Use your saved Visualforce page in any of your PDF Format records  

1. Click the Gear icon and select Developer Console.
2. Select File | New | Visualforce Page. 
3. Enter a name for your new Visualforce page and click OK. 
4. Paste the contents of the Visualforce Page sample template.
5. Click File | Save. 

Set up your own PDF Format

1. Navigate to the PDF Formats tab.
2. Click New and populate the following fields:
• PDF Format Name: The name of the PDF format to be used on the Billing record
• Type:
  1. Billing
  2. Purchase Order
  3. Activity Statement
  4. Outstanding Statement
  5. 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: API 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. Examples of format are:
  
  • Non-parenthetical negatives = $#,###,###.00
  • Parenthetical negatives = $###,###,##0.00;($###,###,##0.00)
• Numeric Format: Can be used to override the default numeric format.  Examples of format are:
  • Non-parenthetical negatives = #,###,###.00
  • Parenthetical negatives = ###,###,##0.00;(###,###,##0.00)
• Company Information: Company fields will auto-populate from the Company information set in your Salesforce instance if these aren't populated.
• Image: The logo you want to appear on the PDF header
  Note: Images cannot exceed one MB file size and must be .png or .gif file format.
  
• Footer: Any text or image you want to appear in the PDF footer

Sample Visualforce Pages

We have included text files containing Visualforce Markup for examples of our PDFs.

Click a filename to download the template.

BillingProductIrisPdfHLP.txt
BillingServiceIrisPdfHLP.txt
BillingProductIrisPdfLLP.txt
BillingServiceIrisPdfLLP.txt
MasterBillingProductInvoicePDF.txt
MasterBillingServiceInvoicePDF.txt
MasterBillingProductInvoiceLLP.txt
MasterBillingServiceInvoiceLLP.txt

The modern templates from the Echinacea release display below with the word “modern” as part of the filename.

BillingActivityStmtModernPDF.txt
BillingOutstandingStmtModernPDF.txt  
BillingProductModernPDF.txt
BillingServiceModernPDF.txt
PurchaseOrderModernPDF.txt

Miscellaneous Templates 

PurchaseOrderPDF.txt

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