Store document texts per customer
Questions:
- How can I automatically add intro and closing texts to documents?
Description:
Receipts often have a preliminary and final text. In addition to polite phrases, information on the payment method can also be found here.
You can use customer management to define template texts that are automatically stored with the corresponding receipt. TYRIOS differentiates between document types and customers, so that individual template texts are possible.
Solution:
- As a user with extended rights, go to the customer area > User management > Manage customers.
- Search for the desired customer and select "Edit customer" in the line menu.
- Go to the "Voucher data" tab.
- You will find all document types in the "Document text templates" area. Click on the corresponding document type to display a preliminary text and a final text. You can save the desired template here.
- Save the user.
Tips and Tricks:
The template texts are automatically stored when a voucher is created. If a text already exists in the receipt (e.g. through the order), the receipt text is extended. You can customise it easily and conveniently in the voucher editor.
Please note
If you change the customer or document type in the document editor, the template text is automatically saved. This may result in different - possibly inappropriate - texts.