PDF generation and branding

How Easy Invoice generates PDFs client-side, and how to customise your company branding (logo, name, tax label, document titles) so every PDF looks like yours.

Every invoice and quote in Easy Invoice can be downloaded as a PDF that’s pre-branded with your company details. The PDF is generated entirely in your browser — the invoice content never leaves your machine on the way to becoming a PDF.

How PDF generation works

When you click PDF in the document editor toolbar, Easy Invoice renders the on-screen document into a PDF using your browser’s local rendering engine. There’s no server round-trip, no upload of invoice data to an external service, and no cloud queue. You get the file in your Downloads folder within a second or two.

That has three practical consequences:

  • Privacy. Invoice content (customer names, amounts, line items) never travels outside your machine for the PDF step.
  • Speed. No network latency between clicking PDF and getting the file.
  • No PDF on mobile. Mobile browsers don’t reliably support the underlying rendering pipeline, so the mobile editor uses the public share link flow instead.

Branding your PDFs

Everything that appears at the top and side of the PDF comes from Settings. Open Settings and adjust:

Company Details

These appear in the FROM section of every invoice and quote PDF:

  • Company name — bolded at the top of the FROM block.
  • Tax / GST / VAT number — your local tax-authority registration number.
  • Email, phone — contact details under the company name.
  • Address — multi-line postal address.

Settings panel showing company details and preferences

Preferences

  • Currency — one of 18 supported currencies. The PDF formats amounts in your chosen currency’s convention (for example NZD $1,234.56).
  • Tax Rate — the percentage applied to taxable lines (e.g. 15 for NZ GST, 20 for UK VAT).
  • Tax Label — the label shown in the totals block (GST, VAT, Tax, Sales Tax, etc.). This is what your customers see, so use the term they recognise.
  • Document Titles — the printed title at the top of the document. Common variants: “Invoice” / “Tax Invoice” / “Quote” / “Quotation” / “Estimate”.
  • Document Numbers — prefixes and starting numbers for invoices, quotes, customers, and items (e.g. INV-, QUO-, CUS-, ITM-).

Not tax advice. Easy Invoice gives you the controls to format tax correctly; it doesn’t pick the right rate or label for you. Check the right values for your jurisdiction with your accountant.

Logos

To add a company logo, upload it to your company-details block in Settings. The logo appears in the top-left of every PDF and the document editor.

For best results: PNG or SVG, transparent background, roughly 4× wider than tall (most logos look right at around 400×100 pixels).

What the customer sees

The PDF preserves the exact layout of the on-screen editor — what you see in the editor is what the customer gets. There’s no “preview vs. final” gap to worry about.