Custom PDF

The cover, header, footer, closing page and items-table styling every printed document wears. Each document type keeps its own.

Where

System › Setup › Custom PDF

Who

Anyone allowed to see settings; changes need permission to edit settings.

Company says whose design you are changing. Press Change company to give one company its own; every other company keeps the group’s.

Under Document types, choose the document, for example Invoice, Estimate, Contract or Purchase Order.

Work through the tabs: Cover Page, Header, Footer, Closing Page and Items Table. On the cover page, for example, you add the Cover Image and the Cover Page Text, and say how far from the top and the left the text stands. A picture can also come from Upload from your phone.

Press Preview to see the page, then Save.

A document already sent keeps the design it went out with. The new design is worn by documents printed from now on.