PDF Templates
In this Lesson we will cover: – What are PDF Templates in Halo? – How to Customise your PDF templates What are PDF Templates in Halo? PDF templates are used when printing or generating PDFs for various entities within Halo. This allows those entities to be exported in a document-friendly format for distribution to customers, […]
Consignment PDFs
In this lesson we will cover: – How to create PDF templates for Consignments – How to set the PDF template as default Create and edit consignment PDF Templates In Configuration > Reporting > PDF Templates, select type "Consignments" on the dropdown at the top. Fig 1. Consignments type on PDF Templates The full list […]
HTML for ‘Today’s Date’
HTML for 'Today's Date' for use in PDF template. <p><b>Date:</b> <span id="p1"></span> <script> var date = new Date(); var current_date = date.getDate()+"/"+(date.getMonth()+1)+"/"+date.getFullYear(); document.getElementById("p1").innerHTML = current_date; </script> </p>
Embed XML Attachments to Invoice PDFs
In this lesson we will cover: – eInvoicing – How to embed an XML Attachment to an invoice PDF Note: This functionality is available as of v2.170+ eInvoicing Commencing January 1st 2025, the European Union will begin to implement eInvoicing. Compliance for this will be optional for 1 year. Commencing January 1st 2026, eInvoicing will […]
Composite Reports
In this lesson we will cover: – Creating and Selecting Reports – Customising SQL with $-Variables – Building the Composite Report – Appending/Prepending a PDF – Appearance Tab – Reports Table – Formatting the Composite Report – End-User Access – Scheduled Emails Composite reports in HaloPSA allow you to present multiple reports to your clients […]
Using QR Codes on PDF Templates
How to include QR codes within Halo PDF Templates + a specific use case: The Swiss QR Bill When generating PDF templates in Halo, you can include some specific HTML in order to render a QR code, returning data of your choice. The PDF Template Online Repository has an example of how this is implemented. […]
Pulling Report Data into a PDF template
In this lesson we will cover: – Adding a Report to a PDF Template – Filtering reports for a specific entity PDF templates are used to apply set formatting to various entities in Halo. The following entities can also have reporting data added to their template: Tickets Quotations Sales Orders Purchase Orders Invoices Agreements Assets […]
Adding a page break (page-break) in the HTML for PDF documents (IronPDF)
https://ironpdf.com/docs/questions/html-to-pdf-page-breaks/ You can force a page break with this <div style='page-break-after: always;'> </div> avoid breaks with this <div style='page-break-inside: avoid'>. <img src='no-break-me.png'></div> OR <style type="text/css"> table { page-break-inside:auto } tr { page-break-inside:avoid; page-break-after:auto } thead { display:table-header-group } tfoot { display:table-footer-group } </style>
