In order to 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.
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3 Landscape Invoice PDF
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You can either have two options: create a new layout or edit an existing layoutone. In both cases you are able to change numerous either case, you can modify various aspects of the layout's design, here are a just design. Here are just a few:
3.1 Standard Invoice Information I
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Field Label | Function |
|---|---|
Additional currencies to be show | Define the additional currencies to be shown on the PDF as per the fixed exchange rate. You can find more information on: 7.5.10 How to show multiple currencies on the PDFs? |
Date for fixed exchanged rate | Please select the date which should determine the relevant exchange rate to be used. You can find more information on: 7.5.10 How to show multiple currencies on the PDFs? |
3.4
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General Font Size
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Show Campaign Period and Show Item Period
Field Label | Function |
|---|---|
Show Campaign Period | Shows the start and end dates of the Media Campaign Period on the Invoice |
Show Item Period | Shows the accounting start and end dates for the specific campaign item on the invoice. |
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3.4 PDF Font Sizes
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General Font Size | Size defined in this field will be set on all PDF, except below |
Font Size My Address (Cover) | Size defined in this field will be set on PDF for Company address on the cover page |
Font Size Tables (Cover) | Size defined in this field will be set on PDF for the tables on the cover page |
Font Size Titles | Size defined in this field will be set on PDF for the titles and the salutation on the PDF |
Font Size Postal Recipient (Cover) | Size defined in this field will be set on PDF for the postal recipient on the cover page |
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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 |
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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
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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 |
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