The PDF Invoice Settings in Cleanly allow you to customize the appearance and information displayed on your generated PDF invoices. You can add your company logo, business details, header and footer messages, and control how invoice information is presented to customers.
To access these settings, go to:
WordPress Dashboard → Cleanly → Invoice & Email → PDF Invoice
Logo
This option allows you to upload and display your company logo on the PDF invoice.
How it works
- Click the Upload button
- Select your company logo from the media library
- The logo will appear at the top of the PDF invoice
Recommendation
Use a clear, high-quality logo for professional appearance.
Supported formats:
PNG, JPG, SVG
Characters Not Displaying Correctly
This option enables a special font to fix character display issues.
When to enable this
Enable this option only if:
- Some characters are not displaying properly
- Special characters are broken
- Language characters (Greek, Arabic, etc.) are not showing correctly
OFF (Default)
Uses standard fonts (Open Sans, Helvetica, Times)
ON
Uses FreeSans / FreeSerif fonts for better character support
Company Information
This section defines the company details displayed on the invoice.
Company Name
Enter your business or company name.
Example:
ThemeDev
This appears on the invoice header.
Name
Enter the owner name, contact person, or company representative.
Example:
John Kerry
Address Line 1
Enter your primary business address.
Example:
1324 Fannie Street
Address Line 2
Enter additional address information (optional).
Example:
Houston
City, State and Zip Code
Enter your city, state, and postal code.
Example:
Texas - 77060
Country
Select your country from the dropdown list.
Example:
United States
Company Email
Enter your business email address.
Example:
[email protected]
This will appear on the invoice.
Show Website Address
This option allows you to show or hide your website address on the invoice.
OFF
Website address will not be displayed
ON
Website address will be displayed on the invoice
Recommended: ON for professional branding
Header Message
This message appears at the top of the PDF invoice.
Example:
Payment Receipt: {page}
You can customize this message using template tags.
Footer Message
This message appears at the bottom of the invoice.
Example:
© 2018–22 By ThemeDev Inc. All Rights Reserved
This is useful for:
- Copyright notice
- Company information
- Legal text
Invoice Heading
This is the main title shown above invoice details.
Example:
Invoice Details:
You can customize this to:
- Invoice Summary
- Payment Receipt
- Order Details
PDF Additional Template
This section allows you to customize additional content in the invoice.
Click:
Edit Template
You can add:
- Custom messages
- Notes
- Terms and conditions
- Thank you message
Template Tags
Template tags allow dynamic data to appear automatically in the invoice.
Available tags include:
| Tag | Description |
|---|---|
| {page} | Page number |
| {sitename} | Website name |
| {today} | Invoice generation date |
| {date} | Invoice date |
| {invoice_id} | Invoice ID |
Example:
Invoice ID: {invoice_id}
Date: {today}
Cleanly automatically replaces these tags with real data.