These step-by-step directions are designed to help you begin customizing the appearance of your PDF invoice template using your own CSS styles. They’ll provide you with a basic understanding of how to get started, so you can make your invoices look the way you want, matching your brand and design preferences
You will need some knowledge in writing CSS, as well as familiarity with using the Chrome Developer Tools, specifically the Inspector tool
To access any invoice within your CRM and view it in PDF Preview Mode, simply follow the URL format provided below.
(1) Open a URL in your CRM and add pdf?view=preview to it.
(2) Open the Chrome Developer Tools and choose the Inspection tool.
(3) Click on the element in the invoice that you want to style
(4) Copy the existing CSS style for that element
You can use the settings section shown above to your custom CSS in order to style the element(s) on the PDF invoice
Important Note: The PDF rendering engine used in the CRM currently supports only CSS 2.1.
