> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/samita-wholesale-b2b/add-on-features/create-payment-term-for-your-b2b-customers/configure-and-attach-pdf-file-for-payment-term-notification.md).

# Configure and attach PDF file for payment term notification

Attach a customizable PDF to the emails sent when a customer uses a payment term.

## Attach a PDF to the draft order email

When a customer chooses to pay later with a payment term, the app can email both you and the customer with a PDF attached.

Set this up in **Settings > Notifications**, then tick **Attach PDF file** on both the **Merchant notification** and **Customer notification** pages under **Payment terms**.

## Customize the PDF

Go to **Settings > PDF templates**, then under **Payment terms** click **Draft order invoice**.

<figure><img src="https://1875078098-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcI28ZFsoFjOa0T0AsCVi%2Fuploads%2Fgit-blob-7b11dd93e1f7af4cebf645f350dd9e007357970f%2Fsettings-pdf-templates-top.png?alt=media" alt=""><figcaption></figcaption></figure>

* **Invoice name** — set the file naming pattern, using variables like `{{ order.name }}` and `{{ timestamp }}`.
* **Appearance** — choose which header, address, item, and order-price details show in the PDF (for example **Ship to**, **Bill to**, **Payment term**, **SKU**, **Vendor**).

Check the **Preview** panel on the right to see your changes live.

<figure><img src="https://1875078098-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcI28ZFsoFjOa0T0AsCVi%2Fuploads%2Fgit-blob-88c150d96ed99eee086efe351099351dfd1588ea%2Fpdf-template-payment-term.png?alt=media" alt=""><figcaption></figcaption></figure>

Scroll down to the **Footer** section for further options, then click **Save** in the bar that appears at the top of the page.

> ### **Need support?**
>
> If you do encounter any difficulty while proceeding these steps, don’t show any hesitation to contact us promptly via the email address [support@samita.io](https://help.samita.io/support@samita.io)


---

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