How do I create PDF templates for sales receipts?

Updated on May 28, 2020 02:16AM by Admin

The Sales Receipts App allows you to create your own custom templates which will be used to generate PDF of your Sales Receipts.

Steps To Create

  • Log in and access the Sales Receipts App from your Universal Navigation menu.
  • Click on More(...) icon and select the Settings.
Sales Receipts

  • In the Settings page, click on the Customize App and select Print/Web Layout.
  • Click on the Create button and select the Start with the Default Layout. 

  • Add the Template name in the Create Template pop up and click on the Next.
Create Template

  • Here, you can edit the Templates by using the Drag and Drop editor.
  • You can customize the template file name, Page Layout, Page Size, Page Margin.
Page Layout

  • Using the Drag & Drop option, you can edit the Templates with the Attributes on the Right side Palette. 
  • With the five tabs, Sections, Business attributes, Customer attributes, Sales receipts standard receipts, Sales receipts custom attributes, and sales receipts line custom attributes.
Drag and Drop editor

  • You can also edit the Template by JSON code in the JSON editor.
  • By clicking on the Preview button, you can Preview the edited Template.
JSON editor

  • You can view the Preview of the Template with the provided information.

  • Click on the Save button to update changes.

  • You can view the created Template on the List.

  • Now, create the Sales Receipts with the created template.
PDF Template

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