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Customer Forum

Addresses on PDFs

External Posted: 2011-09-13 09:58

 Hi,

When we generate PDFs for our contracts, the customer's name appears at the left hand side, above the product details. However, their address does not appear, and I cannot see any settings allowing me to add it.

 

Also, even though I have disabled the Unit Price column under default settings and it it not used as a template-specific one, it still appears on the PDFs; any suggestions for how to remove it?

Thank you

Workbooks Support Posted: Tue, 13.09.2011 - 20:38

Warning: some of this gets a little complex - to quote the help text this is "for advanced users only".

 

The answers depend on how your PDF templates have been set up. If you are using the default template ('unified.xsl') then the address would normally appear under the 'F.A.O. name'. The address field is referenced as /hash/address in the template. If you have a custom PDF template then you would need to include this field within your template, like this:

<xsl:value-of select="/hash/address"/>

To remove the Unit Price column you do need to use a modified PDF template. As well as removing the column from the PDF template make sure that you adjust the number of columns in the enclosing table, otherwise you an 'error' PDF will be generated: the number of columns MUST match the cells you are trying to put in them. The columns are defined using lines like this:

 

    <fo:table-column column-number="1" column-width="8%"/>

 

External Posted: Wed, 14.09.2011 - 08:44

 Thanks

External Posted: Wed, 14.09.2011 - 09:03

 Hi again,

I just had a look at the code for the template, and it already has the hash/address part, but then I realised that that is looking for the information in the Address field on the actual Invoice rather than at the customer's own record. Is there a way to either auto-populate the Invoice addess field with the address from the customer, or make the PDF template drill through to the Customer's record so we do not have to type it out every time we make an Invoice?

Thanks

Workbooks Support Posted: Wed, 14.09.2011 - 22:16

 Not currently, sorry.  If this is important to you please submit an 'idea' and vote for it at http://ideas.workbooks.com/   - thanks.