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Invoice Template Customisation

How do I enable or disable other fields in the PDF?
  • Click on Edit: on preview screen, click ‘Edit’ over the PDF image
  • Choose Fields: Click on ‘Choose Fields’
  • Search: Search the field which you want to add to the PDF or expand the section (Header, Item and Footer) to view all of them
How can I create my own customised PDF?
  • Select the PDF: On preview screen, select the PDF in which you want the changes
  • Click on Edit: Click on ‘Edit’ to view the customisation available
  • Customise: You can perform the customisation on Header, Item Table, Footer, Font Type, Font Size, Company Details, Invoice Title and Repeat details on each page.
  • Save As: click on ‘Save As’, then give a name to this newly created Template and press ‘Save Template’
How do I customize the PDF title?
  • Select the PDF: On preview screen, select the PDF in which you want the changes
  • Click on Edit: Click on ‘Edit’ to view the customisation available
  • Template Settings: In the Template Settings, an "Invoice Title" field is provided with three options: Auto, Manual, and Disable. Users can customize based on their preference.
Can I print Invoice No, Header and Footer on each page of the PDF?
  • Yes, you can print invoice No, Header and Footer on each page of the PDF by following below steps
    • On Preview screen: Select the PDF in which you want to customize
    • Click on Edit: Click on ‘Edit’ to view the customisation available
    • Template Setting: In the Template Settings, a "Repeat on each page" option is available with three checkboxes: Header, Invoice No, and Footer Users can select their preferences, and the selected ones will appear on each page of the PDF upon clicking 'Save As'.
How can I share, print and download all the copies (first, second, third) of invoice?
  • On the Preview screen, Share, Print, and Download icons are displayed within blue circles. Clicking the arrow next to them reveals the option to perform these actions for all copies at once.

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