Create a Custom PDF Format

Loading

Skip to Main Content

Create a Custom PDF Format

Body

Overview

Accounting Seed allows you to create your own custom visualforce PDF formats to override the standard PDF formats. The look and layout of a PDF can be completely customized if you or a Salesforce developer have experience with Visualforce code. Accounting Seed has also prepared a step-by-step guide to Customize Your PDF Visualforce Page for certain simple and common customizations.

Note: This article covers creating a custom PDF format using Visualforce code. Accounting Seed also offers Enhanced PDF Formats, a no-code way to generate PDFs from Word (.docx) templates for Billings, Master Billings, and other Salesforce objects — no Visualforce experience required. To learn how to create and generate them, see Enhanced PDF Formats (link above). To build your own Word template, see Enhanced PDF Formats Template Guide.

Create a Custom PDF Format

Use your saved Visualforce page in any of your PDF Format records

Click the Gear icon and select Developer Console.
Select File | New | Visualforce Page.
Enter a name for your new Visualforce page and click OK.
Paste the contents of the Visualforce Page sample template.
Click File | Save.

Set up your own PDF Format

Navigate to the PDF Formats tab.
Click New and populate the following fields:

PDF Format Name: The name of the PDF format to be used on the Billing record
Type:
1. Billing
2. Purchase Order
3. Activity Statement
4. Outstanding Statement
5. Packing Slip
Visualforce PDF Page: API Name of the Visualforce Page that renders the PDF.
Sort Field: API Name of the field used to sort the lines.
Default Email Template: API Name of the email template used to send out the PDF.
Reply to Email: Sets the sending address for a reply to the email.
Currency Format: Can be used to override the default currency format. Examples of format are:
- Non-parenthetical negatives = $#,###,###.00
- Parenthetical negatives = $###,###,##0.00;($###,###,##0.00)
Numeric Format: Can be used to override the default numeric format. Examples of format are:
- Non-parenthetical negatives = #,###,###.00
- Parenthetical negatives = ###,###,##0.00;(###,###,##0.00)
Company Information: Company fields will auto-populate from the Company information set in your Salesforce instance if these aren't populated.
Image: The logo you want to appear on the PDF header
Note: Images cannot exceed one MB file size and must be .png or .gif file format.
Footer: Any text or image you want to appear in the PDF footer

Sample Visualforce Pages

We have included text files containing Visualforce Markup for examples of our PDFs.

Click a filename to download the template.

BillingProductIrisPdfHLP.txt
BillingServiceIrisPdfHLP.txt
BillingProductIrisPdfLLP.txt
BillingServiceIrisPdfLLP.txt
MasterBillingProductInvoicePDF.txt
MasterBillingServiceInvoicePDF.txt
MasterBillingProductInvoiceLLP.txt
MasterBillingServiceInvoiceLLP.txt

The modern templates from the Echinacea release display below with the word “modern” as part of the filename.

BillingActivityStmtModernPDF.txt
BillingOutstandingStmtModernPDF.txt
BillingProductModernPDF.txt
BillingServiceModernPDF.txt
PurchaseOrderModernPDF.txt

Miscellaneous Templates

PurchaseOrderPDF.txt

--------------------------------------

Title

Create a Custom PDF Format

URL Name

1982925668

SetupPDF Formats

RSieve (Accounting Seed) published a new version of this Knowledge.
January 24, 2026 at 4:37 PM
1 comment
1 view
- moez (Customer)
  8 months ago
  Hi @RSieve (Accounting Seed) , I am trying to download BillingProductModernPDF.txt , seems to be not working!
  Expand Post
rfaulkingham (Accounting Seed)
October 4, 2018 at 1:53 PM
Hi Rebecca,

The new PDF format source code has been uploaded.

Thank you,

Ryan
Expand Post
rebecca.ralls1.5642179659911167E12 (Customer)
September 10, 2018 at 8:57 PM
Do you have an ETA on the new templates?
Expand Post
rfaulkingham (Accounting Seed)
July 17, 2018 at 1:02 PM
Hi Michael,

Are you able to download the attachments at the bottom that start with the word "old"?

Thank you,

Ryan
Expand Post
mseeling1.5644082542451914E12 (Customer)
July 16, 2018 at 10:42 PM
I am looking to create a custom pdf and the visual force pages are broken for me as well.
Expand Post
rfaulkingham (Accounting Seed)
June 13, 2018 at 8:35 PM
Hi Rebecca,

We are in the process of updating this article, do you want me to send you the coding for a specific format?

Thank you,

Ryan
Expand Post
rebecca.ralls1.5642179659911167E12 (Customer)
June 13, 2018 at 3:17 PM
The links to the sample Visualforce Pages are broken - I cannot download a template.
Expand Post
Tony Zorc (Accounting Seed, Inc)
February 26, 2018 at 6:08 PM
Hi Sophie,

The controller extension will dynamically query for custom fields on the Billing or Billing Line. Not sure on the Billing format object. You will need to log a case with support to get an answer for this.
Expand Post

End of Feed

End of Feed

8 Chatter Feed Items

Loading

Create a Custom PDF Format