PDF Matter

PDF Matter lets you set up PDF pages that are attached to the front and end of printed invoices and sales documents. A front page is printed before the invoice body (for example a cover page, letterhead or terms sheet), and an end page is printed after it (for example a payment slip, guarantee or back page). Each PDF matter record is linked to an Address Group, so different customer groups can automatically get their own front and end pages.

1. Create a PDF front or end page and link it to an address group (Sales → Master Data → PDF Matter)
2. Load a PDF file into the record, preview it, and save it
3. Delete records you no longer need

1. Go to Sales → Master Data → PDF Matter.
2. Click the New action (or the create button in the toolbar).
3. In the editor fill in the fields:
   1. Order By — a number that controls the order in which matching records are picked.
   2. Type — choose the matter type: Sales Front for a front page, or Sales End for an end page.
   3. Address Groups — select the address group(s) this PDF should apply to.
   4. PDF Matter — load the actual PDF file.
4. Click Save to keep the record.

1. In the editor, under PDF Matter, click the Load button.
2. In the file chooser, select a PDF file (files ending in .pdf).
3. The first page(s) of the PDF are shown as a preview image in the editor.
4. Click the View button to open the full PDF in a viewer.
5. Click the Clear button to remove the loaded PDF from the record.
6. Click Save to store the changes.

1. Go to Sales → Master Data → PDF Matter.
2. Select the row and click the Edit action, or double-click the row.
3. The list shows the Order By, ID, Type, Address Groups and Updated At columns (the Created At column is hidden).
4. Change any of the fields and click Save.

1. Go to Sales → Master Data → PDF Matter.
2. Select the rows you want to remove.
3. Click the Delete action.
4. A confirmation asks “Are you sure X selected items?” — click Yes to delete, or No to cancel.

A PDF matter can be one of two types:

1. Sales Front — a page printed at the front of the invoice or sales document.
2. Sales End — a page printed at the end of the invoice or sales document.

When an invoice or sales document is printed, the system looks for a matching PDF matter of the required type for the customer's address group. Records can apply to all address groups (no group set) or to one or more specific groups. Matching is by Order By then ID, so the record with the lowest Order By value is chosen first.

The PDF Matter screen requires the Sales → Sales Matter permission.