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magento_2:pdf-customizer

See how the PDF Customizer for Magento 2 extension works.

Guide for PDF Customizer for Magento 2

Customize your invoices in a few clicks with Magento 2 PDF Customizer extension. Easily turn HTML code into a PDF template for your invoices, shipments, orders or credit memos.

  • Use preconfigured templates
  • Create your own PDF templates with HTML code
  • Add an unlimited number of templates
  • Automatically attach PDF files to sales emails
  • Print all PDF documents separately or in bulk

General Settings

To configure the extension, go to Stores → Configuration → Amasty Extensions → PDF Customizer.

General

Enabled - set to Yes to activate the extension.

Invoice

Expand this tab to configure the general settings of PDF invoice.

Template - select the template that will be used to generate PDF files for invoices.

Add PDF Attachment to Emails to Clients Automatically - set to Yes to include PDF files into emails.

Link Type in Customer Account - choose ‘Replace the default “Print” link’ if you want your customers to download a customized version of PDF file. Select ‘Do not replace the default “Print” link’ if you want to display the default version of PDF document.

Configure all these options in the Shipment, Credit Memo and Order tabs.

Shipment

Credit Memo

Order

Link Type in Customer Account - in the order section, select the link type that will be displayed to customers in ‘View Order’ tab on the frontend:

  • Replace the default “Print” link;
  • Do not replace the default “Print” link;
  • Add new link for custom PDF.

Link Label - if ‘Add new link for custom PDF’ is chosen, specify a custom label for the link.

The example of a customized link label on the frontend:

Save the configuration.

PDF Templates

To manage all PDF templates in a handy grid, go to Marketing → Amasty PDF Templates.

Magento 2 PDF Invoice extension provides you with a set of preconfigured templates for invoices, orders, shipments and credit memos.

To modify any existing template, click Edit.

Template Customization

To create a new one, hit the Add New Template button right in the grid.

With the extension you are able to add/delete variables and change the text of the file.

Load default template - from the dropdown menu choose the template you want to modify.

In the Currently Used For field you can check in which settings the loaded template is used.

Template Name - customize the template’s title that will be displayed on the grid.

Template Content - use HTML/CSS editor to modify your template. Click the Insert Variable button to add a new block to your template.

Use any of the default Magento variables:

To provide customers with extra information, see Amasty Delivery Date and Amasty Order Attributes extensions for Magento 2.

Template Styles - adjust the template’s style with HTML: you can change fonts, colors, add logo, etc.

Click Preview Template to see the result. Save the changes via Save Template button.

Invoices Printing

To print all PDF documents in bulk, go to Sales → Orders and choose the necessary option from the Actions dropdown menu.

If you want to print a particular PDF file, open the order you need and click the Print Order PDF button.

Add Magento 2 Follow Up Email to generate numerous triggered emails based on customer activity and build productive relationships with clients.

Find out how to install the PDF Customizer for Magento 2 via Composer.

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magento_2/pdf-customizer.txt · Last modified: 2019/07/22 14:23 by skudrov