# Print Settings

Configure how your PDF invoices look by setting up your business information, logo, colors, and custom notes in the Print Settings page.

### Accessing print settings

1. Open Draft Order Magic
2. Click **Print Settings** in the navigation
3. The print settings configuration page opens

\[Screenshot: Print Settings page]

### Configuration options

#### Business information

**Business name**

* Your company or store name
* Appears at the top of PDF invoices
* Example: "ACME Corporation"

**Contact information**

* Business phone number
* Email address
* Website URL
* Appears in invoice header

**Business address**

* Street address
* City, State/Province
* Postal/ZIP code
* Country
* Appears on invoices for customer reference

\[Screenshot: Business information section]

{% hint style="success" %}
Keep your business information up to date. Customers use this to contact you and for their accounting records.
{% endhint %}

#### Logo

**Upload your logo**

1. Click **Choose file** or **Upload logo**
2. Select your logo image (PNG, JPG, or SVG)
3. Preview appears after upload
4. Logo displays at top of PDF invoices

**Logo requirements:**

* Recommended size: 300-600px wide
* Formats: PNG (best), JPG, SVG
* Transparent background recommended for PNG
* Keep file size under 2MB

**Logo tips:**

* Use high-resolution for print quality
* Horizontal logos work best (wider than tall)
* Simple logos are more readable when printed
* Test PDF output to verify logo looks good

\[Screenshot: Logo upload section with preview]

#### Invoice customization

**Invoice title**

* Default: "Invoice" or "Draft Order Invoice"
* Customize to: "Quote", "Proforma Invoice", "Estimate", etc.
* Appears at top of document

**Custom notes/terms**

* Add text to footer of invoices
* Common uses:
  * Payment terms ("Payment due within 30 days")
  * Thank you messages
  * Return policies
  * Contact information
  * Legal disclaimers

**Example custom notes:**

```
Thank you for your business!

Payment Terms: Net 30 days
Questions? Contact us at support@example.com

All sales are final. Returns accepted within 30 days with original packaging.
```

\[Screenshot: Custom notes field]

#### Enable/disable PDF feature

**Enable PDF generation toggle**

* Turn ON to enable PDF generation
* Turn OFF to disable the feature entirely

When disabled:

* "Print PDF" action hidden in Shopify admin
* PDF buttons removed from editor
* Settings are preserved (can re-enable later)

{% hint style="info" %}
Most merchants should keep this enabled. Only disable if you never use PDFs.
{% endhint %}

### Saving settings

After configuring all options:

1. Review all information for accuracy
2. Click **Save** or **Save settings**
3. Success message confirms settings saved
4. Settings apply to all future PDF generations

{% hint style="warning" %}
Settings changes only affect NEW PDFs. Previously generated PDFs don't change.
{% endhint %}

### Testing your settings

After saving settings, test PDF generation:

1. Open any draft order
2. Generate a PDF
3. Review the PDF carefully:
   * Is logo displaying correctly?
   * Is business information accurate?
   * Are custom notes appearing?
   * Does overall layout look good?
4. Make adjustments if needed
5. Save and test again

\[Video: Testing PDF settings - 30 seconds]

### Best practices

#### Logo selection

{% hint style="success" %}
**Use your primary logo** - The one from your website or business cards. Consistent branding builds trust.
{% endhint %}

Avoid:

* ❌ Logos with thin lines (may not print well)
* ❌ Extremely detailed logos (hard to read when small)
* ❌ Very wide logos (takes up too much vertical space)

Prefer:

* ✅ Clean, simple logos
* ✅ High contrast (dark on light or vice versa)
* ✅ Horizontal orientation
* ✅ Transparent background PNG

#### Business information

**Be complete:** Include all contact methods so customers can reach you easily:

* Phone (including country code for international)
* Email (monitored address)
* Website (full URL with https\://)
* Full business address

**Keep it current:**

* Update if you move locations
* Update if contact information changes
* Verify accuracy quarterly

#### Custom notes

**Include essential information:**

* Payment terms (Net 30, due on receipt, etc.)
* Contact for questions
* Return/refund policy summary
* Any legal requirements for your industry

**Keep it concise:**

* 3-5 lines maximum
* Use short sentences
* Avoid walls of text
* Customers should actually read it

**Format for readability:**

```
✅ Good:
Payment due within 30 days of invoice date.
Questions? Email support@example.com or call (555) 123-4567.
Returns accepted within 30 days with receipt.

❌ Too long:
We hereby state that all payments are due within thirty (30) calendar days 
from the date of this invoice unless otherwise specified in writing by an 
authorized representative of our company, and furthermore, we reserve the 
right to charge interest on late payments at the maximum rate allowed by law...
[continues for 10 more lines]
```

#### Invoice title customization

Choose based on your business:

**"Invoice"** - Standard, completed orders **"Quote"** - Preliminary pricing, customer hasn't committed **"Estimate"** - Service businesses, approximate pricing **"Proforma Invoice"** - International sales, customs purposes **"Draft Order"** - Technical, matches Shopify terminology

Most merchants use "Quote" or "Invoice".

### Common configurations

#### B2B/Wholesale

```
Invoice Title: Commercial Invoice
Custom Notes:
Payment Terms: Net 30 days from invoice date
Wire transfer instructions: [Bank details]
Contact: accounts@example.com | (555) 123-4567
```

#### Retail/E-commerce

```
Invoice Title: Quote
Custom Notes:
Thank you for your interest!
Questions? support@example.com | (555) 123-4567
Visit us: www.example.com
```

#### Service business

```
Invoice Title: Estimate
Custom Notes:
This estimate is valid for 30 days.
Services subject to availability.
Contact: (555) 123-4567 | service@example.com
```

#### International

```
Invoice Title: Proforma Invoice
Custom Notes:
For customs purposes only.
All prices in USD.
Export license: [License number]
Contact: export@example.com
```

### Updating settings

You can change settings anytime:

1. Go to **Print Settings**
2. Modify any fields
3. Save changes
4. New PDFs use updated settings immediately

{% hint style="info" %}
PDFs already generated don't change. Only new PDFs use the updated settings.
{% endhint %}

### Troubleshooting

#### Logo not appearing

* Verify logo uploaded successfully (check for preview)
* Try re-uploading the logo
* Check file format (PNG, JPG, SVG only)
* Reduce file size if very large
* Try different image file

#### Logo looks pixelated

* Upload higher resolution image
* Use at least 300px width
* Try PNG format instead of JPG
* Ensure original image is high quality

#### Custom notes not showing

* Verify you saved settings after adding notes
* Check that you entered text in the custom notes field
* Generate a new PDF (old PDFs won't update)
* Try refreshing the page

#### Settings won't save

* Check all required fields are filled
* Verify internet connection
* Try refreshing the page
* Check browser console for errors
* Contact support if issue persists

[More troubleshooting →](https://github.com/horselditty/draft-order-docs/blob/main/support/troubleshooting/pdf-generation-issues/README.md)

### What's next?

Learn how to create PDF invoices Create orders to turn into PDFs Set prices that appear in PDFs Add details that show in PDFs


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