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Setting up Document Printing

Before you print an invoice or credit note, you should carry out the following configuration tasks.

Company address

The company address details that appear on printed invoices and credit notes are those defined for the current company. Enter the company's address while setting up or editing your company details.

Print background colors

To print background colors on your printed invoices (blue) or credit notes (pink), set the appropriate setting in your browser's configuration options.

• In Internet Explorer: Tools | Internet Options | Advanced tab | Printing
• In Firefox: File | Page Setup

Configure the header and footer

The content and layout of the header and footer on the printed invoice or credit note is controlled by your browser's configuration options:

• In Internet Explorer: File | Page Setup
• In Firefox: File | Page Setup | Margins & Header/Footer tab

Company logo

The company logo that appears on printed invoices and credit notes is the one defined for the current company. As a default, the FinancialForce logo will appear on all printed invoices and credit notes.

If you plan to use the Accounting QuickStart wizard to set up your company data, you can skip this step as uploading a logo forms part of this process.

To upload your company logo outside of Accounting QuickStart:

1. Click the Documents tab.
2. Go to the Accounting Documents folder.
3. Click New Document.
4. Enter the document's details, including selecting the Externally Available Image checkbox.
5. Upload your image file as described in "Uploading and Replacing Documents" in the Salesforce Help.

Note:

Note

If the selected logo image file is on an external server, you must register the site as a trusted remote site (From Setup, click Security Controls | Remote Site Settings). See "Configuring Remote Settings" in the Salesforce Help for more information.

Later, while setting up or editing your company details, do the following tasks:

1. Click the Documents tab.
2. Go to the Accounting Documents folder.
3. Select the appropriate document.
4. Right-click the logo image as displayed in the lower part of the Document Detail section and select Copy Image URL or similar from the context menu.
5. Create a new company or edit an existing one.
6. Paste the URL into the Logo URL field.
7. Click Save.
8. If you have more than one company in your organization, repeat the previous steps for the remaining company records.

Use your own Visualforce page as a print template for sales invoices

If the format of the printed sales invoice or credit note does not suit your requirements, you can override them by developing your own Visualforce pages. See the Force.com platform documentation for more information about Visualforce.

Disable the standard print/email buttons on the sales invoice page

If you have created custom print or email buttons on the sales invoice page, you can disable the standard ones by using custom settings.

In certain circumstances you may want to hide buttons relating to print and email on the sales invoice view page.

Customizing the DRAFT watermark

When working on an "In Progress" sales document, if the user clicks the View PDF button the word 'DRAFT' is shown as a watermark across the document. You can configure a different image to be used as the watermark by doing the following:

1. Click the Documents tab.
2. Go to the Accounting Documents folder.
3. Click New Document.
4. Enter the document's details.
5. Browse for the file to upload. You are advised to use a PNG file with a transparent background and semi-transparent text so that the watermark image does not block the sales document.
6. Click Save.
7. With the Document Detail page displayed, locate the address bar in your browser window and copy the record ID. For example, if the address bar shows a URL like https://eu2.salesforce.com/015b0000000EF0Q you need to copy 015b0000000EF0Q.
8. From Setup, click Develop | Custom Settings.
9. Click Manage next to Accounting Settings (FF).
10. Click Edit.
11. Paste the record ID from the previous step into this field:

    Accounting Settings

    Field	Description
    Alternative Draft Watermark Image ID	The ID of the watermark image file.

12. Click Save.

The new watermark image will then be used throughout your organization.

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