To edit your PDFs, go to the Settings Gear > Settings > Branding. On this page there is a section for PDF Style. This is where you can preview your PDFs. To make an update, click Change PDF Style.
This will open the PDF Style tool:
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:
- #10 Envelope - Single Window
- #10 Envelope - Dual Window
Header Style: Choose from 2 different header styles:
Logo Size: Choose the size that your logo appears on your PDFs:
Header Color: Select the color of your PDF headers.
Footer Font Size: Choose the font size of your footers on PDFs
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 Settings (Settings > Company Settings)
- Show/hide any client-level custom fields that you have. Learn more about custom fields.
Click on each invoice below to see what it will look like. The examples include the optional return payment stub.
- #10 Envelope - Dual Window Invoice
- #10 Envelope - Single Window Invoice
- Compact Header Invoice
- Basic Header Invoice
Invoice, quote, and job PDF options
After the style tab, there are tab for invoices, quotes, and job PDF settings.
These tabs have checkboxes for various items that can be included on the PDFs. These are the options that you have to chose some on each tab:
- Refer to 'Quote' as 'Estimate' on PDF (quotes): This option will replace the wording on the PDF only with estimate instead of quote.
- Show QTY on line items (quotes and invoice): Shows the quantity of a line item.
- Show unit cost on line items (quotes and invoices): Shows the unit cost of a line item.
- Show total cost per line items (quotes and invoices): Shows the total cost of a line item. The total cost depends on the quantity and the unit cost.
- Show totals & tax in footer (quotes): Shows the total of the line items on the quote and the tax.
- Deposit language (quotes): This section allows you to set a specific message to appear if you mark the quote with a required deposit when creating it. If this option is marked, the client will see this additional text on the quote.
- Show client signature line (quotes and jobs): Adds a line on the PDF that the client can sign if printed.
- Include return payment stub (invoices): Adds a tear off payment return stub at the bottom of your unpaid invoices. Note: the return stub is formatted to fit #8 envelopes.
- Show late stamp if overdue (invoices): If an invoice is late, this option will put text that says the invoice is late across the invoice.
- Show account balance (invoices): This will show the account balance in addition to the invoice balance. The account balance is made up of all the invoices and payments for the client.
- Show paid date (invoices): Shows the date the payment was collected in Jobber.
- Show "name of custom field" (quotes, jobs, and invoices): If you have any custom fields setup, this is where you can enable if they are client facing. The custom field will show by name such as "referred by". Checking off the custom field here will make this field visible both on the PDF and in client hub.
- Contract/disclaimer field (quotes, jobs, and invoices): This message will appear at the bottom of the PDFs and can be used for information you'd like to make your client aware of.
Previewing the PDF form
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 View PDF 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.