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Change Company Information Format displayed on PDFs

< 1 min read

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  1. Click Settings at the bottom of the sidebar, under Administration. In the panel on the left, open Documents & Templates and click PDF.
  2. Under Company Information Format, edit the Template. Each line is one line on the PDF. Click a button under Available Fields (for example Telephone or VAT Number with Label) to add it, delete fields you don’t need, or type your own text, such as tel:. The Preview shows the result.
    Company Information Format On Pdfs With Template, Preview And Available Fields
  3. Click Save Settings at the bottom right.

Tip: click Reset to Default to go back to the original format. The layout, colours and titles of your PDFs are set in the PDF Template Designer: click Open PDF Designer at the top of the same page.

Related: Change Customer Information Format displayed on PDFs · Company Details

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