In Elorus you have the option to change some display settings per document individually, without affecting the defau;t settings that you set in the "Templates" menu. This may be desirable in cases where e.g. the customer is not VAT liable and therefore do not need the relevant information displayed on the document.
Once a sales document or estimate is saved, you have the following options in case you wish to change its appearance:
You can choose a different template for this particular document.
Change other appearance options regarding the document's content. Pressing this button, a window appears like the one below:.
You can hide or show the respective information for this document without affecting your template's default settings.
Creator's personal information
If you choose this information to appear on the document, the creator's name, email and contact number will appear on it.
If displayed, this information will be extracted from the user's profile.
Client's personal information
If you choose this information to appear on the document, the client’s contact details (name, phone number, email) will be visible.
Choose whether you want Elorus to show / hide various columns from the items table.
- Product code
- Measurement unit: Specify if and how you wish the measurement unit column to appear on the document.
- Discount: Hiding the discount column will take effect only if no items are on discount.
Paid / outstanding amount
Show or hide the paid / unpaid amount for a specific document. These values reflect the due amount at the time of issuing.
Client amount due
The client's total amount due.
VAT details table
The VAT table analyzes the amounts of each VAT rate found on the document.