In order to take full advantage of the invoice pdf generator functionality, customize the invoice's layout to fit your company's needs. Navigate to the Overview tab and select the Invoice Preferences. Also, make sure that the following 6.1.8 Invoice Item PDF Settings are correct.
Child pages (Children Display) | ||
---|---|---|
|
...
Field Label | Function |
---|---|
RecordType Name | Displays your chosen record type and lets you change it here. |
Invoice Preference Name | Give your Invoice setting a name. |
Logo file name | Displays the selected image file for you logo. |
Logo |
|
Color Hex Code (Background) | Changes the color code of your table on the second page. Please enter the color in hexadecimal. Also refer to 26. |
Color Hex Code (Table Header) | Changes the color code of your table headers on the second page. Please enter the color in hexadecimal. Also refer to 21. |
Left Header Image Source | Allows you to additionally to your logo display the Logo of your customer, agency network or other. Either on the left or right see 9? |
Left Header Image only on Cover Letter | Defines if Left Header Image is displayed on Cover Page/Cover Letter |
Show Left Header Image on Invoice | Defines if Left Header Image is displayed by document type "Invoice" |
Show Left Header Image on Cancellation | Defines if Left Header Image is displayed by document type "Cancellation" |
Show Left Header Image on Credit Note | Defines if Left Header Image is displayed by document type "Credit Note" |
Show Left Header Image (CN Cancellation) | Defines if Left Header Image is displayed by document type "Credit Note Cancellation" |
Hide Notes Box - always | Always hides the Notes Box below the table |
Show rounding note | If checked the label "RoundedValuesHelptext" will be displayed. 7.5.8 Rounding Issues |
Hide Fax | Hides the Fax information of Contacts on your invoice |
Active | Tick the checkbox to activate the layout. If you are not using Legal Entities only the ONE active settings record gets used for all invoices |
Show Footer Html | Activates the footer html label which is referenced by the labels FooterHtml and FooterHtml_BA. |
Show Logo | Check this if you like to display the logo. Make sure you have selected an image by adding you logo. |
Hide additional fees | If checked additional fees/surcharges are not printed on the summary page. |
Show Gross Campaign Cost | Displays the Gross Amount on your invoice if checked. |
Right Header Image Source | Allows you to additionally to your logo display the Logo of your customer, agency network or other. Either on the left or right see 9 |
Hide Box (Technical Specifications) | Hides the box with Technical Specifications. |
Show Signature Block on Invoice | Defines if the signature block is displayed by document type "Invoice" |
Show Signature Block Cancellation | Defines if the signature block is displayed by document type "Cancellation" |
Show Signature Block on Credit Note | Defines if the signature block is displayed by document type "Credit Note" |
Show Signature Block (CN Cancellation) | Defines if the seller signature block is displayed by document type "Cancellation" |
Hide Notes Box - if empty | Only hides the Notes Box below the table if the description field is empty |
Show total discount only | If checked the offered discounts are added up and displayed as one sum. |
Disable Page Break Before Text Blocks | If checked page breaks are disabled before text blocks |
Show Signature Block Below Text Blocks | If checked the Text Blocks are shown according to their Sort Order beneath payment conditions and before signature block |
Show Total Sales Price | If checkchecked, the Sales Price column will be replaced by the total sales price. The Total Sales Price is calculated by the Sales Price and the Sales Price Surcharges. |
...
Field Label | Function |
---|---|
RecordType Name | Displays your chosen record type and lets you change it here. |
Invoice Preference Name | Give your Invoice setting a name. |
Logo file name | Displays the selected image file for you logo. |
Logo |
|
Left Header Image Source | Allows you to additionally to your logo display the Logo of your customer, agency network or other. Either on the left or right see 9? |
Left Header Image only on First Page | Defines if Left Header Image is displayed on the first page |
Show Campaign Period | Shows the Campaign Period on the Invoice |
Show Left Header Image on Invoice | Defines if Left Header Image is displayed by document type "Invoice" |
Show Left Header Image on Cancellation | Defines if Left Header Image is displayed by document type "Cancellation" |
Show Left Header Image on Credit Note | Defines if Left Header Image is displayed by document type "Credit Note" |
Show Left Header Image (CN Cancellation) | Defines if Left Header Image is displayed by document type "Credit Note Cancellation" |
Hide Box (Technical Specifications) | Hides the box with Technical Specifications. |
Show Contact's mailing address | If checked, the PDF will show the contacts mailing address instead of the accounts billing address |
Hide additional fees | If checked additional fees/surcharges are not printed on the summary page. |
Show VAT ID of Accounts | If checked, the VAT ID of all accounts shown on the Invoice PDF will be displayed. Introduced in version 2.137, the default value of existing portrait PDFs will be set to false |
Active | Tick the checkbox to activate the layout. If you are not using Legal Entities only the ONE active settings record gets used for all invoices |
Show total discount only | If checked the offered discounts are added up and displayed as one sum |
Show Logo | Check this if you like to display the logo. Make sure you have selected an image by adding you logo |
Right Header Image Source | Allows you to additionally to your logo display the Logo of your customer, agency network or other. Either on the left or right see 9 |
Show Gross Campaign Cost | Displays the Gross Amount on your invoice if checked. |
Show Item Period | Shows the Item Period on the Invoice |
Show Signature Block on Invoice | Defines if the signature block is displayed by document type "Invoice" |
Show Signature Block Cancellation | Defines if the signature block is displayed by document type "Cancellation" |
Show Signature Block on Credit Note | Defines if the signature block is displayed by document type "Credit Note" |
Show Signature Block (CN Cancellation) | Defines if the seller signature block is displayed by document type "Cancellation" |
Show Footer Html | Activates the footer html label which is referenced by the labels FooterHtml and FooterHtml_BA. |
Show rounding note | If checked the label "RoundedValuesHelptext" will be displayed. 7.5.8 Rounding Issues |
Hide Fax | Hides the Fax information of Contacts on your invoice |
Show Net Price | If checked the net sales price of this Invoice item is shown |
Show Distribution Note | If checked distribution note will be shown |
Disable Page Break Before Text Blocks | If checked page breaks are disabled before text blocks |
...
Field Label | Function |
---|---|
First Page Address Information | Link here to your custom label to configure the Footer on the cover letter. |
Footer Full Size Data | Link here to your custom label if you are using a Full Size Footer on your proposal. |
Footer Middle Data | Link here to your custom label if you are splitting your Footer in Middle Data on your proposal. |
Footer Html Data | Link here to your HTML custom label if you are using a Full Size Footer on your proposal. |
Quantity Discount Column | Link here to your custom label to configure the Quantity Discount Column label in the price matrix |
Agency Discount Column | Link here to your custom label to configure the Agency Discount Column label in the price matrix. |
Technical Specifications | Link here to your custom label to configure the Technical Specifications label for your proposal. |
Conditions of Payment Text | Link here to your custom label to configure the Conditions of Payment Text for your proposal. Enter {hide} in the field when the label should be hidden. |
General Salutation | Link here to your custom label to configure the General Salutation label for your proposal. |
Footer Left Side Data | Link here to your custom label if you are splitting your Footer in Left Side Data on your proposal. |
Footer Right Side Data | Link here to your custom label if you are splitting your Footer in Right Side Data on your proposal. |
Customer Discount Column | Link here to your custom label to configure the Customer Discount Column label in the price matrix. |
Special Discount Column | Link here to your custom label to configure the Special Discount Column label in the price matrix. |
Delivery Advertising Medium | Link here to your custom label to configure the Delivery Advertising Medium label for your proposal. |
Same Value (B1/N1) Sum Block | Link here to your custom label to configure the label to use when B1 = N1, or use existing custom labels. |
...