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How to customize how PDF templates for SO's, Invoices, and PO's look?

Michael Kershner
on 9/21/16, 2:24 PM 1,006 views

Has anyone customized the PDF's for Sales Orders, Invoices, and/or Purchase orders? I don't think the design or placement of information looks very good on the out of the box pdf's and I would love to easily customize them. It seems simple, but I can't find where to do it at all. 

One example is when you print an Invoice to pdf before its validated, its says Draft Invoice, but I just want it to say Invoice. Any help would be great!

Which version ? You can edit the template (html/qweb) directly in ir_ui_view form view. Or via the front end "Customize" menu.

Jérémy Kersten (jke)
on 9/21/16, 3:26 PM

I am in Odoo Enterprise 9, the online version. I don't have a coding background, but am tech savvy. Where do you think I should go on the front end to move around stuff on PDF's and change what show's up and where.

Innovate Illuminate, Michael Kershner
on 9/21/16, 3:36 PM
On 9/22/16, 7:44 AM

Could try to click on the user name at the top right corner-> 'about'->activate developer mode

Then 'Users'->'Companies' where on the 'report configuration' page some settings are available.

But I have not found how to modify the invoice temple in the online version.

Probably you can install your additional module that makes all changes to invoice templete you need.

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Asked: 9/21/16, 2:24 PM
Seen: 1006 times
Last updated: 9/22/16, 7:44 AM