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Line formats

In this section, you can define the format for your invoice lines when exporting to PDF.

Create a new format

To create a new format you need to fill out the following:

  • Title: A title to identify the format by

  • Context: Choose from where you would like to define columns:

    • Quotation
    • Tools
    • Product use
    • Invoice line
  • Purpose: Choose from one of the following:
    • Object main page
    • Search text
    • Sub object

Edit a format

Editing a format happens on the same menu. Just click on the pencil or directly on the title to enter edit mode.

This brings you to another screen:

Simply drag the columns from Available columns to Shown columns, allowing you to choose the columns you want to include when exporting lines in your templates. Drag the columns back to exclude them.

When you are done, press the "Save"-button.

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