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LAYOUTS
WorkBook has standard layouts (known as reports in WorkBook) coded to pull system entered data in to the client facing documents, i.e. price quotes, purchase orders and invoices.
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While WorkBook’s standard layouts can be amended, the use of watermarks and print settings can negate the need for this.
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WATERMARKS
A watermark is your branded header & and footer (similar to a letterhead) that is used to include your branding on price quotes, invoices and purchases orders.
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Print settings are set by the individual printing the particular report e.g. a price quote (348)
We have included the The print layout settings of price quotes, project price quotes, and invoices are below for reference.
Price Quote Print Settings
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Below are the options for what can be displayed on the invoice (351).
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