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While viewing an invoice PDF, in the bottom toolbar, you can change the template it uses. If you don't have an existing invoice, make one.

You can do this manually or by double clicking the bundle in the Finder.

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To install your custom template you need to place it the Application Support folder. These are used for user translations and will be covered later. Note: You will notice a key in this plist file called CBLabels with a large array of dictionary entries. Next edit the ist file with some creator info and the minimum version of ProfitTrain this invoice template supports.

To prevent a name collision consider prefixing the name of the template bundle with your company's initials. If you name a custom template bundle the same name of an internal bundle the internal bundle will be used. PTInvoiceTemplate extension so OS X knows what kind of bundle it is. The name of your template as seen in the application is the name of this bundle, so to get started rename the bundle from Custom Template.PTInvoiceTemplate to something more specific.

and other various CSS and image files the template uses.

template.html - the template file itself.

ist - Stores author info and details for each label used inside the invoice.

Inside our bundle you'll see a few files, including: To look inside a bundle right click the file and choose Show Package Contents. In OS X, bundles are simply folders that appears as a single file or resource in the Finder. ProfitTrain Invoice Templates are bundles.

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To get started let's download a slightly modified copy of the default Plain Jane template:ĭownload and unzip: Custom Template.PTInvoiceTemplate While you can create a template from scratch you'll probably find it's much easier to start with one of our defaults. You may want to read this help article in its entirety before following along and building your own custom template. This is particularly handy as you edit your custom template to see how your edits are coming along.

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You can manually rebuilt an invoice PDF at anytime by right clicking an invoice in the main table and choosing Rebuild PDF. If an invoice's PDF representation becomes out-of-date due to an outside action (such as editing your business contact info in the Business Editor) you may notice a warning above the PDF that encourages you to rebuild. If you select an invoice and the representation is out-of-date ProfitTrain will automatically regenerate the PDF. PDFs are stored with a cache flag that notes if a PDF representation is out-of-date. That HTML is put into an off-screen WebView which is then handed off to the print system which generates a PDF which is then stored in the ProfitTrain database. The invoice comes up with an HTML representation. Some background on how PDFs are madeīefore I get started on making a custom template let's be clear on how ProfitTrain makes PDF invoices. If you are doing something unique or have suggestions about the template system let us know. You can use Plain Jane (Windowed) to make sure the invoice can be tri-folded and take advantage of a windowed envelope.The Business Editor will also let you translate the labels used on the invoice to match your own company terms or language.In the Business Editor you can add a high-res company logo that will show up on the invoices.While I won't ever take out the ability to make a custom invoice template I do try to enable common edits to be made in the app itself. Do you really need to make a custom invoice template?

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