Invoices and Proposals in Your Own CI/CD | ERP Agency Software MOCO

Layout

General | Font | Letterhead | Proposals & Invoices | Labels | Timesheets

General

Customise Proposals & Invoices to Match Your CI/CD 

In the settings under "Layout" you can personalise the design and content of your proposals and invoices. From the letterhead background (logo & sender details) to fonts, margins, formatting, and colours.

General Settings

Settings > Layout > General

Under "General", you can choose basic settings depending on the letterhead background or envelope window. For example, margins, font sizes & colours, text description width, page numbers, table header display, automatic numbering, etc.

Layout Rechnungen(English image not yet available)



If you have additional layout requests, you can find information about the layout service here

Font

Settings > Layout > Font

In addition to available fonts, you can also use custom font style combinations (.otf or .ttf format) for your documents.
Eigene Schriften nutzen CI CD(English image not yet available)


Letterhead

Settings > Layout > Letterhead

Briefpapier mit Logo und Absenderinformationen hochladen(English image not yet available)



Upload a standard letterhead background as a base. This "frame" is customizable and includes logo and sender information (including VAT number) for proposals and invoices. For timesheets, a simplified letterhead (logo only) is usually chosen as the standard.

Additional alternative backgrounds can be selected in the document under "Print View" (for printing or download) and "Email Dispatch" via the dropdown on the right. For printing on pre-printed letterhead, choose "white".

The customizable background should include the following details
  • PDF in A4 size (210 x 297 mm) without crop marks 
  • Optimal: RGB color space, resolution 150 dpi. The file size should be less than 300 kb.
  • Subsequent page: If using a different design from page two onwards, upload a two-page PDF – page two will then be used for all subsequent pages.

Note for Attachments

Generally, for attachments like terms and conditions, price lists etc., the same letterhead is desired. If no letterhead background should be displayed here, place a white area in the background of the attachment document before saving and uploading the attachment as a PDF. This will cover the letterhead background.

Considerations for E-Invoices (ZUGFeRD)

When creating e-invoices with MOCO, any sender information on your uploaded letterhead must match the details on the e-invoice settings page. We recommend omitting bank details here entirely, as these are provided via the e-invoice settings or choice of payment method. 

If you select "Different Letterhead" on this settings page, you can upload a different letterhead for ZUGFeRD (a new type column will be displayed).
Briefpapier ZUGFeRD MOCO(English image not yet available)

Proposals & Invoices

Settings > Layout > Proposals & Invoices

Layout Einstellungen Angebote und Rechnungen MOCO(English image not yet available)

Info Block

Here, you select the standard information for proposals and invoices. These will be displayed in a two-column "Info Block" at a user-defined position in the header area (above the title).

MOCO Fields
Fields that MOCO offers automatically

Custom Fields
Custom data related to the client, project, or invoice can be displayed automatically here
How custom fields work

Labels

Settings > Layout > Labels

The Salutation Fallbacks and MOCO standard terms like "Total" can be customized here. 

begriffe individualisieren(English image not yet available)


Timesheets

Settings > Layout > Timesheets

Layout Einstellungen Stundenauszüge Unterschrift(English image not yet available)



Here you can configure the following settings
  • Standard information to be displayed in the info block
  • Columns to be shown in the PDF extract (e.g., omit the name but include the amount)
  • Signature line for signing display

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