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Add Company Information and Logo on Standard PDF Formats

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Overview

Accounting Seed allows you to add your company information and logo to Standard PDF documents. Several Standard PDF documents are included upon installation of Accounting Seed. You can also create custom PDF documents.

Quick Steps (Remind Me)

  1. From Accounting Home, under Master Data Setup, click PDF Formats.
  2. Click Edit to open a PDF document.
  3. In the Image section, upload an image to appear in the upper right corner of your PDF.
  4. In the Footer section, add text or an image to appear at the bottom of your PDF.
  5. Scroll to the bottom of the page and click Save.

 

Detailed Steps (I'm New)

  1. From Accounting Home, under Master Data Setup, click PDF Formats.
    • Standard PDF Formats: 
      • Billing Activity Statement
      • Billing Outstanding Statement
      • Default Billing Product
      • Default Billing Service
      • Default Packing Slip (If Orders & Inventory is installed)
      • Default Purchase Order (If Orders & Inventory is installed)
  2. In the Information section, populate the following fields as appropriate.
    • Type: 
      • Billing
      • Purchase Order
      • Activity Statement
      • Outstanding Statement
      • Packing Slip
    • Visualforce PDF Page: API Name of the Visualforce Page that renders the PDF.
    • Sort Field: API Name of the field used to sort the lines.
    • Default Email Template: Unique Name of the email template used to send out the PDF.
    • Reply to Email: Sets the sending address for a reply to the email.
    • Currency Format: Can be used to override the default currency format.
    • Numeric Format: Can be used to override the default numeric format for example on the quantity field.

      Note: Company fields will auto-populate from the Company information set in your Salesforce instance.

  3. In the Image section, you can upload an image to use as a logo on your PDF.
  4. Click the Image button on the text editor toolbar and follow directions to upload your image. Note: Images cannot exceed one MB file size and must be .png or .gif file format.
  5. In the Footer section, you can add text or an image to provide additional information to your customers.
  6. Scroll to the bottom of the page and click Save.

 

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