7.5.2 Configure your Invoice Layout

Show Cover Letter

Check if you need the first cover page or not

Show Only Cover Letter

If checked only the first page of the offer is created

Volume discount scale

Provide pricing information which shows on all invoices: Enter volume discount scales which are printed on your PDF if you offer those to all of your customers (You can store different version if using Legal Entities)

RecordType Name

Displays your chosen record type and lets you change it here.
From version 2.119, it is only possible to change the record type when editing an invoice preference. To change the record type of a preference you are creating, press cancel and start again. 

Invoice Preference Name

Give your Invoice setting a name.

Logo file name

Displays the selected image file for you logo.

Logo

1. Add your logo to your invoice (Max 100x200 px). Make sure to tick the checkbox Show Logo. Optionally you can also use the left header or right header image source check out the details 7.5.5.1 Add your Customer's LOGO to PDFs.

Color Hex Code (Background)

Changes the color code of your table on the second page. Please enter the color in hexadecimal. Also refer to 26.

Color Hex Code (Table Header)

Changes the color code of your table headers on the second page. Please enter the color in hexadecimal. Also refer to 21.

Left Header Image Source

Allows you to additionally to your logo display the Logo of your customer, agency network or other. Either on the left or right see 9? 

Left Header Image only on Cover Letter

Defines if Left Header Image is displayed on Cover Page/Cover Letter

Show Left Header Image on Invoice

Defines if Left Header Image is displayed by document type "Invoice"

Show Left Header Image on Cancellation

Defines if Left Header Image is displayed by document type "Cancellation"

Show Left Header Image on Credit Note

Defines if Left Header Image is displayed by document type "Credit Note"

Show Left Header Image (CN Cancellation)

Defines if Left Header Image is displayed by document type "Credit Note Cancellation"

Hide Notes Box - always

Always hides the Notes Box below the table

Show rounding note

If checked the label "RoundedValuesHelptext" will be displayed. 7.5.8 Rounding Issues

Hide Fax

Hides the Fax information of Contacts on your invoice

Active

Tick the checkbox to activate the layout. If you are not using Legal Entities only the ONE active settings record gets used for all invoices

Show Footer Html

Activates the footer html label which is referenced by the labels FooterHtml and FooterHtml_BA.

 Show Logo

Check this if you like to display the logo. Make sure you have selected an image by adding you logo.

Hide additional fees

If checked additional fees/surcharges are not printed on the summary page.

Show Gross Campaign Cost

Displays the Gross Amount on your invoice if checked.

Right Header Image Source

Allows you to additionally to your logo display the Logo of your customer, agency network or other. Either on the left or right see 9

Hide Box (Technical Specifications)

Hides the box with Technical Specifications.

Show Signature Block on Invoice

Defines if the signature block is displayed by document type "Invoice"

Show Signature Block Cancellation

Defines if the signature block is displayed by document type "Cancellation"

Show Signature Block on Credit Note

Defines if the signature block is displayed by document type "Credit Note"

Show Signature Block (CN Cancellation)

Defines if the seller signature block is displayed by document type "Cancellation"

Hide Notes Box - if empty

Only hides the Notes Box below the table if the description field is empty

Show total discount only

If checked the offered discounts are added up and displayed as one sum. 

Disable Page Break Before Text Blocks

If checked page breaks are disabled before text blocks

Show Signature Block Below Text Blocks

If checked the Text Blocks are shown according to their Sort Order beneath payment conditions and before signature block

Show Total Sales Price

If checked, the Sales Price column will be replaced by the total sales price. The Total Sales Price is calculated by the Sales Price and the Sales Price Surcharges.

Hide Totals

If checked, the total amount calculations is not displayed, clients will only see a list of packages/components to select from.

If checked, the individual components contributing to the total calculation, such as gross amounts, discounts, and fees, are hidden

Hide Info Table (Cover Letter)

Hide the info table on the cover page. For more information read this 7.5.1.4 Customize the Info Table for the PDF Cover Letter

Address Block (1st Page)

Address Block (1st Page) Defines who to send the cover letter to and which fields to use.

Info Table (Cover Letter)

If you don't hide the info table and you have enabled the cover letter use these fields to define what data is shown in the info table on the first page. (Version 2.82 and up: Make sure to not add the "Valid Until" field here as otherwise you duplicate it on the document)

Contact Information (2nd Page)

The four fields define the four columns above your media campaign table on the second page. You don't have to use all four. 

Hide Package Component Details

(Columns with Fields not rows); By default, all package components are hidden, if you like to show package component details to your customers, set this directly in the Campaign Item (see 3.6 Packages for more information). If you then want to hide certain fields, please activate this checkbox and enter which fields you want to hide in the Hide Package Component Fields field.

Hide ad hoc Package Component Details

If you want to hide certain fields, please activate this checkbox and enter which fields you want to hide in the Hide Package Component Fields field.

Show Contact's mailing address

If checked, the PDF will show the contacts mailing address instead of the accounts billing address
_{Make sure that your users use the contact wizard 4.2.7 Contact Wizard and Account Lookups. Also check the following page 7.5.6 Configure Address Blocks and Contacts on PDF.}

Quantity Discount decimal places

The number of decimal places which will be displayed for the quantity discount. 

Agency Discount decimal places

The number of decimal places which will be displayed for the agency discount. 

Show dates on Package Header

When this setting is activated, the Start and End Date of Ad Hoc Packages will be summarised in the Package Header on your Invoice.

Hide Package Component Fields

In this list you can define which fields should be hidden for package components in the PDF. Please see the table below for more information. (Please note that the value in the fields will not display for components only, Package Header fields will still be populated.)

Hide ad hoc Package Components

When this setting is activated, ad hoc package components will be hidden on the PDF. Read more about this setting right here: 3.6.4 Ad Hoc Packages | id 3.6.4AdHocPackages HideComponentsonPDF

Customer Discount decimal places

The number of decimal places which will be displayed for the customer discount

Special Discount decimal places

The number of decimal places which will be displayed for the special discount.

Additional currencies to be show

Define the additional currencies to be shown on the PDF as per the fixed exchange rate. You can find more information on: 7.5.10 How to show multiple currencies on the PDFs?

Date for fixed exchanged rate

Please select the date which should determine the relevant exchange rate to be used. You can find more information on: 7.5.10 How to show multiple currencies on the PDFs?

Show Campaign Period

Shows the start and end dates of the Media Campaign Period on the Invoice

Show Item Period

Shows the accounting start and end dates for the specific campaign item on the invoice.

Field Label

Function

General Font Size

Size defined in this field will be set on all PDF, except below

Font Size My Address (Cover)

Size defined in this field will be set on PDF for Company address on the cover page

Font Size Tables (Cover)

Size defined in this field will be set on PDF for the tables on the cover page

Font Size Titles

Size defined in this field will be set on PDF for the titles and the salutation on the PDF

Font Size Postal Recipient (Cover)

Size defined in this field will be set on PDF for the postal recipient on the cover page

First Page Address Information

Link here to your custom label to configure the Footer on the cover letter.

Footer Full Size Data

Link here to your custom label if you are using a Full Size Footer on your invoice. 

Footer Middle Data

Link here to your custom label if you are splitting your Footer in Middle Data on your invoice. 

Footer Html Data

Link here to your HTML custom label if you are using a Full Size Footer on your invoice.
_{Full HTML Data will only work if you check the checkbox Show Footer Html under Standard Invoice Information section.}

Quantity Discount Column

 Link here to your custom label to configure the Quantity Discount Column label in the price matrix

Customer Discount Column

Link here to your custom label to configure the Customer Discount Column label in the price matrix.

Agency Discount Column

Link here to your custom label to configure the Agency Discount Column label in the price matrix.

Special Discount Column

Link here to your custom label to configure the Special Discount Column label in the price matrix.

Technical Specifications

Link here to your custom label to configure the Technical Specifications label for your invoice.

Conditions of Payment

Link here to your custom label to configure the Conditions of Payment label for your invoice. Enter {hide} in the field when the label should be hidden.

Same Value (B1/N1) Sum Block

Link here to your custom label to configure the label to use when B1 = N1, or use existing custom labels.

General Salutation

Link here to your custom label to configure the General Salutation label for your invoice.

Footer Left Side Data

Link here to your custom label if you are splitting your Footer in Left Side Data on your invoice.

Footer Right Side Data

Link here to your custom label if you are splitting your Footer in Right Side Data on your invoice.

Quantity Discount Sum Block

Link here to your custom label to configure the Quantity Discount Column label  on the cover letter overview and summary block on last page.

Customer Discount Sum Block

Link here to your custom label to configure the Customer Discount Column label  on the cover letter overview and summary block on last page.

Agency Discount Sum Block

Link here to your custom label to configure the Agency Discount Column label  on the cover letter overview and summary block on last page.

Special Discount Sum Block

Link here to your custom label to configure the Special Discount Column label  on the cover letter overview and summary block on last page.

Delivery Advertising Medium

Link here to your custom label to configure the Delivery Advertising Medium label for your invoice.

Conditions of Payment Text

Link here to your custom label to configure the Conditions of Payment Text for your invoice. Enter {hide} in the field when the label should be hidden.

RecordType Name

Displays your chosen record type and lets you change it here.
From version 2.119, it is only possible to change the record type when editing an invoice preference. To change the record type of a preference you are creating, press cancel and start again. 

Invoice Preference Name

Give your Invoice setting a name.

Logo file name

Displays the selected image file for you logo.

Logo

1. Add your logo to your invoice (Max 100x200 px). Make sure to tick the checkbox Show Logo. Optionally you can also use the left header or right header image source check out the details 7.5.5.1 Add your Customer's LOGO to PDFs.

Left Header Image Source

Allows you to additionally to your logo display the Logo of your customer, agency network or other. Either on the left or right see 9? 

Left Header Image only on First Page

Defines if Left Header Image is displayed on the first page

Show Campaign Period

Shows the Campaign Period on the Invoice

Show Left Header Image on Invoice

Defines if Left Header Image is displayed by document type "Invoice"

Show Left Header Image on Cancellation

Defines if Left Header Image is displayed by document type "Cancellation"

Show Left Header Image on Credit Note

Defines if Left Header Image is displayed by document type "Credit Note"

Show Left Header Image (CN Cancellation)

Defines if Left Header Image is displayed by document type "Credit Note Cancellation"

Hide Box (Technical Specifications)

Hides the box with Technical Specifications.

Show Contact's mailing address

If checked, the PDF will show the contacts mailing address instead of the accounts billing address
_{Make sure that your users use the contact wizard 4.2.7 Contact Wizard and Account Lookups. Also check the following page 7.5.6 Configure Address Blocks and Contacts on PDF.}

Hide additional fees

If checked additional fees/surcharges are not printed on the summary page.

Active

Tick the checkbox to activate the layout. If you are not using Legal Entities only the ONE active settings record gets used for all invoices

Show total discount only

If checked the offered discounts are added up and displayed as one sum

 Show Logo

Check this if you like to display the logo. Make sure you have selected an image by adding you logo

Right Header Image Source

Allows you to additionally to your logo display the Logo of your customer, agency network or other. Either on the left or right see 9

Show Gross Campaign Cost

Displays the Gross Amount on your invoice if checked.

Show Item Period

Shows the Item Period on the Invoice

Show Signature Block on Invoice

Defines if the signature block is displayed by document type "Invoice"

Show Signature Block Cancellation

Defines if the signature block is displayed by document type "Cancellation"

Show Signature Block on Credit Note

Defines if the signature block is displayed by document type "Credit Note"

Show Signature Block (CN Cancellation)

Defines if the seller signature block is displayed by document type "Cancellation"

Show Footer Html

Activates the footer html label which is referenced by the labels FooterHtml and FooterHtml_BA.

Show rounding note

If checked the label "RoundedValuesHelptext" will be displayed. 7.5.8 Rounding Issues

Hide Fax

Hides the Fax information of Contacts on your invoice

Show Net Price

If checked the net sales price of this Invoice item is shown

Disable Page Break Before Text Blocks

If checked page breaks are disabled before text blocks

Show Signature Block Below Text Blocks

If checked the Text Blocks are shown according to their Sort Order beneath payment conditions and before signature block

Hide Totals

If checked, the total amount calculations is not displayed, clients will only see a list of packages/components to select from.

If checked, the individual components contributing to the total calculation, such as gross amounts, discounts, and fees, are hidden

Additional currencies to be show

Define the additional currencies to be shown on the PDF as per the fixed exchange rate. You can find more information on: 7.5.10 How to show multiple currencies on the PDFs?

Date for fixed exchanged rate

Please select the date which should determine the relevant exchange rate to be used. You can find more information on: 7.5.10 How to show multiple currencies on the PDFs?

First Page Address Information

Link here to your custom label to configure the Footer on the cover letter.

Footer Full Size Data

Link here to your custom label if you are using a Full Size Footer on your proposal. 

Footer Middle Data

Link here to your custom label if you are splitting your Footer in Middle Data on your proposal. 

Footer Html Data

Link here to your HTML custom label if you are using a Full Size Footer on your proposal.
_{Full HTML Data will only work if you check the checkbox Show Footer Html under Standard Invoice Information section.}

Quantity Discount Column

 Link here to your custom label to configure the Quantity Discount Column label in the price matrix

Agency Discount Column

Link here to your custom label to configure the Agency Discount Column label in the price matrix.

Technical Specifications

Link here to your custom label to configure the Technical Specifications label for your proposal.

Conditions of Payment Text

Link here to your custom label to configure the Conditions of Payment Text for your proposal. Enter {hide} in the field when the label should be hidden.

General Salutation

Link here to your custom label to configure the General Salutation label for your proposal.

Footer Left Side Data

Link here to your custom label if you are splitting your Footer in Left Side Data on your proposal.

Footer Right Side Data

Link here to your custom label if you are splitting your Footer in Right Side Data on your proposal.

Customer Discount Column

Link here to your custom label to configure the Customer Discount Column label in the price matrix.

Special Discount Column

Link here to your custom label to configure the Special Discount Column label in the price matrix.

Delivery Advertising Medium

Link here to your custom label to configure the Delivery Advertising Medium label for your proposal.

Same Value (B1/N1) Sum Block

Link here to your custom label to configure the label to use when B1 = N1, or use existing custom labels.