Your PDF Settings will affect how your documents look once you generate a PDF. For example, your Invoices:
- Go the menu 'Settings' > 'PDF Settings':
- Simply enter your default information such as Additional company information, Terms & Conditions and Page footer. These fields will be displayed in your PDF documents based on your preferences.
- Add your payment information.
You can use Payment information to display information that are useful to your customers like your International Bank Account Number (IBAN). Additionally, you can create multiple payment information options, set a default payment information and activate/deactivate your existing payment information.
Note: The payment information option can be selected at the creation of the invoice. The default payment information is automatically selected. If needed, you can choose another one previously created from the PDF Settings.
- Select your PDF settings.
In some countries, the customer Tax number needs to be included in the Invoice. Simply check this option and choose the label to show in the PDFs.
You can change the language of your PDF documents. For example, you can use erplain in English and send PDF Invoices or Purchase orders in Spanish. Simply change the language in 'Language in PDF'. If you prefer to use the customer's language, simply Edit the customer profile and choose its language.
You can also select some PDF settings for each individual document. For example, you can rename 'Estimate' by 'Quote' if this more common for your business, or you can rename 'Shipping Order' by 'Packing list'.
You can also display the remaining units from a Sales Order in the Shipping Order PDF. Simply check this option under the Shipping order settings:
- Don't forget to save:
In your documents lists (Sales orders, Invoices, Purchase orders,...), you can generate and download the PDF for one or multiple documents at the same time.
Simply select the document(s) with the check boxes and click on Download PDF, then 'Execute':