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How can I use placeholders in the header/ footer?

Where can I insert placeholders into the header/footer?

Default document settings

On the one hand, you can insert placeholders into the default settings of any document. These can be found under "Settings - All settings - Functions & modules" in the lower portion of the page. To do so, open a document type, e.g. offers, on the right side under "Header & footer" click the desired language, e.g. "German". You can then use the "+" icon to insert the placeholders. Please click "Save" to confirm the changes.

(Print screen)

 

"Texts" tab for a specific document

Otherwise you can also insert placeholders into one specific document. To do so, open an offer, for instance, and click the "Texts" tab in the open document. In the "Header" and "Footer" fields you can use the "+" icon to enter placeholders. Please click the "Save texts" button to save your changes.

(Print screen)

 

Which values are output with which placeholders?

There are three areas where placeholders can be used. One area contains the data of the document you are currently using. Another area contains the data of the contact entered for the document. The last area contains the details of the company from the company's profile and from the user currently logged in (only the placeholder [User]).

Document placeholders (offers, orders, delivery notes, invoices, credits & supplier invoices)

Bezeichnung

Platzhalter

Wert

Amount [Total] 180.00
Date [Date] 01.05.2015
Due date (valid until) [Valid Until] 14.05.2015
Number (Document Number [Document Number] AN-00007
Outstanding amount [Needed Payment] 180.00
Project (project name) [Project] Test project
Currency [Currency] CHF
Payable by [Payable By] 30.05.2015
Days overdue (days after Valid untile) [Overdue Days] 13

 

Contacts

Bezeichnung

Platzhalter

Wert

Form of adress [Sautation] Mr.
Last name/ Company name [Name 1] Scherrer / bexio AG
First name / Additional company information [Name 2] Nicolas / Business Software aus der Cloud
Last name & First name / Company name & Additional company information [Name] Scherrer Nicolas / bexio AG Business Software aus der Cloud
Account balance [Client Balance] 500.0000

 

User

Bezeichnung

Platzhalter

Wert

User [User] Nicolas Scherrer
E-mail [User Email] support@bexio.com
Organization [Company Name] bexio AG
Phone number [Company Phone Nr] +41 71 552 00 60
Website [Website] www.bexio.com
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