Custom Theme For Reports

1

Hello,

I’m doing the configuration for the Email Templates.

I have noticed that for those reports, we can’t have a custom theme for PDF reports:

  • Customer Statements (Unpaid Invoices)
  • Customer Statements (Transactions)

I want to create an Email template for financial claims.
but unable to select custom theme for the PDF.

Thank you.

2

Hello @Hazem,

You can set the theme in any Customer Statement report by going to Set Date and then check Custom Theme.

And I don’t know what exactly do you mean by financial claims here:

Please try to rephrase this using the same terminology used within Manager so we can know exactly what you mean.

3

Thank you very much for your support @Ealfardan

Bt financial claim i mean i want to use those report with custom theme to make automated email as financial claims.

Thank you again i have found it under set date

4

As far as the PDF goes, Custom Themes are your fix.

However, if you are talking about the email bodies, I’m not sure what the current status of email templates.

We used to have fully working Email Templates using Liquid code, but that is being slowly phased out and no fully functioning alternative is presented for dynamic content. So my advise is this:

  • You can use html & css inside your Email Templates to make your emails a bit more fancy.

  • For dynamic content, my advise is to wait until a fully functioning alternative is provided. This is what I have done as I removed all dynamic content from my email bodies for now and made my emails generic.