The Report Editor For PDF Design

The Report Editor changes what your printed documents look like — invoices, quotations, delivery notes, purchase orders. There is no drag-and-drop yet, but the tabbed settings are enough to build a proper branded template, and sample templates are supplied as a starting point.

Where to find it

Go to Reports > Reports Editor.

Choosing what to edit

Control	What it does
Report type	Which document you are designing — Sales Invoice, Quotation, Purchase Order and so on.
Paper Size	A4, Letter, Legal and similar.
Template Type	Which template of that report type to work on.
Copy	Duplicates the current template with all its settings, so you can vary one without rebuilding it.

Copy before you experiment. Editing a template that documents are already printing from means every change is live immediately, and there is no undo — a copy costs one click and saves the original.

1. Page Settings Tab

Controls the properties of the page itself — header and footer visibility, fonts, orientation and margins.

Setting	Description
Show Header on Every Page	Repeats the header on all pages.
Show Footer on Every Page	Repeats the footer on all pages.
Set as Default Format	Makes this layout the default for this document type.
Set as POS Receipt	Formats the template as a point of sale receipt.
Font Family	The font used throughout the document.
Orientation	Portrait or Landscape.
Font Size	A slider. Default is 9.
Line Height	Vertical spacing between lines. Default is 13.
Show Currency Symbol	Prints the currency symbol beside monetary values.
Margin Top / Bottom / Right	Default 10 units each.
Margin Left	Default 0 units.

2. Header Tab

The top of the document — your logo, company name, address and any other details that identify who issued it. This is the part customers look at first, so it carries most of the branding.

3. Particulars Tab

The line-item table in the body of the document.

Setting	Description
Show SNO	Serial numbers against each row.
Show Long Description	Wraps long item descriptions onto a second line.
Show Discount on Second Line	Puts discount detail on its own line beneath the item.
Separate Second Header with a Line	Adds a rule between the two header rows.
Hide Header Primary Title	Drops the main title for a cleaner look.
Outer Lines	Borders around the whole table.
Row Lines	Horizontal rules between rows.
Column Lines	Vertical rules between columns.
Odd / Even Row Text Color	Alternating text colours for readability.

4. Footer Tab

Setting	Description
Text Fields	Page numbers ("Page X of Y" or "Page X"), the date, company information, and custom text such as disclaimers.
Alignment	Left, centre or right for each element.
Multi-Column Layout	Splits the footer into sections — page number left, disclaimer centre, date right.
Font Family and Size	Kept consistent with the rest of the document.
Text Color	Matched to your brand, and readable against the background.
Background Color	Separates the footer visually from the body.
Footer Height	Adjustable, for extra content or a compact footer.

Group components

A group component prints a whole block of related fields as one item, rather than making you place each field by hand. Drop it on the template, then use the settings panel to rename, re-width, bold or hide each row inside it.

Customer Branch Details

Prints the customer branch as a master record rather than as an address: branch name and code, contact person, the wrapped address, city, state, post code and country, the tax registration, sales person, sales area, tax group, default location, shipping company and bank account.

It is available on the six customer documents that carry a branch: Sales Invoice, Sales Order, Sales Delivery, Sales Quotation, Receipt and Credit Note. Billed To and Ship To already print the branch as an address — this is for when the document needs the branch's details as facts rather than as a postal block.

Payslip groups

Five group components exist for payslips only:

Group	Prints
Employee Details	Who the payslip is for.
Earnings	Every earning component the payslip paid.
Deductions	Everything taken off.
Benefits & Contributions	Employer-side amounts.
Leave Details	A table of Entitled, This Month, Used (Year) and Balance per leave type.

Each row has its own label column and value column, so a label can no longer run into its value. Rows come from the data rather than from a fixed list, because allowances and leave types differ from company to company.

The rows are built from what the payslip actually paid, not from what the employee's grade carries today. An allowance that was paid but has since been removed from the grade is still shown and still counted — otherwise an old payslip would reprint with components missing and totals that do not add up.

Absent deductions and the net pay

An absent deduction is always shown as a deduction. Where payroll had already taken it off the gross, Earnings adds it back as Absent Days Pay, so that Total Earnings less Total Deductions, plus benefits, comes to the net pay printed on the slip. Which of the two readings applies is decided from the stored net pay, because the setting that governed it may have changed since the payslip was made.

Building a template

Pick the report type and paper size.
Copy a supplied sample rather than starting from nothing.
Set the page properties, then the header, particulars and footer.
Print a real document to PDF and check it on paper — margins and line heights read differently printed than on screen.
Tick Set as Default Format once you are satisfied.

Sales Reports — where the Balance Letter template is chosen
Sales Invoices — the documents being designed
Company Setup — the logo and company details

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