PDF templates
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 define the common invoice note for the needed client.
Open the client profile, scroll down to the settings and press "Update":
Choose the needed invoice common note from the drop-down list, and press "Update":
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":
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 define an individual common invoice note for a vendor.
Open the needed vendor profile, scroll down to the settings and press "Update":
Choose the needed invoice common note from the drop-down list, and press "Update":
You can update the common vendor invoice note in invoices as well. 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":
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":
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":
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 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":
Choose the needed job PO common note from the drop-down list, and press "Update":
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":
Back to the table of contents.
XHTML elements and attributes
| a | Specific an anchor (Hyperlink). Use for link in internal/external web documents. |
| b | To make the text to be bold. |
| br | Specific a single line break. |
| div | Defines a division part. |
| h1 to h6 | Defines a Headings level from 1 to 6 different sizes. |
| hr | Represents a thematic break between paragraph-level tags. It is typically drawn horizontal line. |
| i | To make the text to be italic. |
| li | Defines a list item either ordered list or unordered list. |
| ol | Defines an ordered list of items. |
| p | Used to represent a paragraph text. |
| span | Defines an ordered list of items. |
| ul | Used to group and apply styles to inline elements. |
| style | Used to add CSS style |
