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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 text 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 text 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.

UI Text Box
typenote

Images missing from your forms?

If an image is not showing on a printed or emailed form, make sure QuickTime is installed on your computer. See this support note for more information.see Images not displaying in customised forms.

UI Expand
titleTo 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.

Image

You can enlarge this selected area in two ways:

  • Click and hold the left mouse button while positioned over one of the small black squares around the selected field until the cursor changes to a cross. You can then drag the size of the field out to the desired position.
    Image
  • The other method is to double-click the selected area to allow the field size to be changed.
    Image

 

The finished enlarged field look like this:

Image

UI Expand
titleTo reduce the font size

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

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

  4. Click OK.
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