How can I configure the PDF file of a Purchase Order that will be sent to the customer?

During Purchase Order creation, the Requester selects a Theme for the Purchase Order. After its approval, a PDF file will be generated based on this particular Theme.

Themes are configured in Xero and picked up by ApprovalMax.

In order to change a Theme in Xero, please go to Xero settings > General settings > Invoice settings.

You can also upload your own .docx template.

For more details please refer to: https://central.xero.com/s/article/Add-edit-or-delete-custom-invoice-quote-templates?userregion=true

• Related Articles

• How can I configure the PDF file of a Sales Invoice that will be sent to the client?

  During Sales Invoice creation, the Requester selects a Theme for the Sales Invoice. After its approval, a PDF file will be generated based on this particular Theme. Themes are configured in Xero and picked up by ApprovalMax. In order to change a ...

• How can I configure the PDF file of a Quote that will be sent to the Customer?

  During Quote creation, the Requester selects a Theme for the Quote: After its approval, a PDF file will be generated based on this particular Theme. Themes are configured in Xero and picked up by ApprovalMax. In order to change a Theme in Xero, ...

• How to add a script in NetSuite to generate a Purchase Order PDF after the final approval

  Overview In NetSuite, there are no native APIs that allow ApprovalMax to generate Purchase Order (PO) PDF files automatically. However, you can add a custom PO PDF generation SuiteScript to achieve this functionality. The process involves five key ...

• Are there any files attached to the Purchase Order that gets sent to the Supplier?

  A PDF file containing only the Purchase Order itself will be emailed to the Supplier after its final approval. If you attach any files to the Purchase Order, they will not be sent. However, when you select that your Purchase Order should be sent ...

• How to automatically email Purchase Orders created in ApprovalMax to a Supplier (Xero)

  For Purchase Orders created directly in ApprovalMax, the platform offers the functionality to configure an email that will be sent to the Supplier once a Xero Purchase Order has been fully approved. This email is triggered if the checkbox ...