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Update the invoice page layout

Learn how to update the invoice page layout to add options for inline viewing of the invoice PDF.

A new menu item was added to allow inline viewing of the invoice PDF. The option is available as a button or a custom link.

To edit the Invoice page layout to add the button or the custom link for Invoice PDF :

  1. Navigate to Setup > Create > Objects .
  2. Click Invoice .
  3. In the Page Layouts section, click the Edit link next to ZInvoice Z-Force Layout v2.100.
  4. Click Buttons to add the buttons.
  5. Alternatively, click Custom Links to add the links to view or download invoice PDFs.
  6. Drag Invoice PDF and View Invoice PDF down to the bottom of the page and drop it into position.
  7. Click Save .