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When you send invoices or other receipts, you want them to look individual. This is what the document layouts in Scopevisio are for. To do this, select Organization > Master data > Document layouts.

Create a customized document layout

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  • Those that remain the same for every receipt - e.g. your company, your logo, your sender address. This data can be entered in plain text or as a text module. Text modules begin with a $ sign. They refer to a specific entry in the database and are replaced by this data when the receipt is printed - e.g. $Logo is replaced by your logo.

  • Data that is different for every receipt - e.g. the invoice recipient and the invoice items. This data is specified with placeholders and filled in appropriately for each invoice (similar to a form letter). Placeholders are enclosed in curly brackets. Here you will find all the placeholders provided by Scopevisio.

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Individualize document layout

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