The tutorial shows a very small outline of what is possible. More experienced customers can use the template script language Velocity (Userguide in English).
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Document templates with HTML/CSS
In CashCtrl PRO an editor with extensive possibilities for document templates is available. A multitude of templates can be created and saved. Interventions are made on HTML and CSS basis. Variables (placeholders) from the program can be used in the code to generate own forms.
Display information and telephone numbers in PDF
Customer enquiry: How can we have the telephone number of the person in charge displayed at the top of the sender's address in a quotation?
The two pieces of information can be integrated as follows. Copy and edit the document template. In the HTML editor, go to the corresponding line where the name and telephone number of the person in charge should be displayed.
Proceed step by step, if you are unsure, just contact us.
The tutorial shows a very small outline of what is possible. More experienced customers can use the template script language Velocity (Userguide in English).
1.
In this case, the name and telephone number should appear after the VAT number. Experienced customers write the code directly themselves, for all others it is useful to simply copy the upper section. Again, as a reminder, it is recommended to copy the template so that you can always revert to the original template if something does not fit.
2.
Now copy all lines from to >/tr> and paste twice. Once for the name and once for the phone number. We adjust both sections immediately. You will now see the sales tax lines three times.
3.
First, the class and the name are adjusted. Change them as follows:
< tr class="$rpCls">
< td>$i18n.responsible_person
(by $in18." the term "clerk" is also shown in other languages)
Then mark the ID "$vatUid" and use placeholders instead of the VAT ID to select the clerk Full Name ID "$rpFullName".
The drop-down menu shows the complete overview of the possible fields that can be displayed.
4.
Add the telephone number in the same way. Additionally, we would like to add the website above. To do this, we will add a simple line, with "Website" as a fixed title and the URL ID. Finish the editing with "Save". That's it, now phone number and name are displayed.
Small adaptation for all typography lovers.
The line count for the names is not coordinated with the information next to it. This can be adjusted in the CSS tab. Open the CSS tab again and adjust the code.
Add the two lines in the Document Info Table.
div.docinfo table td {
white-space: nowrap;
vertical-align; top;
}
div.docinfo table td:first-child {
font-size: 7pt;
text-align: right;
padding-right: 5pt;
padding-top: 1pt;
Confirm with Save and apply the document template.
That's it. You have successfully inserted IDs from CashCtrl on the document in HTML code. Have fun with CashCtrl.
Do you have an application you would like to have as a tutorial? Write us your idea, we try to build it in CashCtrl and include it here.