Overview

Created by Connect Getaccountify, Modified on Wed, 6 Aug, 2025 at 12:28 PM by Connect Getaccountify

You can create your own PDF templates for various components such as Invoices, Vendor Credits, Credit Notes, etc. which will be used when you generate the PDF from respective modules. By default, system comes with pre-configured PDF templates for Invoices, Vendor Credits and Credit Notes.

Create a New PDF Template

To create a PDF Template:

Go to PDF Template.
Click New in the top right corner of the page.
In the New PDF Template page, enter the required details:

Field	Description
PDF Configuration Name	The name of the PDF template configuration (e.g., Invoice Template, Receipt).
Type	The type of document for the template (e.g., Invoice, Purchase Order).
Template	The actual template file or configuration used for the PDF layout.
Header & Footer Configurations	Configure the header and footer sections of the PDF document (e.g., company logo, page numbers).
Content & Totals to Display	Define the data and totals (e.g., tax, discount, total amount) to be displayed on the PDF.
Table Configuration	Customize the layout of tables (e.g., columns for products, quantity, price).
Content Configuration	Configure the content sections of the PDF, such as text, images, and tables.

Click Save

You can also perform the following actions on existing records:

Edit PDF Template
Go to PDF Template tab, select a template, click Edit, make changes, then Save.

Clone PDF Template
Select a template, click Clone, update details, then Save.

Delete PDF Template
Select a template, click Delete, then confirm.