Setup: PDF Formatting and Layout

Setup: PDF Formatting and Layout

Forecast.Live allows you to generate invoice copies and these are generated as PDFs.

You can customise the layout PDFs within the Application.

By now you should have already set up the first three options, CONNECTED MODE, GENERAL APP SETTINGS and EMAIL SETUP.
  1. Connected Mode (your syncing schedule);
  2. General App Settings (see HERE)
  3. Email Setup (See HERE)
  4. PDF Setup (See HERE)

Let's look at customising these PDF's, shall we?


When the Setup screen appears, you can view the PDF Setup options to the right:



Depending on your resources or time, you can either do this yourself (customise the layout) or you could engage your Partner or Plus to help further - the choice is yours.

 If you want to progress your learning, review these brief tutorial videos below to jump start your PDF layout education:


An Introduction to PDF Design:




Basic Fields, within the PDF Designer: 

 

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Calculated Fields, within the PDF Designer:



Need further information?

Submit a ticket by sending an email to Support@Plus.Live