Customer account-specific text snippets

Alternative text modules for financial documents

General information on creating and using text modules can be found here:

Text snippets

On the customer account you can define whether financial documents such as estimates, invoices or credit invoices should be prefilled with certain text modules.

Use cases for customer account text modules

Personal customer salutation

In the text module for the header note of estimates in this customer account, for example, the customer's contact person could be mentioned personally, or an English alternative to the standard German header note

Customer cost centers

Your customer has asked you to include your supplier number or a cost center on all documents. The additional tabular fields are suitable for this:

Alternative payment terms

to formulate a personal customer salutation in the header note, to store certain cost center information of the customer in the tabular additions, or to specify payment terms valid only for this customer account in the footer note of an estimate.