KLARA provides layouts for order management (quotation, invoice, delivery note, order confirmation). These can be customized.
Insert Logo
The logo can be stored in the company details under «Company» and will then automatically be printed on all documents.
Create a Custom Layout
Under «Company – Print Layout», you can download the standard layout, customize it, and upload it again as a Custom Layout.
If the size and positioning of the logo are customized, you can store this directly in the custom Word layout. Copy the logo to the appropriate location in the desired size.
You can also enlarge or reduce the logo here.
The first line with the left/center/right selection can be deleted completely.
Adjust Color Bar
To adjust the purple bar, select the text in the bar and then choose a different color using the fill tool (paint bucket icon).
Adjust Font
To do this, select all the text in the layout and choose a new font.
Add Fields
Information from the system (name, service period, total) is populated using the so-called "MergeFields." All available fields can be found in the "Layout Field Catalog" table below and must be printed in the Word template in order to be output in the PDF.
Upload the Layout to KLARA Again
When editing and uploading, it is important that the company's VAT settings and the VAT type (last column) of the layout match. When uploading the layout, you must adjust the VAT type. Select the VAT type that matches the layout.
If you would like assistance customizing your documents, contact Support. We can connect you with a KLARA partner who will be happy to provide you with a quote for custom templates. You can also book the layout setup service directly here: Set Up Layout
Layout Field Catalog
Company logo according to settings in Company
«Image:order.company.leftLogo» The company logo printed on the left
«Image:order.company.middleLogo» The company logo printed in the center
«Image:order.company.rightLogo» The company logo printed on the right
Sender's address
«order.company.fullInformation» Complete sender address for P&S
in the envelope window (very small font)
«order.senderAddress» First/last name, address, ZIP code, city
Recipient's address
«order.customer» Salutation for individuals, first/last name, address,
ZIP code, city
Additional possible fields for the customer address (not used in the standard layout):
«order.label.customerName» Customer name label
«order.customerName» customer name only
«order.label.address» Label for customer address, depending on language
«order.address» customer address line only
«order.label.additionalAddress» Label for customer additional address, depending on language
«order.additionalAddress» additional address only
«order.label.postCodeAndCity» ZIP code and city label, depending on language
«order.postCodeAndCity» customer ZIP code and city only
«order.label.salutation» Salutation label, depending on language
«order.salutation» salutation for individuals only
Sender's city and date
«order.orderDetail.companyCityAndDate» Sender's city and date
VAT
«order.label.vatNumber» VAT label depending on language
«order.company.UID» Company ID / VAT ID without addition
«order.label.vatExtension» Addition depending on language DE = MWST, EN = VAT, etc.
Order number
«order.label.orderNoLabel» Order number label depending on language
«order.orderNo» Order number
Our reference
«order.label.ourReferenceLabel» Our reference label depending on language
«order.orderDetail.ourReference» Our reference
Your reference
«order.label.yourReferenceLabel» Your reference label depending on language
«order.orderDetail.yourReference» Your reference
Payable by
«order.label.paymentDateLabel» Payable-by label depending on language
«order.orderDetail.paymentDate» Payment date
Delivery date
«order.label.deliveryDateLabel» Delivery date label
«order.orderDetail.deliveryDate» Delivery date
Service period
«order.label.servicePeriodLabel» Service period label
«order.orderDetail.servicePeriod» Service period
Subject
«order.orderTitle» Document designation, e.g., invoice
«order.label.versionLabel» Label for no. depending on language and document number
«order.orderDetail.subject» Subject
Header of the table of items / line items
«order.label.posLabel» Position label depending on language
«order.label.itemNrLabel» Item number label depending on language
«order.label.descriptionLabel» Description label depending on language
«order.label.servicePeriodLbl» Service period label depending on language
«order.label.quantityLabel» Quantity label depending on language
«order.label.unitLabel» Unit label depending on language
«order.label.discountLabel» Discount label depending on language
«order.label.priceLabel» Price label depending on language
«order.label.vatLabel» VAT label depending on language
«order.label.amountLabel» Amount label depending on language
«order.label.vatIncludedWithoutCHF» Amount excluding VAT label depending on language
Table with individual line items
«TableStart:order.groupItems» fixed, start of the table for groups
«groupItems.title» Group text
«TableStart:groupItems.items» fixed, start of the table for items in the group
«items.position» Line item number
«items.itemNumberDescription» Item number, item name, and item description
«items.servicePeriod» Service period
«items.quantity» Quantity
«items.unit» Unit
«items.discount» Discount in %
«items.price» Unit price of the item
«items.vat» VAT rate
«items.amount» Amount per line item
«TableEnd:groupItems.items» fixed, end of the table for items in the group
Note
«TableStart:groupItems.descriptionLines» fixed, start of the note table
«descriptionLines.description» Note
«TableEnd:groupItems.descriptionLines» fixed, end of the note table
Subtotal
«TableStart:groupItems.subTotals» fixed, start of the subtotal table
«SUBTOTALS.DESCRIPTION» Subtotal amount
«subTotals.amount» fixed, end of the subtotal table
«TableEnd:groupItems.subTotals» fixed, end of the table for line items in the group
«TableEnd:order.groupItems» fixed, end of the table for groups
Net invoice amount
«order.label.netLabel» NET label
«order.totalNet» Net invoice amount (excluding VAT)
VAT surcharges
«order.label.vatNoPercentageLabel» VAT label
«TableStart:order.vatItems» fixed, start of the VAT surcharge table
«vatItems.vatRate» % VAT rate in %
«vatItems.amount» VAT amount
«TableEnd:order.vatItems» fixed, end of the VAT surcharge table
Total invoice amount
«order.label.totalLabel» TOTAL label
«order.totalAmount» Total invoice amount
Payment information
«order.label.termOfPayment» Payment terms label depending on language
«Order.more.termOfPaymentDay» Payment period
«order.label.payableTo» Payable to label
«TableStart:order.termOfPayment» fixed, start of the payable-to table
«termOfPayment.ibanNumber» IBAN number
«termOfPayment.labelWirAcceptanceRate» WIR label only: WIR share
«termOfPayment.wirPercentage» WIR share in %
«termOfPayment.currency» Currency depending on language
«termOfPayment.amount» Amount
«TableEnd:order.termOfPayment» fixed, end of the payable-to table
Closing text
«order.orderDetail.closeAndSignature» Closing text of the invoice according to configuration
Attachments
«order.label.attachmentLabel» Attachment label:
«TableStart:order.attachments» fixed, start of the attachments table
«attachments.name» Attachment name
«TableEnd:order.attachments» fixed, end of the attachments table
Additional possible fields for invoices (not used in the standard layout)
Reference number
«order.label.referenceNumber» Reference number label
«order.referenceNumber» RSR reference number
ESR participant number
«order.label.participantNumber» Participant number label
«order.participantNumber» ESR participant number
WIR Bank reference no. For WIR Bank only
«order.label.referenceNumberWirBank» WIR Bank reference no. label
«order.referenceNumberWirBank» WIR Bank reference number
WIR Bank participant number
«order.label.participantNumberWirBank» WIR participant number label
«order.participantNumberWirBank» WIR participant number
Item
«items.itemNumber» item number only
«items.description» item name and description only
.«items.articleExtendedDescription» Extended item description