How do I add fields to a table in PDF templates of invoices?

Updated on November 6, 2020 05:33AM by Admin

The Invoice App of Apptivo allows you to print your invoices in PDF format. Also, you can determine the fields that will be visible in the PDF by customizing your PDF template. This includes adding tables or sections to the template. Let’s go through the steps to add a field to a table in the PDF templates of Invoices.

Steps to add a field to a table

  • Log into your Apptivo account and go to the Invoice App. Select Settings from the App Header. In the Settings page, go to Customize App → Print/Web Layouts from the left navigation panel.
Estimates App

  • The Print/Web Layouts page comes into view. Here, either create a new layout or open an existing layout.
  • Here, we are redirecting to an existing layout.

  • On the Template page, scroll down to the Drag and Drop Editor section.
  • Here, navigate to the Table section. There are already fields added to the table. You can add new attributes (fields) to the table.
  • To add a new field, say, Tags field from the Customer Information section of the Palette, drag and drop it.
  • The field is added to the table at the desired location.
Drag and Drop Editor

  • You can click on the field to view the field’s Inspector tab. Here, you can perform a number of actions.
    • Rename the field
    • Label Format
    • Label Padding
    • Value Format
    • Value Padding
  • Once the changes are made, save them.
Inspector tab

  • Go to the overview page of an Invoice and select the Print PDF button located at the top.
  • Also, ensure that you have selected the configured template.

  • The new field is available in the PDF version of the selected invoice.
Print PDF