You can customize your invoice layout in the Layout Configuration area. The configurations you make here will be applied to your billing cycle.
To access the Layout Configuration page, go to Finance/Settings/Layout Configuration.
The privilege "Allow invoicing layout configuration" must be enabled for the desired user groups under User management/ Groups /Finance.
You can find more information about the activation in the article Rights management.
To create a new layout format, please click on the "Add" button.
You can then assign a name for the layout configuration you create
Document Background Format
Here you have the option to upload a configured template to be used in the invoice run. You can download the available templates. You can download them either as a PNG or as an Adobe Photoshop file.
You can configure values such as the date format or the decimal places according to your needs and preferences. You will get a description of the individual settings by letting the mouse pointer hover over the selected elements.
|These values are preset for international invoice standards, but they can be individually customised as well.|
Please note that the Expert configurations can only be printed in the language they were entered in. Translations into other languages are no longer possible.
For assistance with the various options please contact has·to·be-Support.