Print Settings

The Print Settings tab is used to configure how reports and invoice printouts related to the bank account are displayed.

If this bank account is selected in an invoice, these settings will apply to its printed version.

Key Fields and Options

  • Payment Report: Overrides the default print template for the payment report (payment order).

  • Header Content: Defines the header of the printed invoice (applied only if the checkbox is selected).

    • Typically used for company logo and general company information.

  • Bank Details: Defines bank account information displayed in the printed invoice (applied only if the checkbox is selected).

    • Typically includes bank name, account number, and other payment-related details.

  • Footer Content: Defines additional footer text displayed in the printed invoice (applied only if the checkbox is selected).

    • Commonly used for supplementary information, notes, or legal and informational text.

Header and footer content for printed invoices can originate from three different sources. The system applies a fixed priority order when selecting which content to use.

Priority Order

  1. Bank Account Level

    • Header and footer defined in the Print Settings tab of the bank account.

    • This is the most specific source and always has the highest priority.

  2. Contact Level

    • Header and footer defined in the Contact card (Accounting tab → Print Settings subtab) for the contact specified in the Issued By field of the invoice.

    • These values are used if no bank account-level content is defined.

  3. Bank Level

    • Header and footer defined at the bank level.

    • This is the fallback option when neither bank account nor contact-level content is available.

Editor and Data Placeholders

  1. Text fields support rich text formatting, similar to composing an email. This includes options such as changing font, size, and color, as well as applying bold, italics, underline, etc.

  2. Templates can include data placeholders that will be replaced with real values during printing.

    • The question mark button is available on the right side of the panel when the Print Settings tab is active. Clicking this button opens a list of all supported data placeholders.

      Example: {INVNUM} - Invoice Number → will be replaced with the actual invoice number in the printed document.