PDF Customization Introduction

This article will give you a short introduction about different available options in PDF Customization, that will help to Customize your documents.

PDF Customization is divided in different sections such as Header, Body, Footer, Design and Others. Each section contains different fields/options that you enable/disable as per your need.

iOS and Android

Only accessible from Web and Mac app

PDF Customization is not accessible from iOS and Android app. It is only accessible from Web and Mac app.

Web and Mac

Now lets take a look at different sections available in PDF Customization:

From header section you can

  • Edit your company info and upload company logo
  • Set different PDF header and custom Id for each documents.

To know more about header section in detail click here.  

Body

From body section you can

  • Enable/disable different table columns namely Item code, Qty and Price, Tax.
  • Enable/disable different calculation fields and change label text of fields link Adjustments and Grand Total as per your choice.
  • Add Payment Details, Upload payment barcode/QR code, and insert payment link/url.

To know more about body section in detail click here.

From footer section you can

  • Add Footer text/terms and Conditions.
  • Enable/disable client and company signatures.
  • Upload company signature image.

To know more about footer section in detail click here.

Design

From design section you can

  • Change the font and font size.
  • Change the theme colour of the document.
  • Add Header and watermark images.

To know more about design section in detail click here.

Others

From others section you can

  • Change the language.
  • Change the Number Formatter.

To know more about others section in detail click here.

Updated on March 4, 2020

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