To help you setup your PDF Template for Sales we have provided you with some common examples. You can cut this information from any of the text examples provided in the below and paste the information into your PDF Template setup screen for Sales. Choose Settings > Templates > Sales.

See also PDF Invoices or Statements Template for information about using Merge Fields and Logo Images in your PDF templates.

Sender Details

The text you enter into this section will appear in the top right corner of the invoice opposite the logo. Again, you can enter any information you want into this area, but it is best suited for your business address, phone number, website and email contact information.

Note: If you add more than 10 lines of information it will start to push the address and invoice content down the page.

Remittance Details

Remittance information can be added to your Sale PDF files to allow customers to provide you with information about the payment they are making (how they want to pay) and even what Sales the payment relates to.

Creating a tear-off

A tear-off is often used when people make payments by cheque or credit card and you would like them to send this information back to you so you can match the received cheque against their invoice or process the credit card payment using the handwritten information.

— Remittance Advice - Please retain the above portion for your records —

Adding Payment Options

[ ] Mail cheque payable to Saasu to Level 1, 111 Elizabeth Street, Sydney NSW 2000, Australia
[ ] Direct Deposit: Citibank A/C: Saasu Pty Ltd, Branch:032-044, A/C#:379215
Kindly include your invoice number or company name in your payment description.
[ ] Mastercard [ ] Visa Card [ ] Amex Card

Holder: ___________________________ Signature: ___________________________

Card Number: _ _ _ _ | _ _ _ _ | _ _ _ _ | _ _ _ _ Expiry: _ _ / _ _

Footer Text

Footer Details can be used for many things from address information to terms of trade or even license and general disclaimers. Adding a footer to your PDF invoice allows you to get important generic information to your customer in every invoice. As an examples:

Contact Info:

Billing address: Level 1, 111 Elizabeth St, Sydney NSW 2000, Australia

Billing enquiries: Phone +612 8003 7222 or accounts@saasu.com

Appreciation:

We appreciate your business. Thank You.

Terms and Conditions:

Payments are due 30 days from Invoice date. Thank you.

Special Offers:

Bedside lamps, for the month of May 2003 buy 1 get 1 free. Conditions apply.

Authority and Licenses

Sample Co. Ltd. Business#:99 999 999 999 Licensed Plumber#:9999xy