BSS PDF Invoice Designer

PRE-REQUISITES

• The plugin requires you to install the BSS Core plugin first.

INSTALLATION

• Download the BSS PDF Invoice Designer plugin from our store https://store.bssoln.com/

• Go to Administration → Configuration → Local plugins

• Upload the BSS.PDFInvoiceDesigner zip file using the ‘Upload plugin or theme’ button

• After uploading, install the ‘BSS Core’ Plugin first.

• Then scroll down or write the name of the plugin in the search bar to find and install ‘BSS PDF Invoice Designer’

• To make the plugins functional, restart the application

• After installation, the plugin will show in the menu.

CONFIGURE

• Go to Admin → BSS → Plugins → PDF Invoice → Configuration

• Enter the License string and save it. Then clear cache.

• Then again go to BSS → Plugins → PDF Invoice → Configuration to set the configuration.

• Enable Custom PDF: A master checkbox allows you to globally activate or deactivate the use of custom-designed PDFs for your store.

• Active Template Selection: A dropdown menu allows you to choose which specific template from your library is currently active for generating invoices.

PDF INVOICE TEMPLATE

• Go to BSS → Plugins → PDF Invoice → Templates to view a complete list of available templates, including their System Name, assigned Store, and Layout Style.

• Built-in vs. Custom: The system identifies "Built-in" templates with a padlock icon. While built-in templates can be cloned or edited, they cannot be deleted like custom-created templates.

• Status Tracking: A visual indicator quickly shows which templates are currently set as Active.

• Search and Filter: The interface includes a search bar and pagination controls to help manage large lists of invoice designs efficiently.

• Action Controls: For each template, admins have the ability to:

  • Edit: Modify existing designs.

  • Clone: Easily duplicate a template to create variations.

  • Delete: Remove custom-made templates as needed.

  • Add New: Create entirely new templates from scratch.

GENERAL SETTINGS

• Identification: Set a unique Template name, choose the Page size, and determine if the template is Limited to a specific store or active for all stores.

• Activation: An Active checkbox allows you to set the template as the primary design for your store.

• Logo: Upload a custom Logo via a drag-and-drop interface and use a toggle to decide whether to display it in the invoice header.

• Signature: A dedicated upload area is available for a Signature image, with an optional setting to display the signature only on the last page of the document.

COLORS

• Preset Themes: For quick setup, you can choose from professionally designed themes like Professional Blue, Classic Gray, Bold Red, or Dark Elegant.

• Granular Color Control: You can manually define colors for specific document elements, including:

  • Header background and Page background

  • Table header background, Table header text, and Table borders

  • Alternate row colors for better readability in item lists

  • Accent color and general Text color

TYPOGRAPHY

• Font Family: You can select a font from a dropdown menu. Note that some fonts may require downloading a package and adding TTF files to the plugin folder on your server.

• Font Size: Set a global Font size (defaulted to 10) for the document's body text.

• Invoice Title Customization: You can specifically set the Invoice title font size and choose to Underline invoice title for better prominence.

• Header & Footer Alignment: Use dedicated icons to choose left, center, or right alignment independently for the header (where the invoice title appears) and the footer.

• Document Margins: An interactive diagram allows you to set precise Margins (in mm) for the Top, Bottom, Left, and Right sides of the page.

• Information Toggles: You can choose which specific details appear in the header using toggles for Show order number, Show store URL, and Show order date.

• Date Format: A dropdown menu allows you to select how the date is displayed, with options for long date formats or shorter variations.

SECTIONS

ADDRESS BLOCKS & PRODUCT TABLES

• Address Blocks: You can toggle the visibility of the "Bill To" and "Ship To" blocks independently. Additional options allow you to show borders around these blocks and include specific details like the company name, email, and phone number.

• Product Table Columns: This section defines the information displayed in the main items list. You can enable or disable columns for Order number, SKU, Vendor, Price, Quantity, and Line Total. You can also choose to display product attributes and use an accent color to highlight the total row for better visibility.

ORDER DETAILS & STATUS INFORMATION

• Order Details: You have the option to include checkout attributes and order notes directly on the invoice.

• Status & Payment Info: Toggles are available to display the payment method and status, shipping method and status, the order status, and the refund amount (if applicable).

TOTALS & ADDITIONAL FEATURES

• Totals Rows: This provides granular control over the financial summary at the bottom of the invoice. You can individually show or hide rows for:

  • Subtotal, Discount, and Shipping Total

  • Payment fees and Tax totals (including a full tax rate breakdown).

  • Gift card and reward point usage.

  • The final Order total.

• QR Code: The plugin includes a dedicated setting to Show a QR code on the invoice, with an option to restrict it to only appear on the last page of the document.

CONTENT

CUSTOM TEXT BLOCKS

• Header Text: A large text area is provided to enter custom information that will appear in the invoice header.

• Footer Columns: You can define two separate columns of text (Footer column 1 and Footer column 2) to organize information like company registration details, bank info, or a thank-you message at the bottom of the document.

FOOTER VISIBILITY & CONTACT INFO

• Footer Display Rules: A toggle allows you to choose whether the custom footer content appears on every page or is restricted to Show footer only on last page.

• Email Management: You can specifically control the visibility of your store's contact email with the Show footer email setting.

• Contact Email Positioning: An additional setting allows you to Show contact email only on last page.

LABELS

HEADER & ADDRESS BLOCK LABELS

• Header: You can customize the primary Invoice title, the Order number label, and the Date prefix.

• Address Blocks: This allows you to rename the "Bill To" and "Ship To" titles, along with the specific labels for Phone, Payment, and Shipping methods.

PRODUCT TABLE HEADERS

• Item Identification: The # (number) column, Product column, SKU column, and Vendor column.

• Pricing Details: The Price column, Qty (quantity) column, and the final Total column.

FINANCIAL & STATUS LABELS

• Totals Section: You can modify the text for every row in the financial breakdown, including Subtotal, Discount, Shipping total, Payment fee, Tax, and the final Order total.

• Other Sections: Custom titles can be set for the Order Notes block and the Authorized Signature line.

• Status Labels: To provide clear order tracking info, you can customize the labels for Order status, Payment status, Shipping status, and the Refund amount.

PUBLIC VIEW

FEATURES

• Custom Template Management: Create, edit, and delete custom invoice designs, or clone existing templates (including built-in ones) to quickly generate new variations.

• Flexible Layouts & Themes: Choose between Classic or Modern styles and apply professional preset color themes or custom hex codes.

• Complete Branding Control: Upload your logo and signature, with specific display rules like showing the signature only on the last page.

• Dynamic Typography: Customize fonts, sizes, and alignment, and set precise document margins for a polished look.

• Configurable Data Sections: Individually toggle the visibility of specific data blocks, including address blocks, order notes, checkout attributes, and detailed status and payment information.

• Dynamic Data Features: Include QR codes, product attributes, and detailed payment or shipping statuses directly on the invoice.

• Personalized Content & Labels: Add custom header/footer text columns and rename every static label on the document.

• Real-time Previewing: Instantly refresh and download a sample PDF during the design process to see exactly how your changes will look.