How to rearrange the fields in the PDF template in the Sales Receipts app?

Updated on December 29, 2020 04:31AM by Admin

Apptivo Sales Receipts allows you to customize your order templates and fields as per your business requirements. Apptivo’s drag and drop editor makes the customization simpler and helps you to rearrange the attributes depending on your need.

Steps to rearrange

  • Login and access the Sales Receipts from the universal menu.
  • Click on the More(...) icon and select Settings.
Sales Receipts

  • From the Settings page, click on the Customize app and select the Master Layout.
  • Here, you can rearrange the attributes of the sales receipts as per your need by simply dragging and dropping the attributes.
Master Layouts

  • For instance, if you want to move the Currency field from the Sales Receipts Details section to the Summary section, drag the Currency field and drop it on the Summary Information.
  • Click on the Save button to update the changes.
Save

  • Now, go to the Create or Overview page of the sales receipts, you can view the Currency field on the Summary Section.
Summary Section