How to customize PDF Layout in the Credit Notes app?

Updated on September 14, 2021 05:11AM by Admin

The Credit Notes app allows you to print the individual note’s information using the print PDF option on the overview page. You can customize the layout based on your requirements. Let’s go through the steps to customize the PDF layout in the Credit Notes app.

Steps to configure

  • Log in and access the Credit Notes app from the universal navigation bar.
  • Select Settings from the App Header.
Credit notes app
  • From the Settings page, click on the Customize App → Print/Web Layouts from the left navigation panel.
Settings page
  • Click on the Create button. You have three options in the dropdown list.
  • Start with a blank layout - It’s a blank layout, where you can drag and drop the attributes based on your requirements from the Palette tab.
  • Start with the default layout - Already the layout has attributes, where you can add or remove attributes from the Palette tab.
  • Copy from another layout - Using this option, you can create a new template from an already existing layout.
  • Here, select the Start with a blank layout option from the Create dropdown.
Blank layout
  • Now, on the Create Template pop-up window, enter the Template Name and click on the Next button.
Next button
  • Based on your requirements, drag and drop the attributes from the Palette tab on the right-hand side.
  • Click on the Save button.
SAve button
  • Select the created template as the Default Template.
default template
  • Now, on the Credit Notes overview page, click on the Print PDF button.
Print PDF button
  • You can view the PDF of the selected Credit Note with customized attributes.
PDF image