Design
Define the layout, colour, logo and texts of quotes, orders and invoices, and check them with a preview.
The design determines how your documents look as PDFs. You can find it under Settings → Documents → Design.
People with the ‘Catalogue and billing details’ permission can open and change the page. The settings apply to new documents. Documents that have already been issued remain unchanged.
Settings
| Field | Effect |
|---|---|
| Layout | Classic, Compact or Large heading |
| Accent colour | Colour for highlights |
| Font size | 9 to 12 |
| Logo width | 40 to 200 |
| Show article numbers | Column in the line item table |
| Show discounts | Column in the line item table |
| Show units | Unit after the quantity |
| Show contact details | Contact details in the document |
| Introduction | Text before the line items |
| Closing text | Text after the line items |
| Additional footer | Own text in the footer |
You can override the introduction and closing text in the individual document.
Logo
- Under Document logo, choose a PNG or JPEG file of at most 250 kB.
- Set the logo width.
- With Remove logo you take the logo out again.
If you have not set a document logo, documents and contract PDFs automatically use the organisation logo from Menu and design. A document logo of your own always takes precedence.
Preview and save
- Click PDF preview. A sample invoice with your settings appears on the right. You save it with ‘Download’.
- Click Save. Discard resets unsaved changes.
What cannot be hidden
Mandatory details such as sender, address, tax details, legal form details and bank details are always visible. They come from the billing data.