For the complete documentation index, see llms.txt. This page is also available as Markdown.

Letterhead

Die Agenturverwaltung supports the use of multiple letterheads. What belongs to a letterhead and how it is edited is explained here:

Customize letterhead

Use cases for letterheads

Different bank account details or tax numbers

You use a specific checking account for all customers, but a particular customer should pay into a bank account set up especially for them. To ensure the correct bank details appear on invoices to that customer in the letterhead, a separate letterhead can be created for that customer and defined as the default in the customer account.

Sub-brands of your company

You operate different sub-brands of your company, e.g. "Hase Kommunikation" and "Hase Media Production"; depending on the assignment you can use the correct letterhead with the corresponding company logo.

Integrated advertising messages

You create 10 different letterheads, each with a different small banner carrying an advertising message, and rotate them at random.

Use of pre-printed stationery

If your agency wants to use pre-printed stationery from the printer, you can create an additional letterhead that has no logo - and possibly no footer -.

Multilingual letterhead

If your logo or footer is used in multiple languages, you can create a corresponding letterhead for each language. You should then name the letterhead e.g. "letterhead PDF English". When you then create an English-language financial document, select the English letterhead in addition to the language (English). You can also predefine these settings on the customer account under "Settings", then all financial documents of that customer account will use the language and the corresponding letterhead.

Working with multiple letterheads

If more than one letterhead exists, one of the letterheads can be marked as the default letterhead. It will then be suggested automatically for every new document - unless something else is defined on the customer account (in the Settings > Print version tab).

If, for example, the company address or legal form changes, a new letterhead with the new address can be created. The old letterhead is then deactivated using the "archive" button. It remains available in documents that have already used it and thus preserves their immutability, but it is no longer offered for selection in new documents.

Last updated

Was this helpful?