Company Settings

PDF Configuration Tool

To edit your PDFs, go to the Settings Gear >  Settings, and click on the Branding. From here, click on Open PDF Configuration.

Screen_Shot_2017-09-10_at_3.07.00_PM.png

 

This will open the PDF Configuration tool:

Mar-29-2017_15-55-34.gif

 

Basic Style Options

The first tab is Style. This affects the general look of PDFs generated in Jobber. You can change settings for the following:

  • Header Layout: This is the general layout of your invoices. Choose from the following:
    • Basic
    • Compact
    • #10 Envelope - Single Window
    • #10 Envelope - Dual Window
  • Header Style: Choose from 2 different header styles:
    • Modern
    • Clean
  • Logo Size: Choose the size that your logo appears on your PDFs:
    • Small
    • Medium
    • Large
  • Header Color: Select the color of your PDF headers. 
  • Footer Font Size: Choose the font size of your footers on PDFs

 

Screen_Shot_2017-03-29_at_3.59.33_PM.png

Below this, choose to show or hide company information by marking or unmarking the checkboxes beside them:

  • Show/hide your phone number in header.
  • Show/hide your email in header.
  • Show/hide your website in header.
  • Show/hide client phone number.

You can change this information in Company Branding (Settings > Branding)

  • Show/hide any client-level custom fields that you have. Learn more about Custom Fields

 

Example PDF's

Click on each invoice below to see what it will look like. The examples include the optional return payment stub.

 


Invoice PDF Options

Screen_Shot_2017-03-29_at_4.22.38_PM.png

The Invoices tab will let you customize the invoice specific option for the pdf template. Options are:

  • Show/hide Quantity column on line items.
  • Show/hide unit cost of line items.
  • Show/hide total cost of line items.
  • Include return payment stub for customer to tear off.
  • Show/hide late stamp if overdue. If checked, invoices with the late status will have a large red Late stamp on the invoice.
  • Show/hide account balance. If the client has an outstanding balance with other invoices, checking this box will included the total.

Contract/Disclaimer Field

This message will appear at the bottom of every invoice and can be used for information you'd like to make your client aware of.

Invoice Custom Fields

If you have invoice Custom Fields set up, you can modify these to be shown or hidden from Clients. Mark the checkbox next to the custom field you want to appear on the clients' PDF, and it will be updated to show or be hidden the next time the PDF is generated.

 


Quote PDF Options

Screen_Shot_2017-03-29_at_4.27.41_PM.png

The quotes tab allows you to change what shows on quotes generated in Jobber. The options to modify are:

  • Ability to refer to the Quote as an "Estimate" on the PDF. This is usually set based on user preference.
  • Show/hide Quantity column on line items.
  • Show/hide unit cost of line items.
  • Show/hide total cost of line items.
  • Show/hide totals & tax in PDF footer.
  • Show/hide signature line for the client to sign the PDF directly

Contract/Disclaimer Field

This message will appear at the bottom of every invoice and can be used for information you'd like to make your client aware of. 

Deposit Language

This section allows you to set a specific message to appear if you mark the quote with requires deposit when creating it. If this option is marked, the client will see this additional text on the quote. 

Quote Custom Fields

If you have quote Custom Fields set up, you can modify these to be shown or hidden from Clients. Mark the checkbox next to the custom field you want to appear on the clients' PDF, and it will be updated to show or be hidden the next time the PDF is generated.

 


Job PDF Options

Screen_Shot_2017-03-29_at_4.28.14_PM.png

 The jobs tab will allow you to make changes to job pages generated in Jobber. Your option here is:

  • Show/hide signature line for the client to sign the PDF directly

Contract/Disclaimer Field

This message will appear at the bottom of every invoice and can be used for information you'd like to make your client aware of. 

Job Custom Fields

If you have job Custom Fields set up, you can modify these to be shown or hidden from Clients. Mark the checkbox next to the custom field you want to appear on the clients' PDF, and it will be updated to show or be hidden the next time the PDF is generated.


 

Previewing the PDF Form

Screen_Shot_2017-03-29_at_4.29.21_PM.png

You will see a small preview of the custom PDF on the right hand side of the dialog box and it will update as you make changes to any of the templates.

Clicking on the preview will open the full size PDF in another tab of your browser, letting you see exactly what the template will look like.

Note: The preview and custom template will not be saved until you click Save Changes.

Was this article helpful?

Send Feedback

Jobber on your Phone

The Jobber Glossary

Confused by language we use in Jobber? Definitions right this way.

Get Reading!
Jobber on your Phone

Sign up for a Webinar

Tutorials for both those new to Jobber and long-time power users.

Sign Me Up!
Jobber on your Phone

Instructional Videos

We walk you through our biggest features and point out the essentials.

Let’s Watch!

Jobber Academy gathers expert advice, entrepreneur success stories, best practices, and tools for people looking to run smarter, more efficient service businesses.