Not only your user interface should reflect your own personal style — your documents should do so as well. Stationery can be selected under Settings > Documents > Stationery. First, you are given a choice between the standard template and a personal template. The choice you make here will result in two completely different ways of generating PDF files, with each having both advantages and disadvantages.

The standard template is the quickest option. And you can even upload your own logo, edit the footer, or customize the type, size, and color of the font. It is even possible to upload your own background picture. Oftentimes the company letterhead is simply used as a background in order to arrive at the desired invoice layout with just a few clicks. Feel free to spend some time playing around. The results will be visible when you open a document in draft status and print the preview. You can delete this draft document again later should it no longer be needed.

If you don’t like the way the standard template is structured, then you might enjoy the opportunity to create your own templates. This is made possible through Word templates that contain several placeholders. When Billomat generates a PDF from the file, these placeholders are automatically replaced by the appropriate values. If you want to try this out, it might be a good idea to review the help pages. There you will find some sample templates that illustrate how such a Word document might be structured. Experience shows that it is easier to adapt these sample templates to your own layout than to start out working with a completely new document.

By the way, you may upload and use as many personal templates as you wish. When it comes time to turn your invoice into a PDF, Billomat will ask you which stationery you wish to use. This is especially practical when you want to manage more than one business with the same Billomat account or if you plan to write an invoice in English for a change.

Beware! Objects are not allowed to overlap in your personal templates. This means, for example, that text material should not be superimposed over an image. In other words, background pictures and watermarks cannot be used in personal templates!

» Further information can be found on the Support Page.

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