Adding a second page to a deposit invoice
I would like to add 2 extra pages to the end of the deposit invoice report that will automatically be within the report. One is a payment options pdf with links to pay and the other is a W9. How would I go about adding these pages so they always download with the deposit invoice.
Thanks!
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First, you need to add the custom static report to you instance. To do this, open the menu in the top-left, navigate to the bottom of the list, and click Reports.
At the bottom of the list, you'll see a "Show Only" box with a drop-down arrow. Click the arrow and select Static Reports.
Next, click the "+" icon to the left of the "Show Only" selection box, and click Add New Static Report. Do this for each PDF.
I would suggest these options, again for each PDF:- Name: "Payment Options" and "W-9"
- Element Definition: Element Report Level
- Paper Size: Default or US Letter
- Page Orientation: Default or Portrait
Note: change the paper size and orientation to whatever you need
Click Load PDF Document and upload each PDF.
Next, you need to add the static report to your default print format report. To do this:
Go to Projects > Element Definitions > open the ELEMENT TYPE > click the Reports tab
Under the "Default Print Format Report" section at the very top, you should see "Default Financial Document".
Note: that may be the only thing in the list, unless someone else has added a custom report to your Default Print Format Report.Click the "+" icon at the bottom of the Default Print Format Report section
Under the "Report" column, click "None" of the new line and a drop-down list will appear
Find and click your custom report "Payment Options"
Repeat the last 3 steps for "W-9"
Navigate to the document you're trying to add these PDFs to, and generate the report.
Hope this helps!
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