Setup: PDF Formatting and Layout

This article covers how to customise your PDF Layout.

For example, you may want to customise the Sales Invoice (within Sales.Live) to look the same as your invoice within your Accounting - that's easy, with this tutorial below.
You can also make changes to Quotes or Orders layout too, using the same process.

To find your PDF layout, head to the left hand menu within Sales.Live, Admin/Setup/General.

Customers are presented with this layout for design:

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

If you want to progress on your own, that's awesome! Review these brief tutorial videos below to jump start your PDF layout education:

An Introduction to PDF Design:

Basic Fields, within the PDF Designer:

Calculated Fields, within the PDF Designer:

NOTE: Partners and Customers can see this tutorial for more assistance: https://devexpress.github.io/dotnet-eud/interface-elements-for-web/articles/report-designer.html

Plus Software uses Dev Express tools to add objects and components for faster Development. If a tool or object is available, we prefer to use this functionality.

Need further information?

Submit a ticket to  Support@Plus.Live  - one of our crew would be happy to help.

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