Placeholders and text modules

When you send invoices or other receipts, you want them to look individual. This is what the document layouts in Scopevisio are for.

Select Global > Master data > Document layouts.

Using placeholders

A placeholder marks a place in the document layout where information is inserted. For example, address fields, invoice items, amounts, discounts and much more are automatically replaced by the stored data.
In Scopevisio, e.g. in a text module, a placeholder begins with the $ sign;
in an odt file it is identified by curly brackets { }.

You can insert or delete placeholders from your document layout as required. You can find a list of available placeholders here.

What is the difference between placeholders and text modules?

Placeholders are stored in the odt files, while text modules are created in Scopevisio itself. The placeholders {initial text} and {final text} mark the positions in the document where the text modules are inserted.

Text modules can be used for longer texts, between which you can quickly switch in the application if required. For example, create an introductory invoice text especially for first-time customers and insert this in the invoicing under the Texts tab.

This allows you to use different texts in your documents without having to change the layout.

Placeholders can also be used in a text module, e.g. to create a personalized address.

Create and use text modules

You can save frequently recurring introductory or closing texts for your output documents in the application and provide them with placeholders that are automatically filled with the invoice or order data. Finally, the texts created in this way can be selected as the standard for the desired document.

To create standard texts, open Global > Master data > Languages and text modules > Manage text modules and click on Add in the next window.

Assign a meaningful name (1). To insert the new text module as the standard introductory or closing text in a document, select the appropriate entry in the selection list (2).

Enter your text. You can also insert placeholders (3). These placeholders are automatically supplemented by the information in the invoice, for example. You can find a list of possible placeholders under (4). Save your newly created text module by clicking on the diskette symbol.

The Document text tab

Read the information on the Document text tab in the billing forms in the chapter on Scopevisio orders.