Customizing or adding a PDF invoice in Clientexec

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  • #503
    Billa
    Keymaster

    Since Clientexec version 5.1 you can customize the PDF invoices as described bellow.

    CE has three types of invoice templates.
    1. default
    2. dickey
    3. harouth

    We will first copy the following invoice template

    /plugins/invoices/harouth

    harouth PDF invoce template

    Each template has the following files, that you can edit to meet your needs:

    invoice.phtml
    style.css

    Create your own templates by creating a new folder, such as:

    /plugins/invoices/hostmayo/

    Make sure your new folder also includes the 2 required files. You can start by adding a copy of those files from the default template.

    Additionally, to add your own logo to the PDF invoices, make sure to upload the image logo (.jpg or .png) to:

    /images/invoicelogo.jpg, or
    /images/invoicelogo.png

    Finally you will get an invoice like this

    Host Mayo Invoice

    Finally, to configure the default template to be used for the PDF invoices, please go to:

    Settings > Billing > Invoices > Invoice Template

    Invoice Template

    Also you can configure which template will be used by each user. To do so, go to:

    Client Profile > Billing > Invoice PDF Template

    Invoice template default

    Client Profile > Billing > Invoice PDF Template

    • This topic was modified 2 years, 6 months ago by Billa.
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