With the Paymattic you can generate a PDF Feed for your form submissions. In this guideline, we will show you how to generate the PDF Feed in Paymattic.
Install & Activation of PDF Feed #
To Activate the PDF Feed in Paymattic you need to Install & Activate the Fluent PDF. Go to the Paymattic Settings and then select the PDF Settings you will see the Install & Activate Fluent PDF, click on the button.
Now go to the Fluent PDF Dashboard.
You need to install the required PDF fonts now so click on the Install Fonts button.
Your Fluent PDF module is active so you can use the PDF Feed of Paymattic now.
Add PDF Feed #
Go to the form for which you need the PDF Feed. Then go to the form’s Settings and click on the PDF Feeds. Here you you will find an Add New Feeds button, click on it.
Now a popup will arrive with two default templates. Select the template as per your need. The Invoice Template will only come if you have any Payment Submissions in your Payment form.
PDF Feed Customization #
Now you will see the customization options for your PDF Template Feed. You can add your business information customer information, invoice body, and a lot of fields for PDF feed customization. You can also use here some shortcodes for your fields to gather the information.
Here another option for you is Appearance which is for the invoice design, color, font, and logo watermark, also you can add a password to your PDF invoice. Click the Save button when the change is done.
PDF Feed Download #
Now go to the Submission Entries of the form and click on the Eye icon to view the all details of the form submission.
From here you will get the download option of your PDF Feed.
Add PFD Feed in Email #
If you want to send this PDF Feed in Email to the Admin or the User then go to the Email option and click on the Edit icon button.
Now here you will see all the details and options for your Email. Scroll down here and you will see the option for PDF attachment. If your form contains Payment entries then you will see a PDF option like Invoice otherwise there will be always a General PDF attachment available here to add with your Email.
This is how you can create, download, and send on Email a PDF Template feed in your Paymattic.