PDF Templates

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.

Language Preset

At the top of the configurator, a Language Preset dropdown lets you instantly prefill all labels in a chosen language. Selecting a language overwrites the Labels, Header Info, and Company field labels with translated equivalents.

Available presets: English, Simplified Chinese, Traditional Chinese (Hong Kong), Japanese, Korean, Bahasa Melayu, Bahasa Indonesia, German, Thai, Vietnamese, Burmese, Khmer, Tagalog, Bengali.

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.