How do I create PDF templates for sales receipts?

Updated on August 21, 2017 04:40AM by Admin

The Sales Receipts App offers a great new tool that allows you to create your own custom templates which will be used to generate PDF versions of your Sales Receipts.

Steps to create PDF template

  1. Log in and access Sales Receipts App from your Universal Navigation menu bar.
  2. Click on "More(...) -> Settings" icon located at the App header bar.
  3. Click on “Customize App -> Print/Web Layout” from Left navigation panel.
  4. Click on "Create" button to create a new PDF template.
    create pdf template
  5. Click on "Create -> Start with a default layout". Provide a name for the template and click on Next button.
    create template name

  6. There are two editors available, "Drag & Drop" and "JSON" editor. If you have a good knowledge in JSON editor you can customize template using JSON.
    pdf template builder
  7. Drag & Drop is simple and easy to use; It has five tabs, Sections, Business attributes, Customer attributes, Sales receipts standard receipts, Sales receipts custom attributes and sales receipts line custom attributes. 
  8. Provide information related to your sales receipt in the template.
  9. Click on "Save" button to update changes.
  10. You can have a Preview of your creaed PDF template by clicking on the "Preview" button.
    pdf preview

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