Text snippets

Create text blocks

In Settings under Finance -> Text blocks you can create new text blocks for each financial document and edit existing ones. This can be done for the header and footer notes, the additional tabular fields, and the email dispatch. The latter then appears in the body of the email.

A text block can be created both in German and in English. Below the input form you will find all available variables. These are automatically replaced in the documents with the corresponding values.

The values for the variables used are automatically inserted into the print version. In the upper part of the tabular block the values automatically determined from the document appear, in the lower part we can simply supplement the list with the additional tabular fields:

Insert text blocks

If text blocks are configured, a new button appears in the financial document at the corresponding places.

Clicking the button opens a dialog that allows us to select a text block.

In this example only one text block is available for the footer note.

Define default settings for text blocks on the customer account

The default text blocks can also be overridden for a specific customer account. To do this they are configured in the customer account settings:

Customer account-specific text snippets