How to Customize PDF Invoices to Customers for CRM ERP Business Solution

In this tutorial we will demonstrate how you can customize PDF Invoices generated by CRM ERP Business Solution WordPress plugin for freelancers & SME companies.

DEFINE DOCUMENT SETTINGS

Navigate to Settings Page / top red button on the right of CRM ERP logo.

The info that will be included in your documents are

your company info
your customers info
invoice number
due date number – if defined
products and totals info
notes – if defined
thank you message – if defined

customize pdf invoice company info crm erp business solution wordpress

YOUR COMPANY INFO IN PDF INVOICE

It is mandatory for the generation of any PDF Invoice to have firstly added your company’s name and address

In order to do this you go to CRM ERP / SETTINGS / COMPANY INFO TAB

In this tab you can add various info that will be shown in the PDF Invoice automatically:

Company Name – required field for PDF generation
Company Image – optional, not seen if not filled
Company VAT – optional to include your Logo, if not filled, only Company Name will be visible
Company Phone – optional, not seen if not filled
Company Mobile – optional, not seen if not filled
Company Address – required field for PDF generation

PDF INVOICE FURTHER CUSTOMIZATION

Navigate to CRM ERP / SETTINGS / DOCUMENTS tab.

Here you can define color scheme for your PDF Invoice, add Notes, Thank you Message, choose to activate Receipts Naming for your Sale Transactions ( finally decided in Adding New Sale).

The options that you get are:
Activate Receipts to select instead of Invoice for Sale Transactions
Document General Color
Document Headings Background
Document Headings Color
Document Thank you Message – optional , these will be displayed underneath the products and totals table
Document Thank You Message Color – optional , fill it if including a thank you message
Document Notes – optional , these will be displayed underneath the products and totals table