Difference between revisions of "PDF templates"

Revision as of 10:32, 20 May 2020

You can define common notes for client invoices, vendor invoices, quotes and job PO.

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.

To add the common notes, go to Settings → Common notes:

You always can update or delete the note:

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Client invoice common notes

To add the client invoice common notes, go to Settings → Common notes → Client invoice:

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Press "New common note":

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Enter the name, the comment, and press "Create":

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You can define a default client invoice common note and it will be displayed in every client invoice you issue.

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

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From the drop-won list choose the needed one, and press "Update":

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You can define the common invoice note for the needed client.

Open the client profile, scroll down to the settings and press "Update":

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Choose the needed invoice common note from the drop-down list, and press "Update":

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You can update this setting in the invoice as well.

Open the needed invoice and press "Update":

Choose the needed invoice common note from the drop-down list, and press "Update":

Vendor invoice common notes

To add the vendor invoice common notes, go to Settings → Common notes → Vendor invoice:

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Press "New common note":

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Enter the name, the comment, and press "Create":

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You can define an individual common invoice note for a vendor. Open the needed vendor profile, scroll down to the settings and press "Update":

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Choose the needed invoice common note from the drop-down list, and press "Update":

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You can update the common vendor invoice note in invoices as well. Open the needed invoice and press "Update":

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Choose the needed invoice common note from the drop-down list, and press "Update":

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Quote common notes

To add the quote common notes, go to Settings → Common notes → Quote:

Press "New common note":

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Enter the name, the comment, and press "Create":

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You can define a default quote common note that will be added to every quote you create.

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

From the drop-down list choose the needed one, and press "Update":

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You can define an individual common quote note for a client, and it will be displayed on every PDF file of the quote you send to the client.

To do so, open the needed client profile, scroll down to the settings and press "Update":

Choose the needed quote common note from the drop-down list, and press "Update":

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You can update the common quote note in the needed quote as well.

Open the quote and press "Update":

Choose the needed quote common note from the drop-down list, and press "Update":

Job PO common notes

To add the job PO common notes, go to Settings → Common notes → Job PO:

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Press "New common note":

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Enter the name, the comment, and press "Create":

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You can define a default job PO common note that will be added to every job you create.

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

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From the drop-down list choose the needed one, and press "Update":

You can define an individual common job PO note for a vendor.

To do so, open the needed vendor profile, scroll down to the settings and press "Update":

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Choose the needed job PO common note from the drop-down list, and press "Update":

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You can update the common job PO note for the needed job. Open the job and press "Update":

Choose the needed job PO common note from the drop-down list, and press "Update":

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