Layout

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

General

Customise Quotes & Invoices to Match Your CI/CD 

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

General

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.

Invoice Layout

Font

Settings > Layout > Font

In addition to available fonts, you can also use custom font style combinations (.otf or .ttf format) for your documents.
Utilizing Custom Fonts in CI CD

Letterhead

Settings > Layout > Letterhead

Upload letterhead with logo and sender details

Upload a standard letterhead background to use as your base. This “frame” can be designed freely and, for quotes and invoices, includes your logo and sender details (including UID or VAT number). For timesheets, a simplified letterhead (logo only) is usually chosen as the default.

Additional alternative backgrounds can be selected on the document under “Print Preview” (for printing or download) and “Send by Email” via the dropdown on the right. For printing on pre-printed letterhead, choose “white”.

Your custom background should take the following into account
  • PDF in A4 size (210 x 297 mm) without crop marks 
  • Recommended: RGB colour space, 150 dpi resolution. The file size should be under 300 KB.
  • Following pages: If you want a different design from page 2 onwards, upload a two-page PDF – page 2 will then be used for all subsequent pages.

Note for Attachments

As a rule, for attachments such as Terms & Conditions, price lists, etc., you will want the same letterhead.  If you do not want a letterhead background to be shown here, add a white area in the background of the attachment document before saving and uploading it as a PDF. This will cover the letterhead background.

What to Consider for e-invoices (ZUGFeRD)

If you create e-invoices with MOCO, any sender details on your uploaded letterhead must match the details on the e-invoice settings page. The recipient receives the payment details via the XML data.

We therefore recommend leaving bank details off the letterhead and, if needed, adding them to the closing text for greater flexibility. Your UID or VAT number, however, should still be on the letterhead – it does not change and must appear on every document.

Different Letterhead for ZUGFeRD
If you select “Different letterhead” on this settings page, you can upload a different letterhead for ZUGFeRD (a new Type column will be shown). You can also choose a different letterhead for an individual invoice.
Everything about e-invoices in MOCO
Briefpapier ZUGFeRD MOCO(English image not yet available)

Disable Letterhead
If a letterhead has already been used for a document, it can no longer be deleted. However, you can disable letterheads that are no longer up to date. They will then no longer be available for selection.

Quotes & Invoices

Settings > Layout > Quotes & Invoices

Layout settings for quotes and invoices in MOCO

Info Block

You select the standard information for quotes and invoices here. This is shown in the so-called “info block” in two columns, in a position you can define yourself in the header area (above the title).

MOCO Fields
Fields that MOCO provides automatically

Custom Fields
Your own data for 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. 

customize terms

Timesheets

Settings > Layout > Timesheets

Layout Settings for Timesheets and Signature

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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