Difference between revisions of "PDF templates"

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:

You always can clone, update or delete the templates:

Client invoice PDF templates

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

Click "New PDF template":

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

• 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":

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

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":

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

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

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

Back to the table of contents.

Vendor invoice PDF templates

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

Click "New PDF template":

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

• 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":

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

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":

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

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

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

Back to the table of contents.

Quote PDF templates

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

Click "New PDF Template":

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

• 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":

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

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":

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

Back to the table of contents.

Job PO PDF templates

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

Click "New PDF Template":

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

• 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":

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

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":

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

Back to the table of contents.

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:

Click the "New PDF image" button:

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

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

Find the needed template and click "Update":

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

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

Download, update and delete images

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

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":

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

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>
<b>	The tag specifies bold text without any extra importance.	<b>This text is bold</b>
<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>
<h1> to <h6>	Defines Headings level from 1 to 6 different sizes.	<h1 style="color:blue;">This is a heading</h1>
<hr>	Represents a thematic break between paragraph-level tags. It is typically drawn horizontal line.	<hr/>
<i>	The content inside is typically displayed in italic.	<i>This text is italic</i>
<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>
<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>
<p>	The tag defines a paragraph.	<p>This project is due <span style="color: red;">30 days</span>.</p>
<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>
<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>
<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>

• 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:

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

Back to the table of contents.