Enabling PDF File Reference Generation

The Electronic Invoicing SuiteApp supports the creation, sending, and receiving of PDF file references of transaction records undergoing the e-document process. The PDF version of transaction records will enable you to view and check if the content of e-document is correct.

In outbound e-document processing, if you enable the setting Generate PDF, the PDF file is created when the XML or JSON file of a transaction record is generated. After the PDF file is created, you can view it in the Generated PDF field, on E-Document subtab of transaction records. When sending the e-document using E-document Sending Method Plugin Implementation field, the PDF file is attached along with the XML or JSON e-document.

Note:

PDF file reference generation is not supported for vendor bill and vendor credit records. The Generate PDF box and Generated PDF link are not available on vendor bill and vendor credit records with generated outbound e-documents.

Generate PDF File References

You can generate PDF file references of transaction records to be converted into e-documents.

The PDF file generated will follow the default printing layout of the transaction. You can set a default preference on entity records.

Enabling Generate PDF as a Default in Entity Records

Edit a customer or vendor record and go to the E-Document subtab.
Check the Generate PDF box. Consequently, all transaction types supported by electronic invoicing from this customer or vendor will have the Generate PDF box automatically checked. When e-documents are generated from the transactions, corresponding PDF file references will be automatically created.When sending the e-document using E-document Sending Method Plugin Implementation field, the PDF file is attached along with the XML or JSON e-document.
Click Save.

When the e-document is generated, the PDF file reference can be viewed and downloaded under Generated PDF on the E-Document subtab of the transaction. Also do note that the QR code will be visible only on successful QR generation, else it will be hidden.

If you do not want to create PDF file references of individual transaction records, you can still override PDF generation enabled on the customer or vendor record. To do so, edit the transaction record that you do not want to generate a PDF file reference of, and then clear the Generate PDF box. If Generate PDF is cleared on a transaction record where it was initially enabled and a PDF file was generated, during the next e-document generation, no PDF file will be generated and any previously generated PDF file will be deleted.

Generate PDF File References

Enabling Generate PDF as a Default in Entity Records

Related Topics