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342 VOTE
Status Started
Product IRIS KashFlow
Categories Invoicing & Quotes
Created by Guest
Created on Jan 10, 2017

PDF Themes Enhancement

More control over design of Invoice/Quote PDFs and the ability to have different designs for different customers
  • ADMIN RESPONSE
    Jan 10, 2017
    We are currently working on a setup wizard that in its final phases will include a much improved PDF design wizard. In the meantime, please see our discussions page where users have been encouraged to share their best designs with other users to really get the very best out of our PDF theme design tool
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  • Neil McD
    Reply
    |
    Jan 18, 2022

    Hi,

    In Jan 2017 admin said this was in final phase of development. That was 5 years ago, is this still on the agenda to be actioned or should I stop holding my breath.


    Thanks

  • Ben
    Reply
    |
    Nov 24, 2021

    The ability to have an invoice showing a line total including VAT - some customers are not business minded and require a receipt/invoice to look like one from a ePOS till.


    All it needs is an extra column option to add the Net Total and VAT together and output it at the end of the row

  • Admin
    Masih Ahmed
    Reply
    |
    Sep 3, 2021

    Users are able to update the HTML and CSS of PDF Themes. Click on this Knowledge Base to find out how https://www.kashflow.com/support/kb/pdf-themes-developers/

  • Neil McD
    Reply
    |
    Feb 9, 2021

    Does anything ever get implemented? Admins response was 2017!

  • Guest
    Reply
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    Jan 10, 2017

    Yes it is not a top priority but elegance is always needed

  • Guest
    Reply
    |
    Jan 10, 2017

    Looking forward to this as I have no idea how to write in HTML/CSS.

    Also, can't seem to find the discussion page you mention!

  • Guest
    Reply
    |
    Jan 10, 2017

    Hi Chrissy,

    The discussion page is under 'Customer Forum', there should be a link on the right hand side of the screen for you, alternatively if you go back to the home page at www.kashflowcanvass.com you can then scroll down to the customer forum link.

    Thanks,

    Tom

  • Guest
    Reply
    |
    Jan 10, 2017

    Ability to increase font size especially have the invoice number and payment terms a lot bigger would be much appreciated. Plus more control over positioning of address, VAT number etc.

  • Guest
    Reply
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    Jan 10, 2017

    I would like to be able to add high resolution logo image in say a vector format to my paperwork, so that it looks the same quality as the text.

  • Guest
    Reply
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    Jan 10, 2017

    What I'd like to do is load up my existing PDF headed paper (with logos etc.). Bitmap logos can be made to work, just, but often have poor looking edges. Fonts often don't come out the same as on the PDF (especially if it has embedded fonts), and getting everything placed right is a complete pain. The ability to just render onto a user-supplied PDF would be awesome. Tools like pdftk demonstrate this is possible.

  • Guest
    Reply
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    Jan 10, 2017

    We would love to be able to add small images into a quote. We make custom furniture and small technical diagrams being included inside the quote would be a huge help.

  • +242
69 MERGED

Click, Drag & Drop PDF Theme Customisation

Merged
Other than using HTML and CSS options, can we just format/adjust the format invoice by click and selection, please? Not everyone is HTML and CSS expert.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Started
58 MERGED

Additional Custom Fields on Invoices, Receipts, Etc

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Being able to add addition fields on printed/emailed invoices for more information to be added. Eg. We can out repairs on vehicles so our customer require vehicle reg. mileage etc..
Guest about 8 years ago in IRIS KashFlow / Uncategorised 5 Started
31 MERGED

Custom Overdue/Paid Payment Stamps on Invoices

Merged
Simple upload of stamp images (Paid, Overdue) for the invoice PDF theme. The default ones are pretty LOUD. Ideally these would have an option of higher resolution to still look crisp in print and on higher res screens.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Started
27 MERGED

Product images beside quotes/invoices

Merged
Would be a fantastic idea to allow for product images to show up next to quotations, based on the selected sales code/products. for example, you may possibly be selling pens and pencils, I think it would be beneficial to have images of the pens an...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 4 Started