You can place information about your company, conditions, advertising, general terms and conditions, etc., at the top of your QR payment slip (printed on a separate A4 page). This support article will tell you how this works in detail.
Content:
- Set up document template
- Customise a specific invoice
- Video
Set up document template
- Requirements: Create a PDF containing the information you would like to place at the top of the payment slip. Only single-page PDFs in A4 format can be uploaded.
- Print area: Place your information exclusively in the top half of the page.
- Reserved area for QR code: The bottom half is reserved for the QR payment slip. If the content of your PDF takes up more space and overlaps this area, bexio will automatically overwrite this information with the payment slip to ensure legal compliance.
To apply this background to all of your invoices:
- Go to Settings > Document templates.
- Edit the desired template or select your default template.
- In the settings for invoices, enable the option “Show payment slip on separate page”.
- Click on the newly displayed option “Set background for payment slip page” and upload a PDF from your computer.
Please note: this selection is only available if you are editing a template for invoices.
- Click on Save.
Your future invoices will automatically include this background on the QR payment slip page.
Customise a specific invoice
If you want to change the template or background for a single invoice without affecting the others:
- Go to Sales > Invoices and open the relevant invoice.
- In the right-hand menu under Invoice settings, select a different document template from the drop-down menu.
Optional: To edit the used template directly without changing the global template, click on “Edit document template” below the document preview. The changes applied will only adapt to this specific invoice.
How to edit/create a document template
For more informations check out the article: Create and edit document templates