Generating Report PDFs and Composite Reports
10 guides
Adding a page break (page-break) in the HTML for PDF documents (IronPDF)
Composite Reports
Consignment PDFs
Embed XML Attachments to Invoice PDFs
This article provides guidance on embedding XML attachments into invoice PDFs to comply with upcoming EU eInvoicing regulations, which become mandatory by January 1st, 2026. It details the steps for customizing XML templates based on the EN16931 specification, assigning these templates to PDF invoices, and ensuring data consistency between PDF and XML formats. Users can configure the system to display warnings for discrepancies in tax or revenue data. Additionally, it highlights that only certain PDF readers, like Adobe, can display embedded XML attachments.
HTML for 'Today's Date'
PDF Templates
This guide explains the use and customization of PDF templates within Halo software. It includes instructions on selecting, editing, and configuring templates for various entities like tickets, invoices, and reports. The guide outlines customization options such as appearance, detailed tables, and HTML modifications. It also covers permissions needed for agents to create and edit templates, and how to preview template changes. Additionally, it touches on XML templates as an alternative file type for ticket entities, and the implications of switching between PDF and XML formats.
Pulling Report Data into a PDF template
Specifying Decimal Format in PDFs
Use AI to Analyse Business Performance
This article provides a guide for using AI to analyze business performance using HaloPSA. It explains how AI can generate and analyze reports from your Halo instance, with results automatically formatted into PDFs for user review. The process can be customized in multiple ways, including the triggering event for report generation, the specific report analyzed, and how AI interprets the data. Customization options include modifying ticket types, selecting different reports, and adjusting AI prompts for analyses. Pre-requisites include setting up an AI connection and configuring specific system actions.
Using QR Codes on PDF Templates