Difference between revisions of "PDF templates"
(→Client invoice PDF templates) |
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[[File:New cl invoice pdf template2.png|border|1000px]] | [[File:New cl invoice pdf template2.png|border|1000px]] | ||
− | *'''Name''' — | + | *'''Name''' — the name of the template; |
*'''Page size''' — select A4 or a letter size; | *'''Page size''' — select A4 or a letter size; | ||
Line 318: | Line 318: | ||
*'''Locale''' — locale defines the language of the template text; | *'''Locale''' — locale defines the language of the template text; | ||
− | *'''Page header''' — | + | *'''Page header''' — the text that appears at the top of the page; |
− | *'''Page footer''' — | + | *'''Page footer''' — the text that appears at the bottom of the page; |
− | *'''Common note''' — | + | *'''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. | You can define a default client invoice PDF template that will be applied to invoices for all the new clients. | ||
Line 334: | Line 336: | ||
[[File:Update account settings+.png|border|1000px]] | [[File:Update account settings+.png|border|1000px]] | ||
− | You can also select the default client invoice PDF template for | + | 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"''': | Go to the needed client profile, scroll down to the '''Settings''' section and click '''"Update"''': | ||
Line 348: | Line 350: | ||
[[File:Update client invoice.png|border|1000px]] | [[File:Update client invoice.png|border|1000px]] | ||
− | Choose the template from the drop-down list | + | Choose the template from the drop-down list and click '''"Update"''': |
[[File:Update cl invoice2.png|border|1000px]] | [[File:Update cl invoice2.png|border|1000px]] | ||
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[[File:New vendor invoice PDF templates.png|border|1000px]] | [[File:New vendor invoice PDF templates.png|border|1000px]] | ||
− | Fill in the fields, select the needed options and click "Create": | + | Fill in the fields, select the needed options and click '''"Create"''': |
[[File:New cl invoice pdf template2.png|border|1000px]] | [[File:New cl invoice pdf template2.png|border|1000px]] | ||
− | *'''Name''' — | + | *'''Name''' — the name of the template; |
*'''Page size''' — select A4 or a letter size; | *'''Page size''' — select A4 or a letter size; | ||
Line 382: | Line 384: | ||
*'''Locale''' — locale defines the language of the template text; | *'''Locale''' — locale defines the language of the template text; | ||
− | *'''Page header''' — | + | *'''Page header''' — the text that appears at the top of the page; |
− | *'''Page footer''' — | + | *'''Page footer''' — the text that appears at the bottom of the page; |
− | *'''Common note''' — | + | *'''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. | 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 | + | Go to the '''Account''' page, scroll down to the '''Account settings''', and click '''"Update"''': |
[[File:Account settings - def v invoice template.png|border|1000px]] | [[File:Account settings - def v invoice template.png|border|1000px]] | ||
Line 400: | Line 404: | ||
You can also select the default vendor invoice PDF template for each vendor. | 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"''': | + | Go to the needed vendor profile, scroll down to the '''Settings''' section and click '''"Update"''': |
[[File:Update vendor profile+.png|border|1000px]] | [[File:Update vendor profile+.png|border|1000px]] | ||
Line 412: | Line 416: | ||
[[File:Update vendor invoice.png|border|1000px]] | [[File:Update vendor invoice.png|border|1000px]] | ||
− | Choose the template from the drop-down list | + | Choose the template from the drop-down list and click '''"Update"''': |
[[File:Update vendor invoice2.png|border|1000px]] | [[File:Update vendor invoice2.png|border|1000px]] | ||
Line 428: | Line 432: | ||
[[File:New quote pdf template.png|border|1000px]] | [[File:New quote pdf template.png|border|1000px]] | ||
− | Fill in the fields, select the needed options and click "Create": | + | Fill in the fields, select the needed options and click '''"Create"''': |
[[File:New cl invoice pdf template2.png|border|1000px]] | [[File:New cl invoice pdf template2.png|border|1000px]] | ||
− | *'''Name''' — | + | *'''Name''' — the name of the template; |
*'''Page size''' — select A4 or a letter size; | *'''Page size''' — select A4 or a letter size; | ||
Line 444: | Line 448: | ||
*'''Locale''' — locale defines the language of the template text; | *'''Locale''' — locale defines the language of the template text; | ||
− | *'''Page header''' — | + | *'''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. | 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 | + | Go to the '''Account''' page, scroll down to the '''Account settings''' section and click '''"Update"''': |
[[File:Define default quote template.png|border|1000px]] | [[File:Define default quote template.png|border|1000px]] | ||
− | Select the needed one from the drop-down list and click "Update": | + | Select the needed one from the drop-down list and click '''"Update"''': |
[[File:Update account settings (quote).png|border|1000px]] | [[File:Update account settings (quote).png|border|1000px]] | ||
Line 462: | Line 468: | ||
You can select the PDF template for the quote when you create it. | You can select the PDF template for the quote when you create it. | ||
− | If needed, you can select | + | 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]] | [[File:Update quote (pdf template).png|border|1000px]] | ||
− | Choose the template from the drop-down list, and click "Update": | + | Choose the template from the drop-down list, and click '''"Update"''': |
[[File:Update quote2.png|border|1000px]] | [[File:Update quote2.png|border|1000px]] | ||
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[[File:Redirect.jpg|40px|link=Common notes]] Back to the '''table of contents'''. | [[File:Redirect.jpg|40px|link=Common notes]] Back to the '''table of contents'''. | ||
− | =='''Job PO | + | =='''Job PO PDF templates'''== |
To add the job PO pdf templates, go to '''Settings → PDF templates → Job PO''': | To add the job PO pdf templates, go to '''Settings → PDF templates → Job PO''': | ||
Line 482: | Line 488: | ||
[[File:New PDF template (job po).png|border|1000px]] | [[File:New PDF template (job po).png|border|1000px]] | ||
− | Fill in the fields, select the needed options and click "Create": | + | Fill in the fields, select the needed options and click '''"Create"''': |
[[File:New cl invoice pdf template2.png|border|1000px]] | [[File:New cl invoice pdf template2.png|border|1000px]] | ||
− | *'''Name''' — | + | *'''Name''' — the name of the template; |
*'''Page size''' — select A4 or a letter size; | *'''Page size''' — select A4 or a letter size; | ||
Line 498: | Line 504: | ||
*'''Locale''' — locale defines the language of the template text; | *'''Locale''' — locale defines the language of the template text; | ||
− | *'''Page header''' — | + | *'''Page header''' — the text that appears at the top of the page; |
− | *'''Page footer''' — | + | *'''Page footer''' — the text that appears at the bottom of the page; |
− | *'''Common note''' — | + | *'''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. | |
− | Go to the '''Account''' page, scroll down to the | + | 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]] | [[File:Account settings (job po).png|border|1000px]] | ||
− | Select the needed one from the drop-down list and click "Update": | + | Select the needed one from the drop-down list and click '''"Update"''': |
[[File:Update account settings (job po)2.png|border|1000px]] | [[File:Update account settings (job po)2.png|border|1000px]] | ||
Line 516: | Line 524: | ||
You can also select the job PO PDF template for the job when you create it. | 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]] | [[File:Update job (select PO template)1.png|border|1000px]] | ||
Line 634: | Line 642: | ||
That's an example of how your invoice can look like: | That's an example of how your invoice can look like: | ||
− | [[File: | + | [[File:Example of an invoice1.png|border|730px]] [[File:Invoice example.png|border|670px]] |
<span style="color:red">Note:</span> please avoid this sign '''&''' because the system doesn't allow to save the common note. | <span style="color:red">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=Common notes]] Back to the '''table of contents'''. |
Revision as of 09:49, 27 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:
Contents
Client invoice common notes
To add the client invoice common notes, go to Settings → Common notes → Client invoice:
Press "New common note":
Enter the name, the comment, and press "Create":
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":
From the drop-won list choose the needed one, and press "Update":
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:
Press "New common note":
Enter the name, the comment, and press "Create":
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":
From the drop-won list choose the needed one, and press "Update":
You can update the common vendor invoice note in invoices. 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.
Quote common notes
To add the quote common notes, go to Settings → Common notes → Quote:
Press "New common note":
Enter the name, the comment, and press "Create":
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":
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:
Press "New common note":
Enter the name, the comment, and press "Create":
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":
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":
Back to the table of contents.
XHTML elements and attributes
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:
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:
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
Described features will be available with the forthcoming system release.
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.
XHTML elements and attributes
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.