Embedded Files
Set parameters for pre-printing and printing and sending by e-mail for commercial transactions
Set parameters for pre-printing and printing and sending by e-mail for commercial transactions
For each language you deposit your default values. In contact and in the process, a process language is activated and controls the text assignment.
You can activate in the header which action fields are printed and how they should be named.
There is one text each for introduction and one for completion. You can fill these with place data using placeholders:
When entering, the corresponding texts are then preassigned. NOTE: Use the placeholders for certain fields. The difference between "<$" and "<" is as follows: Those fields with "<$" are only used when printing (pdf download). Those without "<$" such as "<organization>" are definitively assigned directly with the insertion.
You can activate here centrally whether product images are printed. The pictures then appear on the receipt.
There are additional requirements for the workflow and for the pre-assignment for each transaction: (workflow steps are taken from the BPM marketplace)
Validity of sent offers in days
Project Product groups that organize as resource or project management.
Delivery note Delivery time and delivery conditions (the delivery conditions are overwritten from the contact, if they are defined there)
Invoice Terms of payment (the terms of payment will be overwritten from the contact if they are defined there)
head: Example texts for the introduction
head: Example texts for the introduction
Quote
Quote
<$c-salutation>,
we prepared this individual quote:
Sales confirmation
Sales confirmation
<$c-salutation>,
thank you very much for your order.
Invoice
Invoice
<$c-salutation>,
we allow us to calculate the following:
foot: Example texts for the Conclusion
foot: Example texts for the Conclusion
Quote
Quote
This quote is valid until ' '<$deadline>'
If you have further questions, please do not hesitate to contact us.
With kind regards,
<$t-organization>
Sales confirmation
Sales confirmation
We have forwarded your order to our team.
Best regards
<$t-organization>
Invoice
Invoice
Terms of payment: <$terms> until '<$deadline>'
Thank you for your confidence.
With kind regards,
<$t-organization>
$if("<$c-vatid>" !="";"
Tax identification number <$c-vatid> Reverse Charge
The Beneficiary is the taxable person\n
";"")
Terms of payment: <$terms> until '<$deadline>'
Invoice for SEPA direct debit (if in contact - customer: SEPA direct debit is activated <$c-sepa>)
Invoice for SEPA direct debit (if in contact - customer: SEPA direct debit is activated <$c-sepa>)
$if("$c-sepa" !="";"
SEPA direct debit\n
";"Terms of payment: <$terms> until '<$deadline>' ")
If you are exempt from VAT, then this text should serve as a default
If you are exempt from VAT, then this text should serve as a default
According to §19 UStG, the amount does not include VAT.
If orders with service date if not already indicated via positions
If orders with service date if not already indicated via positions
Invoice Date is service Date.
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