Footers

The Footers feature in the Settings tab allows you to add static text or images to the bottom of printed documents such as quotes, orders, invoices, and similar items. This feature enables you to include consistent information across your documents, such as terms and conditions, promotional messages, or contact details.

Creating a Footer

To create a footer:

1. Navigate to the Settings tab.
2. Click on Footers.
3. Click on the New Footer button.

You can design footers using plain text or HTML. This flexibility allows you to customize the appearance and content of your footers to suit your business needs.

Using Merge Fields

Footers can contain dynamic content using merge fields (also known as merge tags). Merge fields automatically insert specific data from your records into the footer, such as customer names, dates, or invoice numbers. When editing the footer, you'll see a list of available merge fields that you can include. Simply insert the desired merge field into the footer text where you want the dynamic content to appear.

Adding Images to Footers

To include images (like logos or signatures) in your footer:

1. Convert the image into Base64 format using an online tool such as www.base64-image.de.
2. After conversion, copy the generated <img> tag.
3. Paste the <img> tag into the footer editor where you want the image to appear.

This method embeds the image directly into the footer, ensuring it displays correctly on all printed or PDF documents.

Adding a QR Code

You can add a QR code to your footer by following the same steps as adding an image:

1. Generate a QR code image that represents your static URL or information.
2. Convert the QR code image into Base64 format.
3. Paste the <img> tag into the footer editor.

Including a QR code in your documents allows recipients to access additional information or resources easily.

Applying a Footer to a Document

After creating a footer for the desired document type (such as a sales invoice):

1. Open or create a new document of that type.
2. In the document editing screen, locate the Footer field.
3. Select the appropriate footer from the dropdown menu.

The selected footer will now appear at the bottom of the printed or PDF version of the document.

Automating Footers with Form Defaults

To have footers automatically selected for new transactions:

1. Use the Form Defaults feature to set default options for your documents.
2. Specify the default footer(s) you want to apply to each type of document.

By setting up form defaults, you streamline the creation process of new documents and ensure consistency across all your printed materials.

For more details on setting up form defaults, refer to the Form Defaults guide.