How to Edit and Customize Transaction Settings

Learn how to personalize your transactions in ARTERNAL by editing settings and customizing invoice PDFs to streamline your workflow.

Written by Yujia Zheng
October 15, 2024

Table of contents

Step 1: Access Transaction Settings
Step 2: Customize Transaction Options
Step 3: Customize Your Invoice PDF

Video Tutorial HERE

Personalize and automate your transaction workflows by editing the transaction settings in ARTERNAL. This allows you to streamline your processes and apply preset templates for various transactions.

Step 1: Access Transaction Settings

• In the top-right corner, select your account name > Settings.

Step 2: Customize Transaction Options

• Select Transactions. You can:
  • Add tax rates.
  • Set payment instructions.
  • Include additional information.
  • Upload legal document templates.

These preset templates can be applied to invoices, consignment agreements, and other transactions.

Step 3: Customize Your Invoice PDF

• To further personalize your invoice, go to Settings > PDF Templates > Transaction.
• Here, you can customize the layout, font, font size, artwork captions, and more for your invoice PDF.

Frequently Asked Questions (FAQ):

Q: How do I edit transaction settings in ARTERNAL?
A: Go to Settings > Transactions to customize tax rates, payment instructions, and legal document templates for your transactions.

Q: Can I customize the layout of my invoice PDF?
A: Yes, you can customize your invoice PDF by going to Settings > PDF Templates > Transaction and adjusting the layout, font, and captions.

Q: What can I add to transaction templates?
A: You can add tax rates, payment instructions, legal documents, and additional information to transaction templates for easy application.

Q: Where do I customize the look of my invoices?
A: Customizations can be made in Settings > PDF Templates > Transaction, where you can edit the design and content of your invoice PDFs.