Do you need to display customer-specific information on some of your sales documents?
With the "Third-party information on PDF" app, you can add a text field to each third-party record, which is automatically transferred to your quotations and invoices, as well as to your BL or order preparation.
Attach specific data to each customer and display this information on PDFs of documents addressed to them. In this way, you can circulate the same information from one document to another.
Installing the app adds a new information entry zone called "Info to display on PDFs" on contact and company files.
This field allows you to enter a text that will appear on the PDF version of all sales documents for which you authorize the display of this information.
This information is displayed on the PDF, in an "information" section above the title and subtitle of your document.
1. Setting the displayed documents
The app's settings tab lets you designate the PDF documents on which the information will appear.
- Go to the "Settings" tab in the app
- Indicate "yes" to display information on the PDF of the desired documents
When one of the designated sales documents is created, the information is displayed on the PDF.
2. Updating information from a sales document
The "Info to be displayed on PDFs" field is active and can be used to enter instructions or instructions. The "Info to be displayed on PDFs" field is active and can be used to enter instructions or instructions.
The "Info to be displayed on PDFs" field is active and can be used to enter instructions or instructions.
Once this information has been entered, it can be updated at any time.
- from the third party file
- from a sales document in progress. The modification is taken into account for all subsequent documents issued.
