templates

How do I display additional content above the item table section in transaction PDFs?

To display additional content above the item table section in a transaction PDFs:

  • Go to Settings in the top right corner.
  • Select PDF Templates under Customisation.
  • Select the required module in the Templates pane.
  • Hover over the template in which you want to add the additional content and click Edit.
  • Click Transaction Details on the left sidebar.
  • Expand the Document Details section and click Add Attention Content.
  • Enter the additional content that you want to display. You can add placeholders by clicking the Insert Placeholders dropdown and selecting the required placeholders.
  • Click Preview once you added the required additional content.
  • Click Save in the top right corner.

The additional content will now be displayed in the transaction PDFs.


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