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  • Some fields not displaying when emailing invoices or statements

 

 

ANSWER ID:5155

When saving an invoice or statement to PDF format in order to send it as a email, there is a possibility of some of the fields dropping off the bottom of the saved file.

This does not affect the printed version of the same invoice or statement.

When customising invoices or statements you need to make sure the box that encloses a field is large enough to fit the size font you have chosen. This is accomplished in two ways:

  • either enlarging the field that holds the font, or
  • reducing the size of the font.

Both methods are detailed below.

 

To enlarge the field

The first method is to enlarge the size of the field so the font will fit into it when converted to a PDF for emailing.

You can enlarge this selected area in two ways:

  • Click and hold the left mouse button while positioned over one of the small blue squares around the selected field. You can then drag the size of the field out to the desired position.
  • The other method is to double-click the field to display its properties where you can change the field size.

 

The finished enlarged field look like this:

To reduce the font size

You can reduce the size of the font used in the text field.

  1. Click the field to select it.
  2. Click the Format tool.
  3. Change the font size.

  4. Click OK.