Edit a Template Praxis Desk Kasse
You can edit a template at any time. The settings are divided across multiple tabs.
How to do it
- Open Settings.
- Go to Templates.
- Click on the template you want to edit.
- Adjust the desired tabs.
- Click Save.
Tab: Basic settings
- Name – Name of the template.
- Type – Invoice, Receipt, Honorarnote, or Reminder.
- Format – A4, A5, 56mm, or 80mm.
- Color – Accent color of the template.
- Show date with time – Toggle between DD.MM.YYYY and DD.MM.YYYY HH:MM.
- Show open balance – Shows the remaining open amount on the document.
- Show remaining gift card balance – Available when Open balance is active.
Tab: Design
Font
- Font family – Font for the entire template.
- Text size – Font size for regular text areas in pt.
- Text color – Color for regular text areas.
- Heading size – Font size for headings in pt.
- Heading color – Color for headings.
Page margins
- Top / Right / Bottom / Left – Page margins in mm.
Miscellaneous
- Top spacing – Distance between logo/page margin and address header on the first page (mm).
- Minimum address field height – Minimum height of the address field in mm.
Tab: Header
Logo
- Upload a logo or select one from the media library.
- Position – Right-aligned, Centered, or Left-aligned.
- Width – Logo width in mm.
Tab: Address area
Address area
- Invoice recipient – Show or hide the address area on the left.
- Show sender – Display your company address as the sender above the recipient.
- Company name – Show the recipient's company name.
- Identification number – Show the recipient's VAT number.
- Name – Show the recipient's name.
- Additional name – Additional name of the recipient.
- Address – Show the recipient's address.
- Email address – Show the recipient's email address.
- Phone number – Show the recipient's phone number.
Insurance
- Date of birth – Show the recipient's date of birth.
- Social security number – Show the social security number.
- Co-insurance – Show co-insurance relationship.
- Insurance carrier – Hide, show name, or show abbreviation.
- Formatted view – Display insurance and name together in a formatted layout.
Right column
- Custom text – Insert your own text to the right of the address field. Available placeholders:
%ERSTELLER%,%BEHANDLER%,%FIRMENNAME%
Your company data (when no custom text is used)
- Show – Display your company data in the top right.
- Identification number – Show your VAT number below.
Miscellaneous
- Customer number – Show the customer number.
- Customer note – Show the stored customer note.
- Service note – Show the stored service note.
Tab: Text areas
Introduction
- Text – Introductory text at the beginning of the document. Available placeholders:
%ANREDE%,%KUNDE%,%KUNDENVORNAME%,%KUNDENNACHNAME%,%TITEL%,%TITELNACHGESTELLT%
Text after line items
- Payment terms – Text with payment conditions (not for reminders). Available placeholders:
%ZAHLUNGSZIEL%,%ZAHLUNGSDATUM% - Closing text – Closing text after the line items. Available placeholders:
%ERSTELLER%,%BEHANDLER%,%FIRMENNAME%
Bank details (not for receipts)
- Show – Display bank details in the text area.
- Position – Right or Left.
SEPA transfer information (not for receipts)
- Enable – Show a QR code for easy payment via banking app.
Tab: Line items
General
- Quantity column name – Label for the quantity column (not for 56mm format).
- Internal number – Show column with internal number.
- Article number – Show column with article number.
- Name – Show the line item name in the description column.
- Detail description – Show the detail description in the description column.
Service info
- Show – Show service information for the line item.
- Position – As a separate column or within the description column.
Pricing
- Tax rate – Show column with tax rate.
- Unit price (left column) – Unit: Net, Unit: Gross, Total: Net, or Hide.
- Total (right column) – Net, Gross, or Hide.
Appointment display
- Format – Hide, Date (DD.MM.YYYY), or Date + Time.
- Position – As a separate column or within the description column.
Tab: Footer
Stamp / Signature
- Upload a stamp or signature, or select from the media library.
- Position – Right-aligned, Centered, or Left-aligned.
- Width – Width in mm.
- Text area below stamp – Free text after the stamp.
- Bank details – Show bank details in the footer.
Footer line
- Show – Display a footer at the bottom of the page.
- Text – Content of the footer (e.g. mandatory disclosures, contact details).