Q1. What transactions can I customize?
You can customize PDF templates for the following transactions:
Invoices
Note: Delivery Slip and Quotation PDFs will use the invoice template set for the transaction.
Invoice Payments
Customer Credits
Customer Refunds
Q2. How can I create a new PDF template?
Navigate to Settings > Configurations > PDF Templates > Choose a tab: Invoices or Customer Credits and click on Create New Template.
Q3. What sections in the PDF can I edit?
You can edit the following sections within a PDF:
General
Choose from 4 template styles (Classic, Overlay, Smooth, Formal), customize template name, colors, fonts, and add a unique logo per template.
Header
Customize title, document details, references, dates, terms, company info, contact details, GST/VAT ID, delivery, and address format.
Table
Enable/disable tax info, adjust row spacing (Standard, Compact, Relaxed), and customize column headers, widths, and visibility.
Total
Enable/disable the total section, adjust spacing, configure balance labels, and add a tax summary for detailed breakdowns.
Footer
Enable payment options for invoices and edit note titles for both invoices and customer credits.
To apply the changes made in these sections, click Update Preview.
Q4. Can I duplicate templates or organize them?
Yes, you can duplicate templates.
Q5. What are default templates, and how do they work?
There are two types of default templates:
Template default for the organization: This is the default for all contacts unless a specific contact default is set.
Template default for the contact: This is applied when a contact is selected during transaction creation or editing, overriding the organization default if specified.
These defaults automatically apply to new transactions.
Q6. Can I set default PDF templates during the contact import process?
Yes, default templates can be assigned during contact import. The contact import template includes columns for selecting a PDF template per contact.
Q7. What happens if I update an existing template?
Updating a template applies changes to future transactions but previous PDFs remain unaffected.