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All About PDF Templates in Magento Stores

Magento already offers users with a number of handy PDF templates to produce memos, slips and invoices. But it also gives flexibility to store managers to create and customize the PDF templates by editing the prepared ones. This tutorial will be dealing with how you can enable, create, edit and configure templates easily.

How to Enable PDF Printouts for Your Magento Store

  • Log into your Magento store backend after entering the correct credentials
  • From the Admin Panel, Select System > Configuration
  • In the Configuration Panel in the left, under Sales, select PDF Printouts
  • Click to expand the General section
  • Set Enabled Printed Templates to Yes
  • Click the Save Config button to save the changes made

Steps to Create Custom Template in Magento

  • From the Admin Panel, select System > Templates > PDF Printouts
  • In the top most right corner, click the Add New Template button
  • Set the template type to one of the following:
  1. Invoice
  2. Credit Memo
  3. Shipment
  • Click the Continue button
  • In the Load Sample Template section, carryout the following steps:
  1. Select the prepared Template you wish to customize
  2. Select the Sample Template for your locale
  3. Click the Load Template button

Steps to Edit Template Information in Magento

  • Carryout  the following steps inside the Template Information section:
  1. Template Name: Enter a description name for the template
  2. Page Size: Select the page size
  3. Page Orientation: Select the page orientation (Portrait or Landscape)
  • Set the height of the header and the footer by any one of the following ways:
  1. Select Auto Header Height and Auto Footer Height to set it automatically
  2. Enter values in the Header Height and Footer height fields and select the units of measurement
  • Make the necessary changes to the Template Content

Steps to Add the Template to Your Configuration

  • From the Admin Panel, select System > Configuration
  • In the Configuration Panel in the left, under Sales, select PDF Printouts
  • Click to expand the section for the template you just created
  • Set Printed template to the name you gave to it (i.e. Name in the Template Name field)
  • Click the Save Config button to save the changes made

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