Set up a PDF template for documents

Use a PDF template to define the letterhead for invoices and reports in extro . You can specify how content such as addresses, line items and amounts is positioned on the document.

Procedure

1. Open Settings
   Select Company
   Select Set up letterhead/template

2. Upload PDF template
   Upload your own letterhead as an A4 PDF

3. Check or adjust page margins
   Top margin
   Bottom margin
   Left margin
   Right margin

Note

Ensure that text such as addresses, tables or amounts is not covered by graphical elements in your letterhead. Adjust the margins accordingly.