Thank you for purchasing our extension. If you have any questions that are beyond the scope of this document, do not hesitate to leave us an email via our email [email protected].

Created: 22/08/2019 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/29

Introduction

PDF Invoice for Magento 2 enables merchants to create beautiful and professional invoices that replace the default template in Magento. The extension comes with GrapeJS, the user-friendly template editor so that admin can simply drag and drop to add multiple elements such as text, image, shape, discount code, etc.

Feature

Configuration

General Setting

On Admin sidebar, go to Marketing > PDF Invoice > Settings.

On Configuration page

General Configuration

Enable / Disable Module: choose Yes to activate the extension.
Enable custom printing actions on admin: If choose Yes, it will allow admin to export the PDF from the backend.
Enable custom printing actions on frontend: If choose Yes, it will allow the customer to export the PDF from the frontend.

Set configuration for the PDF

Documentation > PDF Invoice User Guide > 2 - configure.png

There are four types of PDF: PDF for Order, PDF for Invoice, PDF for Shipment, PDF for Credit Memos. Expand the sections to configure for each PDF.

Enable PDF Attachment: choose Yes to attach the PDF files to the transaction emails.
Select PDF Template: choose a template on the drop-down list for the attached PDF.

Manage PDF Template

This section allows editing the available PDF template or creating new template.

On the Admin sidebar, go to Marketing > PDF Invoice > Manage PDF Template.

On Manage PDF Template page, click on Add New Template button to create a new one.

On New Template page:

General Configuration

Documentation > PDF Invoice User Guide > 3 - new template.png

Template Name: enter the name for the new template.
Template for: choose the type of email that the PDF is attached with. There are four default types of email: order, invoice, shipment. credit memo.

PDF Configuration

In this section, admin can configure the layout for the PDF template.

Documentation > PDF Invoice User Guide > 4 - pdf configure.png

Select the Page Size and Orientation for the template.
Set the Default Font Size for the text.
Set the margins for the template.

PDF Content

Admin can build a new template or create a new template base on an available template.

Documentation > PDF Invoice User Guide > 5 - pdf content.png

To create a template base on the available templates

On Load default template section, choose one template on the drop-down list
Click on Load Template button.
Then click on Show Editor button to open the Template Builder area and set a new template base on the available one.

To build a new template, on HTML Content, click on Show Editor button. Then create your content from scratch.

On the Template Builder section, drag and drop the items on the right column to the template area to build a new template.
- Template Build-in: contain the main content parts for the template.
- Variables: include the content items for the template.
- Layout tools: include the layout items for the template form.
Click on each item and set the display for it with the tool table on the right.

Documentation > PDF Invoice User Guide > 7 - edit tool.png

Note: Do not change the template during the building process otherwise your template will disappear.

After finish, click on Save button to save the new template.

Main Function

Drag and drop the items on the tool tab to build the PDF template.

Documentation > PDF Invoice User Guide > item-drag-and-drop.gif

Preview the template directly on the building section.

Documentation > PDF Invoice User Guide > 8 - preview in builder.png

Preview the template after finishing.

Documentation > PDF Invoice User Guide > 9 - PDF preview.png

Update

When a new update is available, we will provide you with a new package containing our updated extension.
You will have to delete the module directory and repeat the installing steps above.
Flush the config cache. Your store and newly installed module should be working as expected.

Support

We will reply to support requests within 2 business days.
We will offer lifetime free update and 6-month free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
Support DOES NOT include other services such as customizing our products, installation and uninstallation service.

Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support.