HaloPSA

HaloPSA Guides

Documentation to assist with the setup and configuration of the HaloPSA platform

Guides > Configuring PDF Templates

Configuring PDF Templates

This guide details the function of PDF templates as well as editing the default PDF templates and the creation of custom PDF templates.


PDF templates are used when printing or generating PDFs for various entities within Halo. This allows those entities to be exported in a document-friendly format for distribution to customers, agents, or anyone else outside of Halo. The entities that can be exported as a PDF are as follows:

  • Reports
  • Contracts
  • Invoices
  • Purchase Orders
  • Sales Orders
  • Quotations
  • Tickets

These entities will all use a standard PDF template by default, some of which (e.g. contracts) will need editing before they are suitable for use. Each of these entities can also use a custom PDF template. PDF templates can be edited and added via Configuration > Reporting > PDF Templates. You can select which entity's templates you're viewing in the top-left:


The default templates will be labeled as such and can be edited by clicking on them and then clicking the Edit button. You'll also see buttons for previewing and editing the resultant PDF. The 'Appearance' tab has options for customising:

  • Colour 
  • Orientation 
  • Margin
  • Background image
  • Header (with the option of specifying a HTML header and hence setting a fixed height)
  • Footer (with the option of specifying a HTML footer and hence setting a fixed height)

The HTML tab is where the body of the PDF is customised and uses HTML as the format by which the content is generated. This can be edited directly or you can paste HTML over from your HTML editor of choice. The 'View $-variables' button will bring up a page listing all of the variables that you can use in the PDF body HTML.


You will also notice an 'Action Appearance' sub-heading on the HTML tab. This is used for adding a recurring section of HTML to the body of the PDF by using the '$ACTIONLIST' variable inside the main body HTML. Currently, this is only used for customising the display of the action list inside a Ticket Details PDF.


Each entity can use a different PDF template, if required. The configuration of each is located below:


EntityWhere the PDF template is configured
ReportsOn each report, under Edit > Details > PDF Template
ContractsOn each contract, under Settings > PDF Template
InvoicesOn each invoice, under Print Options > PDF Template
Purchase OrdersOn each purchase order, under Print Options > PDF Template
Sales OrdersOn each sales order, under Print Options > PDF Template
QuotationsOn each quotation, under Print Options > PDF Template
Tickets

Globally, under Configuration > Tickets > General Settings > PDF Templates

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