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⚙Using CSS Data Attributes in HaloPSA PDF Templates

February 05, 20241 min read

One of the neat problems we were recently able to solve was to dynamically display the "payment status" of invoices in HaloPSA. To do this, we used CSS based on data attributes and HaloPSA variables to dynamically display the status. Let's take a look at the process to get us there.

Custom HTML/CSS/JAVASCRIPT
  1. Duplicate/create a new PDF Template. In our example, we are doing an invoice template. You can get there by navigating to config/reports/pdftemplates?type=54

    Step1
  2. Edit the PDF template main page

    Step2
  3. Add the following to the first style section:

    Custom HTML/CSS/JAVASCRIPT
  4. Scroll down to the <Body> section, paste the following immediately after <Body> and before <Div...>.

    Custom HTML/CSS/JAVASCRIPT
  5. Add a </div> before the ending </body> tag to close out the wrapper.

HaloPSAInvoicingPSA

Quinntin Comer

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