Workflow

QR Code Compliance — General and document settings

Configure compliance mode, verified stamps, public IP display, QR/stamp dimensions and each supported PDF document type.

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12 guides
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Configure QR Code Compliance general settings

Configure QR Code Compliance general settingsSet the master compliance, verified-stamp and public-IP behaviour.Admin Area → Setup → Settings → QR Code Compliance → General

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Configure QR code dimensions

Configure QR code dimensionsSet the width and height passed to the PDF QR renderer.Admin Area → Setup → Settings → QR Code Compliance → General

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Configure verified-stamp position and size

Configure verified-stamp position and sizeUse automatic beside-QR placement or complete manual X/Y coordinates.Admin Area → Setup → Settings → QR Code Compliance → General

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Configure public IP display

Configure public IP displayChoose whether the public signed page/stamp shows a full or masked IP address.Admin Area → Setup → Settings → QR Code Compliance → General

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Configure Invoice QR code settings

Configure Invoice QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for invoice PDFs.Admin Area → Setup → Settings → QR Code Compliance → Invoices

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Configure Payment QR code settings

Configure Payment QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for payment PDFs.Admin Area → Setup → Settings → QR Code Compliance → Payments

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Configure Credit Note QR code settings

Configure Credit Note QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for credit note PDFs.Admin Area → Setup → Settings → QR Code Compliance → Credit Notes

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Configure Estimate QR code settings

Configure Estimate QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for estimate PDFs.Admin Area → Setup → Settings → QR Code Compliance → Estimates

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Configure Proposal QR code settings

Configure Proposal QR code settingsEnable or disable QR output, set PDF coordinates and configure legacy content for proposal PDFs.Admin Area → Setup → Settings → QR Code Compliance → Proposals

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Configure invoice legacy Base64 QR content

Configure invoice legacy Base64 QR contentApply the invoice-only Base64 option when compliance mode is disabled.Admin Area → Setup → Settings → QR Code Compliance → Invoices

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Insert legacy QR merge fields

Insert legacy QR merge fieldsBuild non-compliance QR content from the supported document, client and other merge fields.Admin Area → Setup → Settings → QR Code Compliance → document tab → QR Code Info

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Understand QR PDF positioning

Understand QR PDF positioningKnow when the renderer uses configured X/Y coordinates or the current automatic PDF position.Admin Area → Setup → Settings → QR Code Compliance → document tab

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