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Module · 04

Documents and reports

Every document carries your company's identity. Set the wording per client or provider, design your own layouts, and bring your NDM report layouts across.

  • Confirmation
  • Report Layouts
  • Layout designer
  • Preview
Confirmation · the letter to the client, as it will be sent

On every document

  • Your identity on every letter, invoice and bill
  • Document layouts per client or provider, with a live preview
  • A banded layout designer with format painter, zoom and versions
  • NDM report layouts converted and marked Migrated
  • Preview to print or save as PDF; issuing is a separate step
  • Issued documents keep the layout they were issued on
Your logo, address and colours on every documentPreview · Issue as PDF

Who uses it

  • Booking deskSends confirmations and requests with nothing retyped.
  • FinanceIssues invoices and bills in the company's own layout.
  • AdministratorsSet the company identity and the default layouts.

What it does

01

Confirmation and Request: your identity on every letter

Your logo, name and address are on every confirmation, request, invoice and bill; your introduction, terms, footer and signature lines on every confirmation and request. A single letter can still be reworded on its own.

  • Each person can add a signature that prints on the letters they issue
  • Technical and terms paragraphs are saved once and chosen by name
Confirmation · the letter to the client, as it will be sent
02

Document layout, with a live preview

Each field of a confirmation or a request has a switch to show it and a box to rename it, beside a live preview of the letter. Set a company default, or a layout for one client or provider and one service. The preview fills from an invented booking, so no real client's details appear.

  • A layout with every field switched off is refused
  • Saved layouts lists each one and whom it applies to
Document layout · the confirmation's parts, with a live preview
03

Layout designer

The layout designer is banded: a page header, a detail band printed once per row, a page footer, and group bands where you need them. Insert text, fields, lines, boxes, images and subtotals; copy a look with the format painter; zoom with Ctrl and the scroll wheel. What you draw is exactly what prints.

  • Every save is a new version you can go back to
  • Undo and redo, snap to grid, Test print
Layout designer · a banded invoice layout
04

Report Layouts: your NDM layouts, converted

Report layouts lists every layout across invoices, provider bills, people bills, running totals and bookings. Layouts brought across from NDM are marked Migrated, so they are easy to tell from the ones built since. Make a layout the default, copy it, import it or export it.

  • Import always adds a layout; it never replaces one
  • A layout used on issued documents is kept for them, so they always print as sent
Report Layouts · yours and the ones converted from NDM
05

Preview: print or save as PDF

Every Preview opens the exact document, ready to print or save as PDF, and never marks anything as issued or sent. Letters, invoices, bills, running totals and the department guides all open the same way.

  • Issuing is a separate, deliberate step
  • Issued documents keep their full history
Preview · the exact document, to print or save as PDF

Works with

See your letterhead on it.

A walkthrough of confirmations, requests and invoices in your identity, and of how your NDM layouts come across.

Request a demo