Difference between revisions of "PDF templates"

Revision as of 13:46, 22 July 2022

Watch our video tutorial on Common notes -

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 add a common note in an invoice.

Open the needed invoice and press "Update":

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

Back to the table of contents.

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 a default vendor invoice common note that will be displayed in every vendors' invoices 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 update the common vendor invoice note in invoices. 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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Back to the table of contents.

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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Add a quote common note

You can update the common quote note in the needed quote when you create it.

You also can add the common not by pressing the "Update":

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

Back to the table of contents.

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 update the common job PO note for the needed job when you create it.

Or open already created job and press "Update":

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

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Back to the table of contents.

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="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.	<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>

For text to start from a new page - <p style="clear: both; display: block; page-break-after: always;"></p>

That's the example on 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.

PDF Templates

Described features will be available with the forthcoming system release.

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:

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You always can clone, update or delete the templates:

Client invoice PDF templates

Described features will be available with the forthcoming system release.

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

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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 — the text that appears in the lower part of the page;

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 each 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

Described features will be available with the forthcoming system release.

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

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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 — the text that appears in the lower part of the page;

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:

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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 — the text that appears in the lower part of the page;

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:

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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 — the text that appears in the lower part of the page;

You can define a default job PO PDF template that will be added to every job 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.

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="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.	<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>

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.