Prepayment texts

In TRASER DMS 365 you have the option to set up prepayment texts, which are then printed on prepayment invoices, credit memos and final invoices. To set up prepayment texts, please proceed as follows:

• Use the quick search (ALT+Q) to find the Sales & Receivables Setup page.
• Click on Payments > Prepayment Text in the menu bar.
• Activate the Texts editable in Orders toggle switch if you want the prepayment texts to be customizable later in the documents.
• In the Print Position on Reports field, select where the prepayment texts should be printed on the reports.
• Navigate to the Prepayment Translations FastTab.
• Click on New Line to create a new prepayment text.
• In the Type field, select the type of document for which you want to create the prepayment text.
• In the Language Code field, select the language code for which you want to create the prepayment text. You can also leave this field empty.
• In the Text field, enter the prepayment text. For a dynamic modification of specific words, placeholder tags can also be added to prepayment texts. Use these placeholders as needed in your prepayment texts. To view a list of all available placeholders, click on the FactBox symbol on the right.
• Once you have created the desired prepayment texts, activate the Active toggle switch in the General FastTab.

You have successfully created prepayment texts that will now be printed on the respective documents.