PDF Templates let you customise the layout, colours, and content of the PDF documents BeanRails generates — including invoices, quotations, and service/completion reports.
Accessing PDF Templates
Go to Settings → PDF Templates.
Template List
The page lists all available template types (e.g. Invoice PDF, Quotation PDF, Service Report PDF). Click Configure on any template to edit it.
Configuring a Template
The template configurator has several sections:
Appearance
Set the colour scheme for the document — primary colour, header background, text colours, etc.
Company Section
Control which of your company details appear on the document:
- Company name, logo, address, phone, email
- Registration number
Toggle individual fields on or off, or reorder them.
Header Info
Configure the document header area — reference number, date, due date, and any custom header fields you've added in Custom Headers.
Customer Address
Control the billing address (Bill To) and, if applicable, the shipping/work site address (Ship To) section.
Labels
Rename the default column labels on your documents (e.g. rename "Description" to "Scope of Work", or "Unit Price" to "Rate").
Extra Rows
Add custom rows to the document header — for example, a "Prepared By" or "Approved By" row.
Saving Changes
Click Save to apply your changes. The updated layout takes effect on all new PDFs generated from that point on. Existing PDFs are not regenerated automatically.
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Preview the PDF after making changes to verify the layout looks correct before sending documents to clients.
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