.com">as@protemos.com</a>

1 V.png
<b> The tag specifies bold text without any extra importance. <b>This text is bold</b> 2 B.png
<br/> The tag inserts a single line break.

To add a blank line, use this tag twice.

<br/>
<div> Defines a division part. It's a block-level element <div style="text-align: center;">This text is in the center.</div> Centre.png
<h1> to <h6> Defines Headings level from 1 to 6 different sizes. <h1 style="color:blue;">This is a heading</h1> 3 H.png
<hr> Represents a thematic break between paragraph-level tags. It is typically drawn horizontal line. <hr/> 1 line.png
<i> The content inside is typically displayed in italic. <i>This text is italic</i> 4 I.png
<li> The tag defines a list item. The <li> tag is used inside ordered lists(<ol>), unordered lists (<ul>) <ol> <li>Quote</li> <li>Project</li> <li>Job</li> </ol> 8Q.png
<ol> The tag defines an ordered list. An ordered list can be numerical or alphabetical. The <li> tag is used to define each list item. <ol> <li>Quote</li> <li>Project</li> <li>Job</li> </ol> 8Q.png
<p> The tag defines a paragraph. <p>This project is due <span style="color: red;">30 days</span>.</p> 1 th.png
<span> The tag is an inline container used to mark up a part of a text, or a part of a document. The tag is much like the <div> element, but <div> is a block-level element and is an inline element. <p>This is a <span style="color:blue;"> paragraph</span>.</p> 5. P.png
<ul> The tag defines an unordered (bulleted) list. Use the <ul> tag together with the <li> tag to create unordered lists. <ul> <li>Quote</li> <li>Project</li> <li>Job</li> </ul> 6. Q.png
<style>
Used to add CSS style, e.g.:
- Underline the text

- Align the text
- Change the size of the text.

<p style="text-decoration: underline;"> Underlined text </p>
<p style="text-align: center;">This text is in the center.</p>
<p style="font-size:12px">This text size is 12 px.</p>
Underlined.png
Centre.png
Font.png
  • If you need to adjust the text in various ways (for instance, change its color and center it), please input the XHTML elements in the following way: <p style="color:orange; text-align: center;" >If you have any questions about this invoice, please <a href="protemos.com"> contact us.</a> </p>
  • For text to start from a new page: <p style="clear: both; display: block; page-break-after: always;"></p>

That's an example of how your invoice can look like:

Invoice pdf template example.2.png Invoice example.1.1.png

Note: please avoid this sign & because the system doesn't allow to save the common note.

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