PDF System Upgrade - March 8, 2024

As part of our infrastructure upgrades in Syncro, we will be updating a significant portion of our PDF system on March 8, 2024. Because the upgraded system will follow modern HTML compiling, the update will result in minor changes in appearance to your PDF templates at a minimum.

Who is affected by this update?

This update will affect accounts with at least one customized PDF template active in their account. The upgraded PDF system is already live on new and trialing Syncro accounts, as well as existing accounts using our default PDF templates as they have been already tested thoroughly as part of the upgrade.

Which of my PDF templates may be affected by this update?

The following customizable PDF templates will be affected after the PDF upgrade:

  • Invoice
  • Invoice Packing Slip
  • Statement
  • Ticket
  • Estimate
  • Purchase Receipt (from a customer purchase)
  • Purchase Order
  • Intake and Outtake Forms

Can I view how my templates may be affected?

In an effort to provide you and your team resources to understand how your templates will be affected after the upgrade, we will be releasing a side-by-side PDF comparison tool, available on your account this Thursday February 8, 2024.

The PDF comparison tool will allow you to view the anticipated changes to each of your templates and the ability to modify them as needed, along with the option to opt-in to the upgrade early prior to the cut off date.

Below is a preview of the PDF comparison update, available for each of the affected PDF templates on your account:

What are the known changes to PDFs in this update?

This section reflects known changes in behavior you can anticipate after the PDF system upgrade as our team has observed the changes in our testing. We will continue to update this section with any other known changes if raised by partners between now and the formal cutover to the new system.

Slight zoom and structural changes

While your actual template structure, font styles and sizes will NOT change after this upgrade, we do expect some very slight differences in generated PDFs. Consider the following example, with the current behavior on the left and the new behavior on the right:

Multi-line table rows break onto next page if they would otherwise overflow

For tables that may display lengthier text, such as Ticket Comment tables used in Ticket PDFs, any multi-line rows will now break onto the next page if they would overflow at all onto the next page. Consider the following example, with the current behavior on the left and the new behavior on the right:

No CSS workaround exists for preventing long multiline tables from breaking onto the next page. The reason this behavior has been supported up until now has to do with our current PDF system—which is out of date and we are moving away from—explicitly breaks long rows when converting to PDF, despite no real CSS intervention available.

Known issues with custom PDF templates in the upgraded system

Below are some known issues we’ve seen some partners encounter with their customized PDFs using the upgraded system or comparison tool. For all cases marked ‘Solution Provided’, either resetting to the default PDF template or manually modifying the CSS as indicated in the corresponding section should resolve the issue.

Header cutting off text or overlapping [Solution Provided]

Some partners have reported issues with headers and table rows overlapping each other. This unfortunately does not have a simple resolution so we’re restoring our previous default of having no header on each subsequent page when tables span multiple pages.

If you’d like to restore a header, you can add the following CSS in your template

thead { 
  display: table-header-group !important; 
}

Before:


After:

If you notice that there is overlap with the header and table rows, then you’ll want to update the .invbody CSS class from overflow: auto to overflow: visible. In our testing, we have found this to resolve most cases.

Text being cut off for long table rows that have to span multiple pages [Solution Provided]

In some cases, we found that text in rows that span multiple pages ends up being cut off at the bottom/top of pages. If you are noticing this behaviour, reset your templates or update the .invbody CSS class from overflow: auto to overflow: visible.

Before:


After:


Summary sections being pushed to the next page [Solution Provided]

On invoices and estimates predominantly, we’ve seen cases where summary sections were being pushed to the subsequent after line item tables, rather than immediately after on the same page, differing from previous behavior. If you are noticing this behavior, reset your templates or remove page-break-before: always; from the invbody-summary CSS class.

Before:

After:

Font issues [Investigating]

Specifying other fonts in templates are currently not working as expected in generated PDFs; the default font is always used. We will provide more information as our team is continuing to investigate this.

FAQs

  • Will the template tags I use in my PDF templates be effected at all in this update?
    No, the PDF system upgrade will have no affect on template tags used in customizable PDF templates today

  • Will the PDFs generated in reports and sent to my customers be affected by this upgrade?
    No, the PDF system upgrade should have no affect on your ability to generate report PDFs. The only reports affected by this upgrade are the Customers Map, Miscellaneous Credits Report, Product Sales Report, Daily Sales Report (old), Pending Ticket Charges Report, Tax Report, and Un-Settled Payments Report. All of which have been tested thoroughly and should be unaffected after the system upgrade cutover.