How do I add my address or letterhead on the top of PDF templates?
If your company already has a letterhead that it prefers to use, you can upload the header and/or footer image within Settings > Profile > Company Details. Doing so allows you to maintain your corporate branding. When a Header image is used, the logo no longer appears on the PDF as it did before (to prevent from doubling).
Related Articles
How do I add or modify the PDF templates for each of the Features?
To add or modify the PDF template for any module, go to the Menu and select Settings. Once here, scroll down to Templates section in Settings. On the top right, click on the drop down and choose which module you want to edit the template for. Once ...
Is there a way you can add our address on the left-hand side of the estimates?
Yes, you can add your address to an estimate in order to show on the PDF. Please follow these steps to do so: Menu > Estimates > Select Estimate > Customer Field EYE icon > Go to Customer Records > Edit > Add address.
Can I add new fields to any of the default Templates?
In the PDF Template you cannot add new Fields, we do have 3 custom Fields/Sections that you can use to meet your needs.
How do I change specific field names when I generate the Bill in PDF format?
To change specific field names when a Bill is generated as a PDF, go to Menu and select Settings. Under Settings, choose templates and from the drop down on the top right, select Bills. Here select the template you wish to edit and then click the ...
How do I edit the Templates for estimate, invoices etc?
To edit the Templates for Estimate, Invoices and others, please go to the Menu and select Settings. Once here, scroll down to Templates. Once here, you can use the drop down on the top right and choose the module you wish to start making changes and ...