Custom Headers and Footers

The Header & Footer Editor in iCFM allows you to create and customise headers and footers for your Quotes, Purchase Orders, Account Transactions, and Despatch Notes. This is useful when you want your PDFs to include consistent branding, specific Project information, or custom layout elements tailored to your workflow. You can select a custom header or footer to replace the default when printing.

You can use placeholders and HTML to include live data in your printouts, such as company or project information.

To Create or edit a Header/Footer:

1. Go to Main Menu > Admin Options

2. Open the Header & Footer Editor

3. To create or edit a Header/Footer:

   • To create a new header/footer, start entering information directly

   • To edit an existing header/footer, select it from the list on the left and make your changes

   • To start a completely new header/footer when one is selected, click Clear to empty the fields

4. Select the Type from the dropdown (Header or Footer)

5. Enter a Description for your header/footer

6. In the Content field enter your custom HTML/Twig - use placeholders to insert live data into your PDFs

Please Note: Changes are saved automatically as you type 

• Copy an existing header/footer: select it and click Copy to duplicate, then edit the duplicate as needed

• Delete a header/footer: select it and click Delete to remove it completely

Placeholders

The editor supports placeholders using the Twig templating language, which allows you to insert dynamic data into your PDFs. For example, {{ company.name }} will insert your company’s name.

• table refers to a specific set of data (e.g., company, project, accountstransaction).
• fieldname refers to a specific piece of information within that data (e.g., company.name, project.projectnumber, product.name).