Customize PDFs (Invoice, Packing Slip, Credit Memo)

Overview

PDFs such as Invoices, Packing Slips (Shipments), and Credit Memos can be "Printed" (downloaded) by the Admin and Customer. Zoey has many settings for customizing the information shown on the PDF documents.

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Print Order view from the Customer's My Account Section

Settings

All PDF settings can be found by navigating to Orders > PDF Settings.


The top section called Settings will affect all of the PDFs printed from your store.

This section allows you to configure the following:

  • Logo for PDFs
    A custom Logo for your PDF documents. Recommended size: 200x50px. Use only JPEG, PNG or TIFF file types.
  • Show Product Images in PDFs
    This setting allows you to show/hide product images of each "Item" in all of your PDF documents
  • Address
    This Address prints below the Logo on all PDF documents. We recommend using this field for more than just your business' address information if you need other info like Tax ID to show on all documents.
  • Show Item Tax In PDF
    When set to Yes, the Tax column will be displayed with the amount of tax for each item.
  • Display Items in Fixed Width Table
    When set to Yes, each cell of the item table will be of a fixed width.
  • Force Wrap Items Table Text
    When set to Yes, the text within the items table will be wrapped onto additional lines when possible.
  • Add Alternating Background Color
    When set to Yes, every other item row will be shaded to help distinguish them.
  • Display Order Sales Reps in PDFs
    When set to Yes, each PDF will display the Sales Rep on the order.
  • Display "Item Quantity" Total in PDFs/Checkout/Admin/Mobile
    Enabling this setting will show the Total Quantity of Items on the Storefront Checkout, Admin Order Create, Admin Quote Create and Mobile App Order Create/Quote Create.
  • Show Customer Name
    When set to No, the customer Contact's name will not display on PDFs in the Bill To section.
  • Show Email Address
    When set to No, the customer Contact's email address will not display on PDFs in the Bill To section.
  • Duplicate Shipping Address Information
    When set to Yes, the Shipping Address Information will be printed even if it is the same as the Billing Address Information. When set to No, the Shipping Address will display text specified in Duplicate Address Text below.
  • Sales Item Padding
    Allows you to set the padding between each cell of the items table on your PDFs.
  • PDF Styles
    Allows you to enter CSS to apply changes to all PDFs. This is an advanced feature which can be used to edit your documents greatly! Click here to learn more.
  • PDF Footer Text Line
    Allows you to enter up to 3 lines of text to be displayed at the bottom of all PDF documents.


Individual PDF Settings

Zoey provides the ability to customize each type of PDF in these sections:

  • Payment and Order Settings - Contains settings for the Invoice PDF
  • Shipment Settings - Shipping PDF or "Packing Slip"
  • Credit Memo Settings - Refund PDF
  • Draft Settings - Drafts use the Order PDF's configuration
  • Pick List - For picking and packing items within your warehouse

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Invoices, Payments, Orders, and Drafts use the same base PDF template.

There are settings to configure each individually, but some changes you make will affect all these documents.

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These sections each contain similar settings to design each PDF individually. Below we will describe some important settings for each type of PDF.

  • Template
    You can choose between Modern and Classic PDF templates for your Invoice / Payment, Order, Shipment, Credit Memo. Click here to see examples of each template.
  • Header Info HTML
    This setting is a code box which contains HTML and variables to display your PDF's header section. You can edit this to make custom changes to the headers of the Order PDF, Payment Receipt PDF, and Invoice PDF.

    There are two links below the Header Info boxes which enable you to Preview that specific PDF template by selecting a record, or Revert template to original which will undo all of your changes and set the PDF's header back to default.
  • Rename Order PDF
    Allows you to display the Order PDF to Payment.
  • Item Sort
    This setting allows you to specify the sort order for the items in the items table on the document. You can specify from several options (see below) including Order Added to Cart, Alphabetical and by Price.

  • PDF Orientation
    This setting allows you to specify Portrait or Landscape for your PDF documents. We recommend using Landscape when adding multiple attributes to the items grid (see Item Attributes To Show setting below)
  • Header Text, Above Items Text and Ending Message Text
    Each PDF has WYSIWYG text fields that allow you to add Text (HTML) to the PDF document in each of three locations (Header, Above Items and Ending Message - below the totals).
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Text Locations on the Invoice

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WYSIWYG Field for Header Text from Example Above

  • Item Attributes To Show
    This section allows you to specify additional columns for the Items table on each document. You can choose which product attribute to display and customize the Column Header (Attribute Label). By default, you will see the SKU column added. You can remove, rename, change, add more and drag & drop sort the order of these columns here (see below)

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Admin and Customer Order Comments can be displayed on your PDFs.

Review these settings carefully to ensure that your Private Order Comments are not being displayed unintentionally to your customers. Learn more about Order Comments Here.

  • Show Customer Comments on Admin PDF
    When set to Yes, the information entered will also print as a note in the PDF
  • Show Customer Comments on Customer PDF
    When set Enable Order Comments is set to Yes the information entered will also print as a note in the PDF.
  • Show Order History on Admin PDF
    When set to Yes the order history, including comments and status updates, will also print as a note in the PDF.
  • Show Order History on Customer PDF
    When set to Yes the order history, including comments and status updates, will also print as a note in the PDF. Only comments marked visible on frontend will appear.

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There are many more settings for each individual PDF document.

Use the tooltips to help understand what the setting does and be aware of which section the setting is in to know which PDF it will affect.


Draft Settings

  • Show Comments on Admin PDF
    When set to Yes, the the information entered will also print as a note in the Draft PDF
  • Show Comments on Customer PDF
    When set to Yes, the information entered will also print as a note in the Draft PDF.



Barcode Settings

This section allows for the generation and printing of Barcode for Invoices, Shipments and Credit Memos. The Barcode can either represent the Order ID or their respective Document ID.

  • Enable barcode generation for PDF documents
    Yes/No - this enables the generation of Barcodes. You will still need to specify Yes/No and Order ID or Document ID for each document in the settings below.
  • Barcode Type
    This setting allows you to specify the encryption type for the barcode. All standard barcode option types included (see below)

  • Invoice: Insert barcode to the PDF header
    Specify Yes - Order ID, Yes - Document ID or No. The setting No will prevent the Barcode from being printed on this document.
  • Shipment: Insert barcode to the PDF header
    Specify Yes - Order ID, Yes - Document ID or No. The setting No will prevent the Barcode from being printed on this document.
  • Credit Memo: Insert barcode to the PDF header
    Specify Yes - Order ID, Yes - Document ID or No. The setting No will prevent the Barcode from being printed on this document.

Translating PDFs

All text inside a PDF can be translated using the Global Translation Tool
Specific text to translate for PDFs are listed below:

//PDF Translations
  * Order
  * Order # 
  * Invoice
  * Invoice # 
  * Credit Memo
  * Credit Memo # 
  * Packing Slip
  * Packing Slip # 
  * Packing Slip Date: 
  * Date: 
  * Bill To:
  * Not Provided
  * Ship To:
  * Shipped By
  * Tracking Number
  * Shipping:
  * Payment Method:
  * Comments:
  * Admin
  * Item
  * Qty
  * Subtotal
  * Tax
  * Item Quantity
  * Discount
  * Grand Total
  * Remaining Balance

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TRANSLATION NOTE

Please note that some translations like Order # have a blank space after the # symbol. When Translating, please be sure the original column has the blank space at the end.