--- title: PDF Toolkit (Pro addon) description: Customise every detail of your invoice and quote PDFs — watermarks (PAID / DRAFT / OVERDUE), custom headers, footers, color and font controls, and per-document branding. ---
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# PDF Toolkit The free Easy Invoice plugin generates clean, functional PDFs — but they look like stock WordPress. If you're sending invoices to clients who expect polish (enterprise customers, agency clients, finance teams), or you're white-labelling Easy Invoice as your own product, you need more control: a "PAID" watermark, your logo at 30% opacity over the page, a custom color for status badges, a footer with your registration number. The **PDF Toolkit** addon adds all of that on top of the standard PDF engine, configured from your settings page. No template editing, no PHP code. ## Plain-English problem this solves A client says "wait, is this invoice paid or do I still owe you?" Or your accountant gets confused looking at a draft invoice they thought was final. Or you just don't want the PDF to look like a generic WordPress plugin made it. This addon lets you stamp **PAID** in big translucent letters across paid invoices, **OVERDUE** in red across late ones, **DRAFT** in grey across unsent ones — and the same for quotes. It's the kind of small touch that screams "we have our act together". ## When you need this - **B2B service businesses** where the PDF is the only document the client sees from you. - **Agencies** rebranding the plugin (pairs perfectly with the [White-Label addon](./white-label)). - **Anyone with strict visual branding** — your color palette, your fonts, your imagery on the page. - **Compliance / audit-sensitive workflows** — a clear DRAFT or VOID stamp prevents an accidentally-sent draft from being treated as a real invoice. If you only ever send invoices to one or two regular clients who don't care what the PDF looks like, you can skip this addon. ## Enabling 1. Open **Easy Invoice → Addons** 2. Find **PDF Toolkit** 3. Click **Activate** Settings appear on **Easy Invoice → Settings**, in the **PDF Customization** section. Settings are split into two sub-sections: **Invoice PDF** and **Quote PDF** — each with its own watermark options. ## Watermark settings — invoices These configure the stamp that appears across the body of every **invoice PDF**. ### Watermark Type (invoice) **What it does:** Picks which kind of watermark to render. Four options: | Type | What it does | Best for | |---|---|---| | **None** | No watermark | Default — clean PDFs | | **Status text** | Auto-stamps the invoice's status: `PAID`, `OVERDUE`, `DRAFT`, `VOID` | Most users — zero configuration once enabled | | **Custom text** | A fixed phrase you choose (e.g. your company name, "CONFIDENTIAL", "ORIGINAL") | Branding or one-off compliance needs | | **Image** | An uploaded logo or stamp graphic | Premium branding — your logo translucently over the page | **Recommended:** Status text. It updates automatically as the invoice's status changes, no manual work. ### Watermark Text (invoice) **What it does:** The custom phrase to stamp. Only matters if **Watermark Type** is set to **Custom text**. **Examples:** `CONFIDENTIAL`, `ORIGINAL`, `COPY`, `YOUR COMPANY NAME`, `INVOICE-2025` **Plain-English:** Whatever you type here is splashed diagonally across the page in big translucent letters. Keep it short — long phrases look cramped. **Leave it empty** if you want the addon to fall back to the invoice's status (PAID/OVERDUE/DRAFT). ### Watermark Color (invoice) **What it does:** The color of the watermark text or status stamp. Use the color picker or paste a hex code. **Defaults that work:** - **Light grey** (`#D1D5DB`) — subtle, professional, never competes with content. - **Light red** (`#FCA5A5`) — good for OVERDUE/CONFIDENTIAL stamps when you want urgency. - **Light green** (`#86EFAC`) — pleasant for PAID stamps in a celebratory tone. **Avoid:** dark, fully-saturated colors (they make the body text unreadable underneath). **Note:** When **Watermark Type** is **Status text**, this color is overridden — the addon picks the color based on status (green for PAID, red for OVERDUE, grey for DRAFT, dark grey for VOID). ### Watermark Image (invoice) **What it does:** Upload an image (PNG or JPG) to stamp instead of text. Common uses: your company logo, a custom rubber-stamp graphic, a certification mark. **Recommendations:** - **PNG with transparency** works best — the rest of the page shows through. - **Square or roughly square** images render best (the watermark is centered). - Keep the source image at least 600×600 pixels for sharpness; the addon scales it down to fit. ### Watermark Size (invoice) **What it does:** How big the image watermark appears on the page, in pixels. **Default:** 200 px. **Examples:** - `150` — a discreet stamp in the middle of the page. - `300` — a prominent "logo across the body" effect. - `500` — fills most of the page (rarely flattering). **Plain-English:** Bigger means the watermark dominates more of the page. Start with the default 200 and adjust if it looks too small or too big in practice. ### Watermark Opacity (invoice) **What it does:** How translucent the watermark is, as a percentage. Lower = more see-through, higher = more solid. **Default:** 10–15% (subtle). **Recommended ranges:** - **5–15%** — barely-there ghost stamp (best for clean professional PDFs). - **20–35%** — visible but readable through. - **40–60%** — bold, can't-miss it (use for VOID or DRAFT to prevent mistakes). - **70%+** — heavy enough to obscure body text in places; only use if the watermark IS the focus. **Plain-English:** Think of it like a sticker's stickiness. Low opacity = thin film. High opacity = solid stamp. Most professional invoices use 10–20%. ## Watermark settings — quotes Every setting above repeats for **quote PDFs** with one difference: the **Watermark Type → Status text** option stamps the quote's status (`DRAFT`, `SENT`, `ACCEPTED`, `DECLINED`, `EXPIRED`, `CONVERTED`) instead of the invoice statuses. Configure them separately if you want different visual treatment for quotes versus invoices — a common pattern is: - **Invoices** — Status text watermark (so PAID/OVERDUE shows automatically). - **Quotes** — Image watermark with your logo at 10% opacity (so every quote feels brand-consistent before status matters). ## Pairs well with - [White-Label & Brand Override](./white-label) — Combine PDF watermarks with full plugin rebranding for a top-to-bottom "your company" experience. - [Custom Invoice & Quote Templates](./custom-templates) — The visual template builder controls the *layout* of the page; PDF Toolkit controls the *overlay* (watermark) on top of that layout. - [Secure Links for Invoices & Quotes](./secure-links) — When you email a PAID-watermarked PDF, the link to the invoice page also shows the up-to-date status. ## Troubleshooting **"My watermark isn't appearing on the PDF"** - Confirm the addon is **Active** in **Easy Invoice → Addons**. - Confirm **Watermark Type** is set to something other than **None**. - If using **Custom text**, ensure **Watermark Text** is not empty. - If using **Image**, ensure an image has been uploaded. - Regenerate the PDF — the watermark is applied at render time, not stored on the invoice. **"The watermark is too dark / unreadable through"** Lower the **Watermark Opacity**. Try 10%, then go up in 5% steps until it looks right. **"My uploaded image looks blurry"** Upload a higher-resolution source. PDFs are typically rendered at 150–200 DPI; an image less than ~600 px wide will visibly pixelate when scaled up. **"PAID watermark isn't appearing on paid invoices"** - Confirm **Watermark Type** is set to **Status text** (not **Custom text** or **None**). - Confirm the invoice's status is actually `paid` — open it in **Easy Invoice → Invoices** and look at the status badge. **"I want different watermarks for different clients"** Per-client watermark configuration isn't built in. As a workaround, use the **Custom Invoice & Quote Templates** addon to assign different template designs per client, then change the global watermark when switching to that client's preferred layout. For most users, the auto-status watermark is fine across all clients. ## Settings location All PDF Toolkit settings live on **Easy Invoice → Settings**, in the **PDF Customization** section. There are two sub-sections — **Invoice PDF** and **Quote PDF** — with identical fields. ## See also - [Settings reference](../settings-reference) - [White-Label & Brand Override](./white-label) - [Custom Invoice & Quote Templates](./custom-templates)
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