RockifyERP Knowledge Base
Printing and branding
22 step-by-step RockifyERP guides on printing and branding. Choose a guide to get started.
Guides in this section
- Printing in RockifyERPRockifyERP prints and emails every document in your company's layout, with your logo, letterhead and terms.
- Print formatsA print format in RockifyERP is the layout used when a document is printed or emailed as a PDF.
- Print format builderThe print format builder in RockifyERP lets you design layouts by dragging fields, without code.
- Print settingsPrint Settings in RockifyERP control paper size, fonts, PDF generation and what prints on drafts.
- Print stylesPrint styles in RockifyERP set the overall look of printed documents, such as fonts and table borders.
- LetterheadsLetterheads in RockifyERP add your logo, address and contact details to the top of printed documents.
- Print headingsPrint headings in RockifyERP change the title printed on a document, such as Tax Invoice instead of Sales Invoice.
- Cheque printingRockifyERP can print cheques directly from payment entries using a template for your bank's cheque layout.
- Customise print formatsBeyond the builder, RockifyERP print formats can be customised with HTML for full control over layout.
- Print in other languagesRockifyERP can print documents in the customer's language, such as French for Rwanda or Burundi.
- Add or remove fields from a printShow or hide fields on printed RockifyERP documents without editing the layout.
- Customise the items table in printsChoose which columns appear in the items table of printed RockifyERP documents.
- Field visibility in printsControl whether a field prints in RockifyERP even when it's empty, or hide it on prints but not on screen.
- Hide item descriptions on printsIf item descriptions make invoices too long, hide them on RockifyERP prints.
- Remove the footer link from printsRemove the system link at the bottom of printed pages in RockifyERP for a cleaner look.
- Amount in words for USDRockifyERP prints the amount in words on invoices.
- Prepared reportsLarge RockifyERP reports can run in the background as prepared reports, so you're not waiting at the screen.
- Make a custom reportCreate your own RockifyERP reports from any list, choosing columns, filters and grouping, without code.
- Delete a custom reportRemove custom reports you no longer need in RockifyERP to keep menus clean.
- Letterhead on reportsPrint RockifyERP reports with your company letterhead for board packs and auditors.
- Add columns to standard reportsAdd extra columns to standard RockifyERP reports, such as a customer's territory on the receivable report.
- Energy pointsEnergy points in RockifyERP reward staff for helpful actions, such as closing tasks or completing documents, to encourage good habits.
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