Estimate/Invoice Settings – PDF Settings

Hours of Operations Header #

The time frame inputted here will appear beneath the company information(make a link to company info settings) section on all PDF’s

Footer text #

 

Terms & Services Label #

This allows you to change the title of the Terms & Services section.

General Settings: #

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Displays the Country from the company information section on all PDF’s

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Adds the Currency symbol to the item costs on all PDF’s.

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Adds page numbers to the bottom of all PDF’s.

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Displays the salesperson selected at order creation, on the top right hand section of the PDF.

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Hides unselected product options so that only the chosen pricing options are displayed on the PDF. If disabled all product pricing options will be visible on the PDF at all times.

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Unit Price Precision #

Allows control over the number of decimal places rounded in the products costs.

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Estimate Specific Settings: #

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Displays the PO# in the Order information Estimate of the Invoice PDF.

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Displays the Estimate due date

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Displays any discounts added on the pricing section of the PDF.

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Displays the added surcharge amount on the PDF.

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If unchecked the individual unit price of products will not be shown on the PDF’s. Only the final total per each line item will be displayed.

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Invoice Specific Settings: #

#

Displays the PO# in the Order information Section of the Invoice PDF.

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Displays any discounts added on the pricing section of the PDF.

“Gif”

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#

Displays the added surcharge amount on the PDF.

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#

If unchecked the individual unit price of products will not be shown on the PDF’s. Only the final total per each line item will be displayed.

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Invoice Logo Image URL #

This is the logo that will appear at the top of your invoices. Either link a url or directly upload an image file.

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Header Background Color #

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Product Templates: #

#

 

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Displays the thumbnail image of the product beside the product information on the PDF.

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Displays the information from the Private Order Notes  on the PDF.

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Displays the Shipping option from the additional information section of the order page. On the PDF

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