How do I Customize the Address format for PDF templates in the Financials App?

March 6, 2018 05:12pm by Apptivo FAQ

Answered on March 6, 2018 06:31pm by Ishwarya Venkatesh

Apptivo provides you with the option of Customizing the Address format for your PDF templates in the Financial Apps which then can be sent to Customers. The default address format will contain Address line 1, Address line 2, City, State, Zip code and Country name everything on a separate line. By customizing you can change the address section to US format which contains Address line 1, Address line 2 in a separate line, City, State and Zip code in a single line and Country code in a single line.

See the steps to Customize the Address Format for the PDF templates. Let’s take Estimates App.

Steps to Customize the Address Format for PDF templates
  1. Login and access to the “Estimates App” from the Universal Navigation menu bar.
  2. Click on “More -> Settings” from the App header bar.settings
  3. You will be redirected to the Settings page. Move to “Customize App -> Print/Web Layouts”.
  4. “Print/Web Layout” page will be opened. Click on ”View Template” icon to view the existing template.view template
  5. The default template will be opened. Scroll the layout till you view the Address section.
  6. Click on any address, Billing or Shipping and you will see the Inspector Tab.shipping address
  7. Rename the address name as per your wish.
  8. “Address Formatting” toggle will be disabled by default. This toggle on enabling automatically formats your address based on US style. i.e.City, State and Zip code come in a single line.address formatting
  9. Format the label and value by alignment, provide your required font size, face, color and style and provide line spacing if needed.
  10. Make all your changes and click on “Save” button. Your template gets updated successfully.
  11. Move to the Overview page of any Estimates with updated template chosen and click on “Print PDF”.print pdf
  12. Your Estimate can be viewed in the PDF format.estimate pdf
 

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