In this section, you can define the format for your lines when exporting to PDF.
Create a new format
To create a new format you need to fill out the following:
Title: A title to identify the format by
Context: Choose from where you would like to define columns:
- Quotation
- Tools
- Product use
- Invoice line
- Purpose: Choose from one of the following:
- Object main page
- Secondary text
- Sub object
Edit a format
Editing a format happens on the same menu. Just click on the pencil or directly on the title to enter edit mode.
This brings you to another screen:
Simply drag the columns from the Available columns to the Shown columns, allowing you to choose the columns you want to include when exporting lines in your templates.
When you are done, press the "Save"-button.