Settings / Documents / Printed PDFs

Documents

Centralize the wording and shared controls that feed printed PDFs. Quote, invoice, and purchase order customer-facing copy is global and no longer edited per record.

Status

Customer Quote PDF

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Using Q-2026-0014

This wording is now global. Sales staff no longer edit approval text or terms inside individual quote forms.

Every customer quote PDF uses the copy saved here.

Printed above the approval line on every customer quote PDF.

Use one line per disclaimer or bullet. These lines print in the terms block on every customer quote PDF.

Customer Invoice PDF

No invoice available to preview yet.

Invoice payment wording is also global. Staff no longer edit customer-facing invoice notes or terms inside individual invoice forms.

The invoice layout still uses live billing data, line items, taxes, and balances from the invoice record.

Printed in the header terms area on every customer invoice PDF.

Use one line per paragraph or bullet in the lower invoice copy block.

Short closing line printed above the page footer.

Vendor Purchase Order PDF

No purchase order available to preview yet.

Purchase order layout copy is also global so vendor-facing PDFs stay consistent across the system.

The PDF still uses live vendor, requisitioner, date, line item, and total data from each purchase order record.

Printed below the PO header and reference number on every purchase order PDF.

Use one line per paragraph in the lower vendor notice area.

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