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 including:
- 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)
You can also create custom PDF documents.
Steps
- 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)
- Standard PDF Formats:
- 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.
- Type:
- In the Image section, you can upload an image to use as a logo on your PDF.
- 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.
- In the Footer section, you can add text or an image to provide additional information to your customers.
- Scroll to the bottom of the page and click Save.